What Our Customers Have to Say
Luis Blanco
Team Leader, Strong CRM
We’ve tried other document generation tools, but Merge Connect stands out for its ease of use, intuitive design, and modern approach to Salesforce. The no-code template builder is the most user-friendly we’ve used, making it easy to create professional documents within minutes. If you need a powerful and seamless doc gen solution, Merge Connect is the way to go!
Steve Pysnik
Principal Consulting Manager, Cloud Giants
Merge Connect makes it easy to quickly and automatically generate Word and PDF documents—eliminating manual work and increasing efficiency. With its intuitive template builder and seamless compatibility with Salesforce Flow, it's highly customizable, allowing you to tailor document generation to your unique business needs. Merge Connect's user-friendly interface and accessible setup facilitate both implementation and maintenance. This is a much-needed tool in the document generation space!
Build document templates directly in Salesforce
Experience the easiest template builder in the ecosystem. Merge Connect brings an elegant, familiar, no-code experience into a single browser tab.
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Generate documents from Salesforce data
Generate PDFs, Microsoft Word documents, and PowerPoint slides directly from Salesforce record pages in a matter of seconds.
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Automate document creation with Salesforce Flow
Use the Automate Merge Flow action to build workflows that automatically generate documents based on specific triggers or events.
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Document Generation enhanced with Agentforce
Generate personalized Word docs, PowerPoint slides, and PDFs featuring Agent-authored content, then email them out directly from an Agent conversation.
Flexible payment plans with no minimum license requirement
$14
USD/User/Month
1 year commitment
$18
USD/User/Month
Monthly commitment
Generate PDFs and Microsoft Word documents in seconds.
Design, build, and preview document templates without leaving Salesforce.
Automate document generation processes using Salesforce Flows.
Access generated documents directly from their corresponding Salesforce record page.
