AI-powered templates, instant Salesforce data mapping, and automation built directly into your workflows. No manual setup. No fragile templates.
The Problem
Most Document Tools Are Stuck in the Past
It's not your process. It's your current tool.
Templates take days or weeks to build
Most teams spend more time setting up templates than actually generating documents.
Data mapping is manual and fragile
One small data change can break your template and force another round of fixes.
Complex logic requires developers
Even simple document changes turn into tickets, delays, and dependency on technical resources.
Pricing scales unpredictably
What starts affordable quickly becomes expensive as usage, users, or automation increases.
The Industry Standard
There’s a Better Way to Build Documents
Document generation should be instant, automated, and built for Salesforce admins, not engineers. That’s what MergeUp changes.
No Manual Mapping
AI Template Creation
Create document templates in minutes with AI that understands your structure, maps your Salesforce data, and eliminates the need for manual setup or trial-and-error formatting.
Faster Setup
Reduced Errors
Admin-Friendly
Built for Salesforce
Work entirely inside Salesforce with a native Lightning experience that keeps your team in one system and aligns document generation with your existing data and workflows.
Lightning Experience
No System Switching
API-Enabled
Automation Ready
Generate documents automatically using Flow, Apex, or API, so document creation becomes a seamless part of your processes instead of a manual step.
Scales With You
Workflow Automation
Quick Implementation
Minutes, Not Weeks
Go from initial setup to live document generation in minutes, reducing implementation time and accelerating time to value across your team.
Production-Ready
Fast Time-to-Value
MergeUp Features
Power Without Complexity
All the functionality. None of the friction.
Dynamic Queries and Relationships
Pull in related Salesforce data seamlessly without manual field mapping.
MergeUp Expressions
Handle complex document logic with expressions, and extend with JavaScript for advanced scenarios.
Bulk Document Generation
Generate high volumes of documents instantly without slowing down your workflows.
AI-powered template builder
Create templates instantly with AI that understands your structure and maps your Salesforce data automatically.
Document Previews
Quickly generate a preview of your document to validate formatting and data before sharing.
Full Automation Support
Trigger document generation through Flow, Apex, or API as part of your workflows.
A Word From Our Customers
Teams Don’t Go Back After Switching
The tool built for speed, simplicity, and control.
"MergeUp has been a great switch from our previous document generator and the customer service is above and beyond. Andrew was great at assisting us with the process of getting our account set up and Jared was such a delight to work with to migrate our documents over. Their patience and guidance was A+. The product is reasonably priced. They have a quick response time! We are happy customers!"
Paola Cedeno
Data and Events Manager at Prime Time Palm Beach County
"My team uses Salesforce daily, MergeUp has been a great feature allowing our teams to create customer facing documentation leveraging project specific information. It drives standardization and consistency with our customer facing documentation and eliminates our team from having to manually create their own document. The support team has been amazing to work with! Definitely would recommend."
Tiffany Futrell
Delivery Operations Manager at GHX
"We recently switched from Conga to MergeUp and it has been a breath of fresh air. Native lightning management, no need to write convoluted variable injected SOQL queries for child records, built in versioning and best of all a flat fee. Our document needs are fairly complex, joining dozens of fields from up to 4 related records and MergeUp handles it with ease."
Charles Nelson
Salesforce Developer at Great Western building Systems
"My org was able to take advantage of their Gold plan, and the MergeUp team did a great job assessing our needs, designing a solution based in good architectural practice, and documenting the build as well as how to use it. As the Admin, I had no problem jumping in and making final edits. We currently use MergeUp for generating cumulative tax receipts for donors, but I'm excited to discover our next use case."
Corinne Rydman
Salesforce Administrator at San Francisco AIDS Foundation