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Mambo Merge | Document Generation for Salesforce is Simple, Seamless, and Secure

Simple, Seamless, and Secure 100% Native Mail Merge Document Generation App

Overview

Native Document Generation App is now included in Salesforce thanks to Mambo Merge. Get 10 free licenses of Mambo Merge Free(Style) Edition upon install! Generate document, spreadsheet, and presentation files for your contracts, quotes, orders, and more.

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See How Mambo Merge | Document Generation for Salesforce is Simple, Seamless, and Secure Works

  • SIMPLE AND QUICK IMPLEMENTATION Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.

  • PROFESSIONAL AND DATA RICH Instantly perform a secure mail merge to generate professional Word, PowerPoint, Excel and PDF documents with data from Salesforce. Document generation could not be easier or more secure.

  • SAFE AND SECURE Mambo Merge is the most secure mail merge document generation app for Salesforce. Your data never leaves Salesforce so it's 100% secure from start to finish.

Mambo Merge is a 100% native Document Generation App to generate professional Word docx files, Excel xlsx and csv files, Powerpoint ptx files, and even PDFs from inside of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file. Mambo Merge makes it easy to transform even your existing Word docs for Salesforce DocGen, so you can keep the look and feel that works for your business, but save time when it comes to creating them. Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way. Document Generation is safe and secure using Mambo Merge. Generate one document per record or one document with many records. #docgen #document generation app #doc gen

Categories

Business Needs
Productivity
Document Generation
Document Management
Industries
Horizontal Product
Financial Services
Healthcare & Life Sciences
Personas
Business User
Consultant
Sales Representative / Manager
Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Editable Code
This product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Sales Programs
Supports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn More
Lightning App Builder
Ready to use in the Salesforce Lightning App Builder.
Salesforce Mobile
Supports Salesforce for iOS and Android.
Native App
Lightning Ready
Agentforce
Editable Code
Multiple Currencies
Person Accounts
Salesforce Shield
Sales Programs
Lightning App Builder
Salesforce Mobile

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