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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.

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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 Productivity
Document Generation
Document Management
Industries
Healthcare & Life Sciences
High Tech
Manufacturing
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

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