MergeUp | Document Generation Rebuilt for Salesforce
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
Top keywords
- document7×4.55%
- api4×2.60%
- data4×2.60%
- document generation4×2.60%
- generation4×2.60%
- advanced3×1.95%
- mergeup3×1.95%
- modern3×1.95%
- apex2×1.30%
- apex and api2×1.30%
- automate2×1.30%
- brand-ready2×1.30%
CloudPDF - Interactive Forms
Thru our client interactions, we recognized that a simpler and more efficient process was needed for merging Salesforce content into a shareable document... With a click of a button, merge data from any available Salesforce object or record into your desired PDF document template. Documents open directly in your browser. Users then may choose to save, print, change, e-mail, or attach the document back to Saleforce. Easy to create, document templates may contain fields which are editable, read-only, autoformatting, perform validations, respond to field input or user actions, and more. To use CloudPDF, all that is needed is the free Adobe® Reader®. PDF is a Universal Open format which solves many common file-sharing problems, from preserving the look-and-feel of the original document to allowing anyone, on any platform, to view, navigate, save, fill, and print documents. CloudPDF is available for use by users of ALL Salesforce editions. (Call if using Group or Personal edition.) (For Windows, Mac, Internet Explorer [IE], Firefox)
Top keywords
- document5×3.11%
- salesforce3×1.86%
- available2×1.24%
- cloudpdf2×1.24%
- documents2×1.24%
- needed2×1.24%
- open2×1.24%
- pdf2×1.24%
- print2×
