Explore apps for invoice automationIntegrate CRM with CLM solutions
Help & Support
Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More
Have Questions?
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.
Rating
Reputation
MVP
Recognized by Salesforce for their leadership, expertise, and generosity
Top Reviewer
Contribute reviews that encourage conversation and help others make informed decisions
Ranger
Lifelong learners who have earned the Ranger rank or higher on Trailhead
Showing 10 of 12 Reviews
Great Customer Service and Great tool!
MergeUp has been a great switch from our previous document generator and the customer service is above and beyond. Andrew was great at assisting us with the process of getting our account set up and Jared was such a delight to work with to migrate our documents over. Their patience and guidance was A+. The product is reasonably priced. They have a quick response time! We are happy customers!
Great product and great onboarding!
This app does a great job of creating documents that take advantage of your Salesforce architecture and automation. What sets it apart is the team supporting it. My org was able to take advantage of their Gold plan, and the MergeUp team did a great job assessing our needs, designing a solution based in good architectural practice, and documenting the build as well as how to use it. Throughout the project, MergeUp was responsive and timely in answering our questions. A+ customer support! As the Admin, I had no problem jumping in and making final edits. We currently use MergeUp for generating cumulative tax receipts for donors, but I'm excited to discover our next use case. Thank you, MergeUp!
A powerful, yet easy to use tool!
A great tool that has the power to support some nice complex and customized layouts, and is still easy enough to use that you can get up and running quickly!
Great Tool
Easy to set up templates, logs are extremely useful, good documentation, great support team
Fantastic Native Document Merging.
We recently switched from Conga to MergeUp and it has been a breath of fresh air. Native lightning management, no need to write convoluted variable injected SOQL queries for child records, built in versioning and best of all a flat fee. Our document needs are fairly complex, joining dozens of fields from up to 4 related records and MergeUp handles it with ease.
Amazing Tool & Support
Best document generation add-on tool I've found for Salesforce. The support team is amazing and the support tools that come with the package are great!
Time Saver!
this saved me so much time! cannot recommend this enough!
MergeUp drives consistency in Customer facing documentation
My team uses Salesforce daily, MergeUp has been a great feature allowing our teams to create customer facing documentation leveraging project specific information. It drives standardization and consistency with our customer facing documentation and eliminates our team from having to manually create their own document. The support team has been amazing to work with! Definitely would recommend.
Excellent Service
The team gives excellent service! When I run into an issue, the support team quickly responds to work together to resolve my issues. The application streamlines our billing statements and changes are easy to make. I would recommend this application for the service alone.
MergeUP is a fantastic tool!
Salesforce Sales Cloud is the core of our sales operations, but crafting polished proposals was a tedious process. MergeUp transformed that. We now seamlessly pull Opportunity data to create tailored, professional proposals in minutes. It's ensured consistency, eliminated errors, and given us a competitive edge by allowing us to respond to prospects faster.