Built for Salesforce teams

What are you trying to solve?

Choose the workflow that best matches what you need. We build focused Salesforce tools for document generation and SharePoint file management.

MergeUp
Document Generation

I need to generate documents from Salesforce.

Create polished documents from Salesforce data without relying on a legacy document-generation workflow.

  • ✓ Generate contracts, proposals, reports, tax receipts, and more
  • ✓ Automate generation with Salesforce Flow, Apex, or API
  • ✓ Output DOCX, XLSX, PPTX, and PDF files
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sFiles
SharePoint + Salesforce

I need to manage SharePoint files from Salesforce.

Give Salesforce users a simpler way to work with SharePoint files without constantly switching between systems.

  • ✓ Bring SharePoint file workflows directly into Salesforce
  • ✓ Upload, edit, organize, and access files without leaving Salesforce
  • ✓ Keep SharePoint as the file-management foundation
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Not sure which path fits? Start with the problem you are trying to solve.