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MergeUp | Document Generation Rebuilt for Salesforce
Salesforce-native document generation built for speed and scale
Overview
MergeUp is a Salesforce-native document generation platform built for speed, flexibility, and scale. Generate brand-ready docs with simple setup, automation through Flow and Apex, and advanced logic when you need it without the complexity of legacy tools.
See How MergeUp | Document Generation Rebuilt for Salesforce Works
FAST IMPLEMENTATION Get document workflows up and running quickly with intuitive template setup, reusable queries, and a Salesforce-native admin experience.
FLEXIBLE DATA HANDLING Generate documents using related Salesforce data, complex queries, and dynamic data structures across real-world workflows.
BRAND-CONSISTENT OUTPUT Maintain consistent formatting and professional document output across proposals, contracts, reports, and operational documents.
REDUCED MANUAL WORK Automate repetitive document processes and reduce manual effort, formatting issues, and workflow bottlenecks.
ADVANCED LOGIC WHEN NEEDED Use Expressions and in-template JavaScript to handle calculations, conditional logic, loops, and advanced document scenarios.
MULTIPLE OUTPUT FORMATS Generate documents in Microsoft Word, PDF, Excel, PowerPoint formats based on your workflow needs.
RICH DOCUMENT SUPPORT Build complex documents with tables, images, charts, rich text, custom fonts, and structured layouts.
AUTOMATION READY Trigger document generation through Salesforce Flow, Apex, and API integrations to support scalable workflows.
BUILT FOR SALESFORCE WORKFLOWS Integrate document generation directly into Salesforce processes including approvals, operations, and sales workflows.
MergeUp is a Salesforce-native document generation platform built for speed, flexibility, and scale. Generate accurate, brand-ready documents directly from Salesforce with a modern Lightning experience designed for admins and operations teams. Built on modern LWC technology, MergeUp handles complex data relationships, advanced workflows, and high-volume document generation without the complexity of legacy doc gen tools. Automate documents through Flow, Apex, and API while maintaining full control over formatting and logic. MergeUp simplifies template setup and data mapping, helping teams create, automate, and scale document workflows faster. For advanced use cases, flexible expressions and in-template JavaScript provide the power to handle real-world document complexity when needed. ✔ Fast Template Setup and Data Mapping ✔ Advanced Logic with Expressions and JavaScript ✔ Bulk Document Generation ✔ Flow, Apex, and API Automation ✔ Complex Queries and Related Data Support ✔ High-Volume Document Generation ✔ Brand-Ready docx/xlsx/pptx/pdf Output ✔ Copy-and-Paste Admin Experience ✔ Customizable API Functions ✔ Document Stitching API ✔ Built on Modern LWC Technology
Categories
- Business Needs
- Sales ProductivityDocument GenerationDocument Management
- Industries
- Healthcare & Life SciencesHigh TechManufacturing
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Person AccountsSupports Salesforce orgs that use Person Accounts.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesPerson AccountsManaged PackageLightning App BuilderSalesforce Mobile