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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
Payment required to increase usage, users, or features. Discounts available for nonprofits.
- Industries
- Horizontal ProductFinancial ServicesHealthcare & Life Sciences
- Business Need
- ProductivityDocument GenerationDocument Management
- Requires
- Platform Cloud
- Compatible With
- Financial Services CloudHealth CloudGovernment Cloud
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.
Compatibility
- RequiresThis solution requires these products in order to work. Before you implement the solution, check that you have these products.
- Platform Cloud
- Compatible WithThis solution is tested to work with and extends the value of these products, but doesn't require them.
- Financial Services CloudHealth CloudGovernment Cloud
- Salesforce Editions
- ProfessionalEnterpriseUnlimitedForce.comDeveloperEssentials
App Details
- Version
- Mambo Merge/Mambo Merge Summer 2026 (2.12.6) 2.12.6
- Listed On
- 06/01/2020
- Latest Release
- 08/27/2026
- Supported FeaturesNative AppBuilt exclusively on the Salesforce Platform, ensuring reliability and performance.Lightning ReadyOptimized for Salesforce orgs that use Lightning Ready.AgentforceAgentforce 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 MoreEditable CodeThis product is installed as an unmanaged package in your Salesforce org and its code is available to view and modify.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Salesforce ShieldSupports Salesforce orgs that use Shield.Sales ProgramsSupports Sales Programs, which provides sales teams with AI-powered coaching, actionable insights, and automated program delivery. Learn MoreLightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- Native AppLightning ReadyAgentforceEditable CodeMultiple CurrenciesPerson AccountsSalesforce ShieldSales ProgramsLightning App BuilderSalesforce Mobile
- Languages
- EnglishFrenchGermanJapanese
Security
Additional Details
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
Need help?
MK Partners, Inc.
Los Angeles, California, USA