With MergeUp, generating documents in Salesforce is no longer a complex, time-consuming task. Unlike other tools that require intricate setup, manual field mapping, and constant tinkering, MergeUp streamlines the entire process with AI template creation, and a world-class user experience. With blazing fast setup time and a seamless UI, you can go from installing MergeUp to sharing merged documents in as little as 15 minutes. No matter your document needs, MergeUp has you covered, letting you focus on what really matters—your business. Say goodbye to the frustration of traditional document generation tools and experience the ease of MergeUp.
Your document merging tool has problems. MergeUp has the solutions!
| Problem | Solution |
|---|---|
| Complicated manual mapping to correct objects and fields in Salesforce. | MergeUp AI analyzes your original document, finds all the data in Salesforce, and maps everything for you. |
| Hand-typing tag syntaxes to place data points in your template. | MergeUp AI creates all merge tags – including tables of repeating data (like line items). |
| Navigating complicated and confusing settings. | MergeUp AI creates all the app settings in Salesforce for your new template. |
| Struggling to get the document template result you want by trial and error. | MergeUp AI generates a preview of your new template, so you can make it perfect right in MergeUp. |
MergeUp is crafted Lightning-ready to deliver a seamless and outstanding UI/UX experience. By leveraging the power of LWCs, MergeUp ensures lightning-fast performance, responsiveness, and a user-friendly interface that keeps you in control of your document generation process. With MergeUp, you can say goodbye to clunky interfaces and hello to an intuitive, polished, and efficient document generation process.
MergeUp fits seamlessly with the rest of your Saleforce Lightning Experience, making it intuitive and easy to use. MergeUp adapts effortlessly to different screen sizes and devices, ensuring a consistent and visually pleasing experience for users across desktops, tablets, and mobile devices. You can now generate beautifully formatted documents on the go, without compromising on the quality or functionality.
It’s your data: put it to work! No more manual data manipulation or tedious extraction processes. MergeUp’s user-friendly interface ensures that you can effortlessly design templates that gather extensive data, all within a single document. Easily build queries for all the data you need in MergeUp’s Admin Tool, then put them to use in your templates.
Custom Relationships allow you to define your own rules for how objects relate to one another, and use them in your template! Query any objects in your org with just a few clicks, and populate your templates how you want. You can spend less time building queries, and focus on delivering exceptional documents on-demand.
