AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Merge Connect | Easy Document Generation for Salesforce

Document Generation for Salesforce, Microsoft and Google Files in Minutes

Overview

Native document generation for Salesforce. Generate Microsoft 365 and Google Workspace files. Build documents with the easiest template builder in the ecosystem, and automate document generation with a no-code Flow action. Start a free 14-day trial today!

1 of 6

See How Merge Connect | Easy Document Generation for Salesforce Works

  • DOCUMENT GENERATION FROM SALESFORCE DATA Generate PDFs, Microsoft Word, Excel, and PowerPoint files alongside Google Docs, Sheets, and Slides directly from Salesforce record pages. Combine generated and uploaded files into a single bundled document.

  • THE EASIEST TEMPLATE BUILDER IN THE ECOSYSTEM Experience the easiest template builder in the ecosystem. The Merge Connect Template Builder brings an elegant, familiar, no code experience into your Salesforce org.

  • AUTOMATE DOCUMENT GENERATION WITH SALESFORCE FLOW Trigger document generation automatically with Record-Triggered, Screen, and Autolaunched Flows. Quotes, proposals, and contracts build themselves the moment a record changes, no manual steps required.

  • VIEW GENERATED DOCUMENTS FROM SALESFORCE RECORD PAGES The Merged Documents Lightning Component displays generated documents directly in their corresponding record, improving document management and visibility in your org.

  • A NATIVE EXPERIENCE FOR EVERY MICROSOFT OR GOOGLE USERS Merge Connect automatically adapts its UI to match your team's platform, providing an intuitive experience for both Google and Microsoft teams.

  • AGENTFORCE READY AUTOMATION & DOCUMENT GENERATION Future proof your workflows with our Agentforce Extension at no additional cost. Use natural language prompts and drop down selections to allow AI agents to draft dynamic content during conversations.

  • NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.

  • ANNUAL AND MONTHLY PAYMENT OPTIONS. Pay the way that’s best for your organization. Appiphony apps make it easy to design your subscription in a way that is convenient for you.

  • SELF-SERVICE PURCHASE MODEL. Appiphony apps are easy to install, use, and manage, too. Our custom payment center allows you to add or reduce licenses directly in the app. No need for a phone call to adjust your subscription.

Merge Connect is a document generation solution built natively for Salesforce. Rather than exporting records and formatting files by hand, it pulls real-time Salesforce data into your templates, so polished, on-brand documents come together without leaving the record. Teams use Merge Connect to generate contracts, quotes, proposals, and invoices in Microsoft Word, PDF, PowerPoint, Google Docs, Slides, and Sheets. Whether your org runs on Microsoft or Google, your team can have a native experience. Teams can combine several files from a record into one bundled document. For high volume, teams trigger generation automatically with Salesforce Flow. Record-Triggered Flows create invoices on a status change, screen flows produce summaries in seconds, and autolaunched flows handle repetitive work at scale. Admins build templates in an intuitive, no-code editor, and with the Agentforce Extension, agents can generate documents directly from conversations. The right doc gen tool depends on your documents, team, and goals. For a native, admin-friendly way to automate doc gen with no code, try Merge Connect for free, or try our Agentforce Extension! https://appiphony.com/merge-connect

Categories

Business Needs
Sales Productivity
Document Generation
Document Management
Industries
Financial Services
High Tech
Professional Services
Personas
Administrator
Marketer
Sales Representative / Manager
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
No Limits
Lightning Ready
Person Accounts
Managed Package
Lightning App Builder

More from Appiphony

  • Drive Connect | Google Drive Integration for Salesforce
    by Appiphony
    Native Google Drive integration and document management for Salesforce. Link and view Google Drive files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!
    Document ManagementIntegration

  • Merge Connect Agentforce Extension | Agent Enhanced Document Generation
    by Appiphony
    No Ratings
    With this Merge Connect extension package, generate Microsoft Word documents, PowerPoint slides, and PDFs from Agent conversations. Include dynamic Agent-authored content in documents for more personalized material. Free for Merge Connect users!
    Sales ProductivityDocument Generation

  • Share Connect | SharePoint Integration for Salesforce
    by Appiphony
    Native SharePoint integration and document management for Salesforce. Link and view SharePoint files and folders on records, automate folders with Flow, and reduce Salesforce storage costs. No code required. Try free for 14 days!
    ProductivityDocument Management

  • eSign Connect｜Docusign eSignature Integration for Salesforce
    by Appiphony
    eSign Connect is an affordable, easy-to-use Docusign integration for Salesforce. Send documents, track envelope statuses, and save signed contracts directly in Salesforce. Start your 14-day trial and begin optimizing your signing experience!
    ProductivityContract Management

  • Experience Connect | Document Management for Experience Cloud
    by Appiphony
    Experience Connect extends the capabilities of Drive Connect and Share Connect to Experience Cloud. Securely share files with community users. Save on storage costs by automatically directing Experience site uploads to Google Drive or SharePoint.
    Document ManagementProcess Management

  • Appiphony (PDO)
    by Appiphony
    Appiphony is a Product Development Outsourcer (PDO) based in Chicago, IL that designs and builds applications on the Salesforce App Cloud. We serve ISV partners by bringing modern design thinking and craftsman-level quality to everything we do.

  • Parse Connect | Intelligent Document Processing for Any Size Team
    by Appiphony
    Extract and map data from PDFs, Microsoft Word docs, Excel files, emails and images directly to Salesforce fields. Eliminate manual data entry, reduce errors, and turn unstructured files into searchable, reportable Salesforce data. Try 25 pages for free!
    Document ManagementProcess Management