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MergeUp | Document Generation Rebuilt for Salesforce
Salesforce-native document generation built for speed and scale
- Industries
- Healthcare & Life SciencesHigh TechManufacturing
- Business Need
- Sales ProductivityDocument GenerationDocument Management
- Requires
- None
- Compatible With
- Sales CloudRevenue CloudNonprofit 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.
Highlights
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.
Provider Details
Upsource Solutions
- Social ImpactPledge 1%This company pledges 1% of their product, profit, equity, or time to support the community. Learn more about Pledge 1%
- Pledge 1%
Founded
2000
Upsource Solutions is a boutique Salesforce.com consulting firm based in Lynchburg, VA, with a SaaS product division based in Denver, Colorado. Enterprises have been winning big implementing and integrating CRM products, since 2000.
Pricing Details
You must pay to use this solution. Discounts are available for nonprofits.
All pricing is org-wide to support enterprise adoption without per-user or usage-based fees. Automation, advanced logic, and bulk generation are included with no hidden add-ons or surprise scaling costs.
Custom Quote (1001+ Users)
$2.5 USD/user/month
Free trial available for 30 days
Lowest Starting Price
Small Teams (1-10 Users)
$2,500 USD/company/year
Free trial available for 30 days
Growing Teams (11-50 Users)
$5,000 USD/company/year
Free trial available for 30 days
Expanding Teams (51-100 Users)
$7,000 USD/company/year
Free trial available for 30 days