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%
Weaver - 100% Native Bespoke Template Designer & Document Generator
Weaver is a revolution in document design and generation, making it easy for anyone to build beautiful document and email templates, and use Salesforce to render your customised documents and emails, in PDF, Word, Excel, or HTML formats. With the Weaver Designer, you can easily create documents and emails by simple drag and drop, with full control over the look and feel! We've had customers create all sorts of documents, from proposals and invoices, to brochures and business cards! With the Weaver Designer you can: - Add data directly from Salesforce, including fields from a record, child records, grandchild records, and more! - Dynamically render entire sections of documents based on data in Salesforce - Embed Salesforce reports into any of your documents - Create reusable components that can be added to any of your designs - Utilise custom CSS for your bespoke customisation Once you've built your documents, you can generate them manually through our Lightning Component, or you can automate how your documents and emails are rendered and set, adding Weaver into your Flows, Processes, even in your custom Apex Triggers and Classes!
Top keywords
- documents7×3.78%
- salesforce4×2.16%
- weaver4×2.16%
- documents and emails3×1.62%
- emails3×1.62%
- custom2×1.08%
- data2×1.08%
- designer2×
