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MergeUp | Document Generation Rebuilt for Salesforce

By Upsource Solutions

Salesforce-native document generation built for speed and scale

Starting at $2.5   USD/user/month

Discounts available for nonprofits

Try It
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
Business Need
Sales Productivity
Document Generation
Document Management
Requires
None
Compatible With
Sales Cloud
Revenue Cloud
Nonprofit Solutions

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.

  • The Future of Doc Gen is Here

  • MergeUp 1-Minute Setup

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
None
Compatible With
This solution is tested to work with and extends the value of these products, but doesn't require them.
Sales Cloud
Revenue Cloud
Nonprofit Solutions
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Additional Requirements
Supported formats: docx, xlsx, pptx and pdf

App Details

Version
MergeUp/Alpha Centauri 1.21.0
Listed On
07/19/2023
Latest Release
05/12/2026
Supported 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.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
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.
Salesforce Mobile
Supports Salesforce for iOS and Android.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Managed Package
Lightning App Builder
Salesforce Mobile
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 12
Custom Tabs: 10
Custom Apps: 1
Lightning Components
Global: 19
App Builder: 0
Community Builder: 0
Languages
Dutch
English
Finnish
French
German
Danish
Italian
Portuguese
Spanish
Swedish

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.0.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
06/20/2023

Additional Details

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

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