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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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)
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