Salesforce is the most powerful CRM on the market, but when it comes to generating polished, dynamic documents, many teams still face frustrating limitations. Whether it’s sales proposals, year-end tax letters, contracts, or compliance reports, most organizations are still relying on tools that are clunky, outdated, or overly complex.
At MergeUp, we saw an opportunity to fix that.
As we’ll explain in detail below, we built MergeUp to simplify Document Generation—without sacrificing power, flexibility, or performance. Too many legacy tools still rely on clunky interfaces and steep learning curves that drag teams down. What really matters is usability—something admins and ops leaders can confidently manage without constant developer support. Most products market themselves as “native” and “powerful,” but under the surface, they’re rigid, hard to scale, and costly to grow with. If your team can’t easily onboard new users, adapt templates, or predict your costs, it’s not a future-proof solution.
In fact, this is exactly the confusion highlighted in the Document Generation Buyer’s Guide recently published by MatrixPlace. With so many vendors in the space, many using similar buzzwords but offering vastly different capabilities, it’s become harder than ever to identify the right fit. That’s why the MatrixPlace team created a detailed framework to evaluate the space, breaking down what features really matter, and where different tools excel (or fall short).
Using their expertise in the space, they performed a detailed analysis of the top vendors across the hundreds of available ‘Document Generation’ apps. They divided these vendors into four ‘areas of expertise’ that highlight each vendor’s core strengths. This helps teams looking beyond the generic “Document Generation” search term understand which solutions best align with their needs.
Their conclusion? The best tool is the one that meets your specific needs—with a balance of day-to-day usability, intuitive automation support, and flexible customization that is manageable at scale. It’s no surprise that they listed MergeUp as one of the leaders in this area of expertise.
We agree. And we’re here to explain why you should too.
The Problem: Salesforce Document Generation Hasn’t Kept Up
Despite all the progress in automation and AI, most Document Generation tools still feel stuck in the past. Admins are forced to navigate steep learning curves, teams wrestle with rigid formatting limitations, and developers get dragged in to handle tasks that should be simple.
Some common frustrations include:
- Templates that are hard to build or maintain
- Limited support for dynamic logic or multi-object data
- Clunky experiences that don’t fit into Flows or Apex
- Generated documents that don’t match their original templates
- Pricing that scales unpredictably with usage or user count
These challenges aren’t just annoying—they directly impact speed, efficiency, and the ability to deliver great customer experiences.
MergeUp: Built to Move the Space Forward
We aren’t trying to check the same boxes as everyone else. We’ve taken a fresh approach—focusing on how Salesforce teams actually work and what they need to do with their data.
Designed for Admins
Built with Salesforce Admins in mind—no separate UI, no external schema. An intuitive configuration layer makes it possible to go from template upload to production-ready in minutes, not weeks.
Accelerated by AI
Simply upload your existing Microsoft Word document and let the platform’s AI map merge fields to Salesforce data. It’s the fastest path to getting branded templates into live workflows—especially for teams transitioning from legacy tools.
Flexible Where It Matters
Support for conditional sections, repeatable tables, and dynamic formatting is built in. Use the simple declarative builder or extend with JavaScript for advanced scenarios. Powerful where needed, simple where it counts.
Automation-Ready
Fits seamlessly into Salesforce automation, whether you’re using Flows, Apex, or declarative triggers. Documents can be generated from any update or condition—without clunky workarounds or hidden add-on fees.
Pixel-Perfect, Every Time
Maintain full control over fonts, logos, layouts, and colors with fully styled Microsoft Word doc templates and pixel-perfect PDF or Word outputs.
Simple, Scalable Pricing
Avoid the hassle of per-user licensing, unpredictable usage-based costs, or feature paywalls. A single, static annual price per org means no surprises and no need to track Document Generation volume.
What MatrixPlace Had to Say
Don’t just take us at our word—MatrixPlace named MergeUp one of the most innovative and admin-friendly solutions in the space, specifically calling out its speed to value, ease of use, and deep automation capabilities. In a landscape crowded with legacy platforms and lookalike tools, MergeUp stood out for its clean, Salesforce-minded design, AI-driven template builder, and powerful in-template logic—making it one of the few tools that’s equally approachable for admins and flexible enough for complex enterprise needs.
“MergeUp is an excellent fit for Salesforce-native teams looking for intuitive Word and PDF document creation paired with powerful logic capabilities and best-in-class user interface.”According to the report, MergeUp’s combination of AI-accelerated template setup, in-template JavaScript, and seamless Flow and Apex automation gives it a functional edge over traditional players—especially for organizations that need both polish and power without months of setup.
“Unlike other tools that require intricate setup, manual field mapping and constant tinkering, [MergeUp] streamlines the entire process with AI template creation and an intuitive user experience.”MatrixPlace further notes that:
“[MergeUp's] object model adheres closely to Salesforce standards, and documentation is particularly well-executed, giving it one of the most admin-friendly onboarding experiences of any solution reviewed.”And when it comes to output quality—an area where many tools struggle—MergeUp doesn’t just meet expectations, it exceeds them:
"MergeUp delivers exceptionally clean Word template fidelity—logos, fonts, and spacing are preserved with minimal post-merge artifacts… enabling high polish in final outputs that match brand and style.”
In short, MatrixPlace’s detailed analysis reinforces what MergeUp customers already know: if you’re serious about modernizing document workflows in Salesforce, MergeUp deserves a spot at the top of your shortlist.
Why MergeUp Belongs in Your Evaluation
If you’re currently comparing tools like Conga, Nintex, or S-Docs, you owe it to your team to evaluate MergeUp.
- Easy template creation and maintenance—no dev required
- AI-powered setup saves time and accelerates value
- Scales across departments, use cases, and industries
- Automation that works in the real world
- Beautiful documents you’re proud to send
Best of all, you can try MergeUp for free in your own Salesforce environment. Use your data. Build your documents. See it work—no strings attached.
Start Your Trial Today
Ready to move past the limitations of legacy Document Generation?
Salesforce has evolved. Your Document Generation solution should too. MergeUp is here to help you make that leap.