Mambo Merge by MK Partners
Data-rich in-org document generation
Why wait in line for your mail merge documents?
Perform a mail merge directly in Salesforce to generate professional docx, pdf, powerpoint (and more!) files, populated with your data at the click of a button! And get 10 free licenses of Mambo Merge Free Edition just by installing from the AppExchange!
Mambo Merge is a 100% native solution to generate professional docx files out of Salesforce. No more cutting and pasting, no more re-formatting, and no more clicking back and forth between apps - just push the button and download your finished file.
Mambo Merge makes it easy to transform even your existing Word docs for Salesforce generation, so you can keep the look and feel that works for your business, but save time when it comes to creating them.
Perfect for invoices, quotes, contracts, work orders, purchase orders, and more! And again, unlike other solutions, with Mambo Merge your data never leaves Salesforce, so you never have to worry about who has access along the way.
- SIMPLE AND QUICK IMPLEMENTATION
Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing .docx template can be converted into a mambo merge template within minutes.
- PROFESSIONAL AND DATA RICH
Instantly perform a secure mail merge to produce highly-finished Word, PowerPoint, and PDF documents with data from your Salesforce org.
- SAFE AND SECURE
Mambo Merge is the most secure mail merge document generation app for Salesforce. Your data never leaves Salesforce so it's 100% secure from start to finish.
Install directly in your org from the AppExchange here: https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3u00000MBinOEAT