Summit LLC cut document costs by 88% by replacing their legacy document tool

Customer Story · Salesforce Document Generation

Summit LLC cut document costs by 88% by replacing their legacy document tool. Facing a steep licensing increase to add the automation they needed, Summit moved two of their highest-volume Salesforce workflows to MergeUp and reclaimed hundreds of hours a year in the process.

At a glance

• 88% reduction in document generation licensing costs

• 300–450 hours of manual work eliminated every year

• Most complex template rebuilt in hours instead of weeks

Before: Outgrowing a manual, click-by-click process

As Director of Salesforce CRM Platforms, Kelly oversees the document generation behind Summit’s quotes, trip confirmations, trip sheets, invoices, and Excel outputs. Their legacy document-generation tool met the need at first, but the business changed.

Their licensing model only supported manual, one-record-at-a-time generation. Every document meant someone clicking a button. As volume climbed into the tens of thousands of records, Summit needed batch generation and record-triggered automation, and adding those to their existing tool meant a significant jump in licensing cost.

“The solution wasn’t broken. It just wasn’t built for where we needed to go.” — Kelly, Director of Salesforce CRM Platforms

The solution: A platform built around automation, not clicks

Instead of paying more for a tool designed around manual work, Summit chose one designed around automation. The comparison came down to five clear advantages and a dramatically lower total cost.

The project kicked off on March 5, 2026 and wrapped just over a month later on April 7. The migration finished without issues, user adoption was immediate, and Summit still had included implementation hours left over for future work.

Trip Sheet generation

A complex data model—Opportunities → Legs → Vehicles—pulling from unrelated records. What was once generated one Vehicle at a time, across tens of thousands of records a year, is now a single batch action per Leg.

Proforma invoices

Monthly invoices that each required a manual trigger now generate automatically the moment a record hits Pending Approval, so documents are waiting before anyone needs to review them.

“Building that template in our old tool took weeks of creative workarounds. In MergeUp, I rebuilt it in a couple of hours.” — Kelly, Director of Salesforce CRM Platforms

The results: More capability, at roughly 88% less cost

• Reduced document generation licensing costs by approximately 88%

• Eliminated an estimated 300–450 hours of manual work annually

• Automated Trip Sheet generation across tens of thousands of records a year

• Removed licensing constraints with unlimited-user licensing

• Completed implementation in just over a month, with immediate adoption

“We were getting more capability for roughly 88% less cost. For us, the numbers spoke for themselves.” — Kelly, Director of Salesforce CRM Platforms, Summit LLC

“If you’re on a legacy document tool and you need batch generation or record-triggered automation, make the move. The licensing math alone likely makes it a straightforward decision, but the usability improvement is a benefit you won’t fully appreciate until you’re on the other side of it.”

See what MergeUp can do.