Better Together

Two Products. One Complete Document Workflow.

Two Products. One Complete Document Workflow.

Generate documents in Salesforce with MergeUp, store and manage them in SharePoint with sFiles. Fully connected, fully automated.

Generate With MergeUp

Salesforce data turns into a formatted document (DOCX / XLSX / PPTX / PDF)

Store With sFiles

The document is automatically stored in organized SharePoint folders and linked back to Salesforce

Teams use MergeUp and sFiles together to:

Generate and store contracts automatically

Generate and store contracts automatically

Manage proposals and supporting documents

Manage proposals and supporting documents

Handle compliance and reporting workflows

Handle compliance and reporting workflows

Keep documents organized across large teams

Keep documents organized across large teams

Complete Your Document Workflow

See how MergeUp and sFiles work together to simplify document generation, storage, and management inside Salesforce.

Learn More

Learn More

Start Your Free Trial

Start Your Free Trial

See How it Works

See How it Works