The Industry Standard
How MergeUp Works
How MergeUp Works
From template creation to document delivery, everything happens inside Salesforce. Fast to set up, easy to manage, and built to scale.
AI-Assisted Template Setup
Create Your Template
Start with your document. MergeUp handles the rest.
Upload an existing Word document or start from scratch. MergeUp uses AI to understand your structure and map Salesforce data automatically.
Instead of manually configuring fields and merge tags, you get a working template in minutes.
Automatic Data Mapping
Use Existing Docs
Conditional Sections and Loops
Add Logic Where Needed
Simple to start. Flexible when it matters.
Use expressions to control how your documents behave. Add conditional sections, calculations, and repeatable data without turning templates into complex systems.
For advanced scenarios, extend your templates with in-template JavaScript.
Readable Expressions
JS support for Advanced Logic
Fast Document Generation
Generate and Review
Validate your document before it goes out.
Generate documents in seconds and preview the output to ensure everything looks right. Iterate quickly without reworking your entire template.
No guesswork. No trial-and-error cycles.
Quick Preview for Validation
Reduced Iteration Time
Brand-Consistent Output
Deliver with Confidence
Documents that match your brand and your data.
MergeUp preserves your document formatting, so what you design is exactly what gets generated. From proposals to contracts, every document is consistent, accurate, and ready to send.
DOC / XLS / PPT / PDF
Accurate Data Every Time
Flow, Apex, and API Integration
Automate Your Workflow
Make document generation part of your process.
Trigger document generation through Salesforce Flow, Apex, or API. Whether it’s a single document or a batch process, everything runs inside your existing workflows.
Documents become a seamless step, not a manual task.
Real-Time or Batch Generation
Built For Scale
AI-Assisted Template Setup
Create Your Template
Start with your document. MergeUp handles the rest.
Upload an existing Word document or start from scratch. MergeUp uses AI to understand your structure and map Salesforce data automatically.
Instead of manually configuring fields and merge tags, you get a working template in minutes.
Automatic Data Mapping
Conditional Sections and Loops
Add Logic Where Needed
Simple to start. Flexible when it matters.
Use expressions to control how your documents behave. Add conditional sections, calculations, and repeatable data without turning templates into complex systems.
For advanced scenarios, extend your templates with in-template JavaScript.
Readable Expressions
JS support for Advanced Logic
Fast Document Generation
Generate and Review
Validate your document before it goes out.
Generate documents in seconds and preview the output to ensure everything looks right. Iterate quickly without reworking your entire template.
No guesswork. No trial-and-error cycles.
Quick Preview for Validation
Brand-Consistent Output
Deliver with Confidence
Documents that match your brand and your data.
MergeUp preserves your document formatting, so what you design is exactly what gets generated. From proposals to contracts, every document is consistent, accurate, and ready to send.
DOC / XLS / PPT / PDF
Flow, Apex, and API Integration
Automate Your Workflow
Make document generation part of your process.
Trigger document generation through Salesforce Flow, Apex, or API. Whether it’s a single document or a batch process, everything runs inside your existing workflows.
Documents become a seamless step, not a manual task.
Real-Time or Batch Generation