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
Top keywords
- connect3×1.78%
- document3×1.78%
- experience3×1.78%
- flows3×1.78%
- google3×1.78%
- merge3×1.78%
- merge connect3×1.78%
- microsoft3×1.78%
- native3×1.78%
- salesforce3×1.78%
- builder2×1.18%
- document generation2×1.18%
DocuPrime | Reusable Native Document Generation for Salesforce
XfilesPro Document Generation is an AI-powered Salesforce document generation and document automation platform that helps organizations generate, review, approve, eSign, and manage business documents—all within Salesforce. Automate contracts, proposals, quotes, invoices, agreements, reports, and PDF generation using intelligent templates and workflow automation. XfilesPro automates the complete document lifecycle—from template creation and document generation to review, approval, eSignature, AI-powered OCR, intelligent data extraction, and enterprise compliance. Why XfilesPro? ✔ AI-Powered Salesforce Document Generation & Automation ✔ Generate Contracts, Proposals, Quotes, Invoices, Agreements etc ✔ Supports PDF, DOCX, PPTX, & XLSX ✔ Intelligent Templates with Microsoft Word, Google Docs & Native X-Editor ✔ Automated Review, Approval & eSignature Workflows ✔ AI-Powered OCR & Intelligent Data Extraction ✔ Enterprise Security, Audit Trails & Compliance Reduce manual effort, accelerate document workflows, improve accuracy, and deliver a consistent customer experience with a complete Salesforce document automation platform.
Top keywords
- document8×6.11%
- generation5×3.82%
- ai-powered4×3.05%
- automation4×3.05%
- document generation4×3.05%
- intelligent4×3.05%
- salesforce4×3.05%
- review3×
