Merge Connect Reviews & Product Details

Merge Connect makes document generation for Salesforce easier than ever before. With Merge Connect, you can build templates, generate documents, create automated document generation processes, and access generated documents directly from Salesforce records. BUILD DOCUMENT GENERATION TEMPLATES DIRECTLY IN SALESFORCE. Experience the easiest template builder in the ecosystem. The Merge Connect Template Builder brings an elegant, familiar, no-code experience into a single browser tab. GENERATE DOCUMENTS USING SALESFORCE DATA. Generate PDFs, Microsoft Word documents, and PowerPoint presentations from Salesforce record pages in seconds. AUTOMATE DOCUMENT GENERATION PROCESSES WITH SALESFORCE FLOW. With support for Record-Triggered, Screen, and Autolaunched Flows, The Automate Merge custom Flow action makes it easy to build automated processes that keep your entire org on the same page. VIEW GENERATED DOCUMENTS FROM SALESFORCE RECORD PAGES. The Merged Documents Lightning Component displays generated documents directly in their corresponding record, improving document management and visibility in your org. DOCUMENT GENERATION READY FOR AGENTFORCE. With Agentforce capabilities available at no additional cost, you can enhance your doc gen processes with dynamic, agent-authored content based on the data merged into documents. NO MINIMUM LICENSE REQUIREMENT. With Appiphony apps, there is no minimum to meet when purchasing licenses. Buy what your org needs, nothing more.