Complex Salesforce Documents. Simplified.
Generate contracts, proposals, reports, tax receipts, and custom documents directly from Salesforce.
Teams Are Moving Beyond Legacy Doc Gen
Modern Salesforce teams need document generation that is easier to launch, easier to maintain, and ready for real automation.
"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."
"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."
Replacing Conga? Start Here.
If your team is reevaluating Conga Composer or other legacy Salesforce document generation tools, MergeUp gives you a modern path forward.
Legacy doc gen often creates drag
Template sprawl, brittle merge logic, consultant dependency, and manual maintenance can slow down teams as document workflows scale.
- Hard-to-maintain templates
- Manual field mapping
- Limited admin flexibility
- Unpredictable long-term overhead
MergeUp is built for modern Salesforce teams
Create templates faster, centralize business logic, automate with Salesforce Flow, and generate polished documents without the legacy burden.
- AI-assisted template builder
- Reusable Expressions
- Salesforce-native automation
- Predictable org-based pricing
How It Works
Go from Salesforce data to finished customer-ready documents in three simple steps.
Build your template
Use AI-assisted setup, merge fields, reusable logic, and Salesforce data to create document templates faster.
Trigger generation
Generate documents from a button, Salesforce Flow, Apex, API, or automated process.
Deliver the file
Produce formatted documents in DOCX, XLSX, PPTX, or PDF for sales, finance, operations, and customer teams.
Salesforce-Native Features
Everything your team needs to scale document generation without creating more admin overhead.
AI Template Builder
Create templates faster with AI assistance and reduce repetitive setup work.
Flow Automation
Trigger document generation from Salesforce Flow and automate critical workflows.
Reusable Expressions
Centralize business logic and reduce duplicate rules across templates.
Apex and API Ready
Support advanced automation patterns for complex Salesforce environments.
Experience Cloud Support
Generate documents for internal users, partners, customers, and portals.
Multiple File Formats
Create DOCX, XLSX, PPTX, and PDF outputs from Salesforce data.
Choose Your Next Step
Talk with the MergeUp team or start from AppExchange. Buyers can choose the path that fits their process.
Ready to Simplify Salesforce Document Generation?
See how MergeUp helps teams generate customer-ready documents directly from Salesforce without the maintenance burden of legacy systems.