Merge Connect | Salesforce Document Generation, Easier Than Ever
Streamline Document Generation for Microsoft and Google Pull real-time Salesforce data directly into Microsoft Word, PDF, PowerPoint, and Excel files, including Google Docs, Slides, and Sheets, while your team maintains professional, on-brand standards without ever leaving Salesforce. The Easiest Template Builder in the Ecosystem Build templates in a no-code, intuitive editor that feels familiar from the first click. The Merge Connect Template Builder brings an elegant and simple experience to your org, so admins and end users can create polished documents in minutes. A Native Experience for Every Team Whether your org runs on Microsoft 365 or Google Workspace, Merge Connect adapts its interface to match. You get a native experience for both ecosystems, with no add-ons or license minimums. Native Salesforce Flow Integration Automate the entire document lifecycle. With the custom Merge Connect Flow action, you can trigger document generation based on any record change: - Record-Triggered Flows to generate invoices - Screen Flows to produce polished summaries in seconds - Autolaunched Flows to handle high-volume tasks automatically
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Freight Transportation Manager, TMS for Carriers, Brokers, Shippers, Dispatchers
Your dispatchers shouldn't need 6 tabs to move one load. FTM puts dispatch, tracking, load boards, and invoicing into one Salesforce screen. ✓ Carriers — Live GPS, automated check-calls, auto-invoicing on delivery ✓ Brokers — Post to DAT, match carriers, update customers — inside FTM ✓ Shippers — Real-time visibility from pickup to delivery, in your Salesforce org 100% native — not a bolt-on. No middleware, no duplicate entry, no extra IT. • AI-powered LTL matching and bid scoring • One-click BOL, invoice, and rate confirmation generation • DAT, Truckstop, TForce, Trucker Tools, and Azuga integrations • Driver and carrier self-serve portals • Real-time dispatch console with route optimization • Custom dashboards and reports — no BI tool needed No contract. Cancel anytime. We'll have your team dispatching live loads inside FTM within 14 days — or your first month is on us. Trusted on 5 continents since 2016.
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