Template Creation
See how MergeUp helps create document templates from existing files and Salesforce data.
See MergeUp in Action
Get Your Personalized Demo
Learn how MergeUp helps Salesforce teams create templates, map data, and automate document workflows directly inside Salesforce.
Go from zero to automated documents in minutes.
Use the demo to see how MergeUp turns Salesforce data into customer-ready documents without manual copy-paste, fragile templates, or legacy complexity.
- See how AI-assisted template setup works
- Review Salesforce data mapping and template logic
- Explore Flow, Apex, API, and batch generation options
- Discuss pricing, migration, and your document use cases
Book a Time with MergeUp
Pick a time that works for you. Schedule your personalized walkthrough below.
What You'll See in the Demo
A focused walkthrough of the document generation workflow your Salesforce team can actually use.
Automation Options
Review how documents can be generated from buttons, Salesforce Flow, Apex, API, and batch workflows.
Output Formats
Explore how MergeUp supports DOCX, XLSX, PPTX, and PDF for contracts, proposals, reports, receipts, and more.
Need Something More Personalized?
Have a specific use case and want something more personalized? Contact us to get started and we'll help you evaluate the best approach for your Salesforce document generation requirements.
Contact Our TeamFrequently Asked Questions
Quick answers before you book a MergeUp demo.
Who should attend the demo?
Salesforce admins, RevOps leaders, architects, operations teams, and business stakeholders who own document generation, template maintenance, or Salesforce automation are a strong fit.
What should I bring to the demo?
Bring examples of the documents you generate today, such as contracts, proposals, reports, tax receipts, spreadsheets, presentations, or customer-facing templates.
Can we discuss replacing Conga or another document generation tool?
Yes. MergeUp is often evaluated by Salesforce teams moving away from legacy document generation systems. The demo can cover migration strategy, template complexity, and automation requirements.
Does MergeUp support Salesforce Flow?
Yes. MergeUp supports automation through Salesforce Flow, Apex, API, buttons, and real-time or batch generation patterns depending on your use case.
Can I start without booking a demo?
Yes. You can start from the AppExchange if you want to explore MergeUp directly, or book a demo if you want a guided walkthrough first.
Ready to Get Started?
Install MergeUp directly from the Salesforce AppExchange or contact our team if you'd like guidance on your specific document generation requirements.