MergeUp
Document Generation Rebuilt for Salesforce
By Upsource SolutionsCollaboration
- Rating
- 5.0
- Reviews
- 12
- Pricing
- Paid
- From $2.5 per user per month
- Listed since
- 2023
About MergeUp
Salesforce-native document generation built for speed and scale
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
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.
Screenshots and videos
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Pricing
Paid, from $2.5 per user per month.
| Plan | Price | Billed | Free trial |
|---|---|---|---|
| Custom Quote (1001+ Users) | $2.5 per user | Monthly | 30 days |
| Small Teams (1-10 Users) | $2,500 per company | Yearly | 30 days |
| Growing Teams (11-50 Users) | $5,000 per company | Yearly | 30 days |
| Expanding Teams (51-100 Users) | $7,000 per company | Yearly | 30 days |
| Mid-Market (101-500 Users) | $15,000 per company | Yearly | 30 days |
| Large Organizations (501-1000 Users) | $30,000 per company | Yearly | 30 days |
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.
The publisher offers discounts.
Compatibility
- Works with
- Sales Cloud
- Revenue Cloud
- Nonprofit Cloud
- Salesforce editions
- Professional
- Enterprise
- Unlimited
- Performance
- Developer
- Lightning Experience
- Supported
- Salesforce mobile app
- Supported
- Salesforce security review
- Passed on June 20, 2023
- Industries
- Healthcare & Life Sciences
- High Tech
- Manufacturing
- Languages
- Dutch
- English
- Finnish
- French
- German
- Danish
- Italian
- Portuguese
- Spanish
- Swedish
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