Document Generation [PDF & Word] | DocXpert vs MergeUp | Document Generation Rebuilt for Salesforce

Side-by-side comparison · 24 data points

Document Generation [PDF & Word] | DocXpert

5.0·12reviews

Do you want to create documents with Salesforce data fast and easy? Use DocXpert! Test now 30 days free of charge. Press "Get it now". ✔ Use MS Word and configure through clicks not code ✔ First-class support in German and English

Shopifypaid

Change

1. Listing metadata

Field-level data

	Document Generation [PDF & Word] \| DocXpert	MergeUp \| Document Generation Rebuilt for Salesforce
Tagline	“Do you want to create documents with Salesforce data fast and easy? Use DocXpert! Test now 30 days free of charge. Press "Get it now". ✔ Use MS Word and configure through clicks not code ✔ First-class support in German and English”232 chars	“MergeUp is a Salesforce-native document generation platform built for speed, flexibility, and scale. Generate brand-ready docs with simple setup, automation through Flow and Apex, and advanced logic when you need it without the complexity of legacy tools.”255 chars
Description	788 / 2000 chars39% used	1098 / 2000 chars55% used
Screenshots	—	—
Languages	ende	nlenfifrde+5 more
Platforms	Shopify	Shopify
Developer	H+W CONSULT GmbH	Upsource Solutions

At a glance

9 metrics · auto-computed

Feature comparison between Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce
Metric	Document Generation [PDF & Word] \| DocXpert	MergeUp \| Document Generation Rebuilt for Salesforce
Rating	5.0 ★	5.0 ★
Total reviews	12	12
Free plan	—	—
Pricing	paid	paid
Built for Shopify	—	—
Pricing tiers	1 tier	★ 6 tiers
Listed features	3	★ 6
Languages	2 supported	10 supported
Listed since	Nov 2022	Jul 2023

AppRanks verdict

Generated from live data on this page

Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce are evenly matched on rating (5.0★ vs 5.0★) — the differentiator comes down to pricing fit, feature breadth, and which app's interaction pattern suits your team's workflow. Pricing entry tiers: Document Generation [PDF & Word] | DocXpert at paid, MergeUp | Document Generation Rebuilt for Salesforce at paid. Check each app's tier structure for the capacity limits you actually need before deciding — the headline number is the same shape, but the gating shape per tier (apps, orders, integrations) varies. Recommended evaluation path: install both apps' free tiers (where available) and run them in parallel on a small cohort of orders for 7-14 days before committing. The data tables below show the per-feature breakdown — for most merchants the deciding factor will be a single integration or workflow detail that's hard to compare from listing pages alone. This verdict is generated from the live marketplace data on this page — rating, review count, pricing tier, and category position all refresh from the canonical Salesforce AppExchange listing every 24 hours. AppRanks does not accept payment to influence comparison outcomes; the methodology is documented on the About page and applies identically to every pair on the site.

Read each app's audit: Document Generation [PDF & Word] | DocXpert audit • MergeUp | Document Generation Rebuilt for Salesforce audit

Listed	November 21, 2022	July 19, 2023

Last updated	—	—

3. Features

As listed by each developer

Document Generation [PDF & Word] | DocXpert

AS FAST AS LIGHTNING: DocXpert is a 100% Salesforce native solution for document creation in docx format. Data protection, performance and security are according to Salesforce standards.
AS EASY AS WORD: All templates are created in Word in docx format. You do not need any HTML skills and can use the standard Word functions for templates.
MADE IN GERMANY / POWERED BY H+W CONSULT: You receive support directly from the German Salesforce partner H+W CONSULT. If desired, we offer you an all-round service (Installation, template creation, salesforce customizing)

MergeUp | Document Generation Rebuilt for Salesforce

EFFORTLESS Speed up template building with the first AI-powered wizard, and with native copy & paste merge fields in the Admin UI
LIGHTNING FAST Merge tens of thousands of records into one or multiple documents in a few seconds.
CUSTOMIZABLE Use code and flow enabled APIs to bulk create documents or stitch them together.
READABILITY Utilize Expressions to make your word templates easier to read and maintain.
POWERFUL Reduce the need for formula fields and reporting objects via powerful template functions.
SIMPLICITY Build field and objects queries with our intuitive and easy to use Admin UI.

Keyword	Document Generation [PDF & Word] \| DocXpert	MergeUp \| Document Generation Rebuilt for Salesforce
document	#1011	#24
document scanner	#119	#40
easy sign	#117	#118

9. App details

Long-form description · keyword frequency

Document Generation [PDF & Word] | DocXpert

✔ 100% native experience (for docx format) ✔ Output formats: PDF*, Word (docx) ✔ Data from any Salesforce objects and fields [with exception of rich test fields]** ✔ Easy template creation in Word ✔ Clicks, not Code ✔ Flexible and easy customization ✔ Dynamic text modules ✔ Integration of images (static and dynamic) ✔ Integration of tables with positions ✔ Central management of templates in Salesforce ✔ Easy sharing of templates ✔ Multilingualism, multi-currency ✔ Dynamic filenames ✔ Storage in Salesforce Files ✔ Test now 30 days free of charge. Press "Get it now". * The PDF format is available as an addon. The price depends on the number of generated documents. Please contact our sales department if you are interested. **Please note that rich text fields are not supported.

Top keywords

dynamic3×2.63%
fields3×2.63%
salesforce3×2.63%
docx2×1.75%
format2×1.75%
integration2×1.75%
now2×1.75%
pdf2×1.75%
please2×1.75%
rich2×1.75%
templates2×1.75%
test2×1.75%

MergeUp | Document Generation Rebuilt for Salesforce

MergeUp, your lightning fast Salesforce document generation tool. Built with the newest LWC technology, it handles extensive and complex data sets with ease and boasts an intuitive and easy to use admin UI. Transform your data handling, simplify your workflow, and elevate your efficiency. The First AI-Powered Document Generation Tool on the AppExchange. The most painful part of document generation is creating mapped templates that pull the right data, can loop to repeat related data, and formatting that looks beautiful. Let our DocuMage AI do the hard work for you - and simply provide direction along the way. You have to see it to believe it. Reach out to our dedicated team of heroes: [email protected] ✔ AI-Powered Template Creation ✔ Simple or Complex Queries ✔ Tens of Thousands of Records at once ✔ Lightning Fast Document Generation ✔ Space Saving Formatting ✔ Seamless Integration with Salesforce ✔ Native LWC Components ✔ Customizable API Functions ✔ Copy & Paste Admin UI ✔ Powerful Functions to Calculate and Reformat Data ✔ Bulk Document Generation ✔ Document Stitching API

Top keywords

document6×3.64%
data5×3.03%
document generation5×3.03%
generation5×3.03%
admin2×1.21%
admin ui2×1.21%
ai-powered2×1.21%
api2×1.21%
complex2×

Frequently asked

Common questions about this comparison

Is Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce cheaper?

Both Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce offer paid plans only. Document Generation [PDF & Word] | DocXpert starts at paid; MergeUp | Document Generation Rebuilt for Salesforce starts at paid. Compare the per-tier features in the Pricing section above before committing.

Which has better reviews, Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

Document Generation [PDF & Word] | DocXpert (5.0★, 12 reviews) and MergeUp | Document Generation Rebuilt for Salesforce (5.0★, 12 reviews) are essentially tied on rating. Look at review velocity and individual reviewer quotes — both visible on each app's detail page — to differentiate.

Should I choose Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

It depends on what you're optimizing for. Document Generation [PDF & Word] | DocXpert fits better if you prioritize broader integrations; MergeUp | Document Generation Rebuilt for Salesforce is the call if you need the larger user base. Read both apps' detail pages on AppRanks for the full feature breakdown, install counts, and recent listing changes.

Which is faster to set up, Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

Both apps are one-click installs from the Salesforce AppExchange marketplace. Document Generation [PDF & Word] | DocXpert has more onboarding documentation maturity (12 reviews vs 12), which usually translates to better-tested setup wizards and quicker time-to-value. AppRanks doesn't measure setup time directly — read the recent reviews on each app's detail page for merchant-reported install experience.

Which works better for small vs large Salesforce AppExchange stores?

Document Generation [PDF & Word] | DocXpert typically suits early-stage and growth-mode stores based on its review-base composition (12 reviews). MergeUp | Document Generation Rebuilt for Salesforce aligns more with early-stage and growth-mode stores (12 reviews). Larger review bases generally mean the app has been load-tested at scale — relevant if you're processing high order volume or handling enterprise compliance requirements.

Can I migrate data between Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce?

Migration support varies by app and category. Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce both publish their export options on their marketplace listing pages (or in their support docs); some apps offer one-click import from competitors, others require CSV. The fastest check: search "import from MergeUp | Document Generation Rebuilt for Salesforce" in each app's help center. AppRanks does not track migration tooling directly — this is a category-specific capability worth verifying before commitment.

Document Generation [PDF & Word] | DocXpert vs MergeUp | Document Generation Rebuilt for Salesforce

Document Generation [PDF & Word] | DocXpert

1. Listing metadata

MergeUp | Document Generation Rebuilt for Salesforce

At a glance

AppRanks verdict

2. Pricing & plans

3. Features

4. Categories & rankings

5. Search rankings

7. Activity in the last 90 days

Document Generation [PDF & Word] | DocXpert · 1 changes

MergeUp | Document Generation Rebuilt for Salesforce · 2 changes

9. App details

Frequently asked

Is Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce cheaper?

Which has better reviews, Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

Should I choose Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

Which is faster to set up, Document Generation [PDF & Word] | DocXpert or MergeUp | Document Generation Rebuilt for Salesforce?

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More popular comparisons

Which works better for small vs large Salesforce AppExchange stores?

Can I migrate data between Document Generation [PDF & Word] | DocXpert and MergeUp | Document Generation Rebuilt for Salesforce?