MergeUp | Document Generation Rebuilt for Salesforce for Salesforce AppExchange
MergeUp | Document Generation Rebuilt for Salesforce is the #12 ranked quotes and orders app on Salesforce, with a 5.0 average rating from 12 reviews, as a paid app, as of July 13, 2026.
MergeUp | Document Generation Rebuilt for Salesforce is a Salesforce AppExchange app by Upsource Solutions. With a rating of 5.0★ from 12 reviews, it currently ranks #12 in the Quotes And Orders category.
AppRanks data: MergeUp | Document Generation Rebuilt for Salesforce ranks #12 in Quotes And Orders on Salesforce AppExchange, placing it in the top 6% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
MergeUp | Document Generation Rebuilt for Salesforce is a category-leading Salesforce app with a limited review volume. It is listed in the Quotes And Orders category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. 12 reviews put it in the early-traction tier — useful for early-stage stores willing to be on the leading edge. Early-traction review counts are sensitive to single launch periods or feature events, so a 30-day re-check before bigger commitments often resolves whether the trend is sustained. Paid-only pricing means evaluating fit on the marketplace listing or via the developer's documentation before installing. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +High average rating (5.0★) signals consistent merchant satisfaction
- +Published by Upsource Solutions — established developer track record
Cons
- −Limited review base (12) — ratings can shift significantly with new feedback
- −Paid-only pricing (paid) — evaluation requires committing payment details
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About MergeUp | Document Generation Rebuilt for Salesforce
How MergeUp | Document Generation Rebuilt for Salesforce works
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
Key features
- 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.
Category rankings
As of Jul 13, 2026- Quotes And Orders#12of 210Top 6%
- Sales Productivity#22of 186Top 12%
- Document Generation#27of 146Top 19%
- Document Management#28of 177Top 16%
- Sales#100of 1,712Top 6%
- Productivity#121of 1,629Top 8%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
MergeUp | Document Generation Rebuilt for Salesforce ranks for 32 keywords across Salesforce AppExchange. Here are the top 3:
Competitors & alternatives
MergeUp | Document Generation Rebuilt for Salesforce doesn't have curated competitor matchups yet. Other tracked quotes and orders apps on Salesforce:
Frequently asked questions
What is MergeUp | Document Generation Rebuilt for Salesforce?
MergeUp | Document Generation Rebuilt for Salesforce is an app for Salesforce. It currently holds a 5.0-star rating from 12 merchant reviews, and it has been listed on the marketplace since 2023. It is listed under the Quotes And Orders category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Upsource Solutions.
Is MergeUp | Document Generation Rebuilt for Salesforce free?
MergeUp | Document Generation Rebuilt for Salesforce does not offer a permanent free plan on Salesforce. Pricing starts at 2.5, and the listed tiers are Custom Quote (1001+ Users), Small Teams (1-10 Users), Growing Teams (11-50 Users). Trial availability and exact billing terms are mirrored from the live Salesforce listing and may change between refresh cycles, so always confirm the headline price on the source marketplace before installing.
Who uses MergeUp | Document Generation Rebuilt for Salesforce?
MergeUp | Document Generation Rebuilt for Salesforce is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Quotes And Orders category on Salesforce.
Where does MergeUp | Document Generation Rebuilt for Salesforce rank on Salesforce?
MergeUp | Document Generation Rebuilt for Salesforce currently sits at position #12 in the Quotes And Orders category on Salesforce. That places it in the top 6% of 210 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does MergeUp | Document Generation Rebuilt for Salesforce integrate with?
MergeUp | Document Generation Rebuilt for Salesforce lists 4 integrations on its Salesforce marketplace page. The most prominent are Sales Cloud, Revenue Cloud, Nonprofit Cloud, None. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.
What languages does MergeUp | Document Generation Rebuilt for Salesforce support?
MergeUp | Document Generation Rebuilt for Salesforce declares support for 10 languages on its Salesforce marketplace listing: nl, en, fi, fr, de, da, with 4 additional locales documented on the marketplace listing. Language coverage is the locale set the developer has explicitly translated the app interface into — a broader set typically maps to a developer with international merchant traction.