5 Ways Apsona’s Affordable Document Merge Solution Empowers Nonprofits

In the nonprofit sector, every resource counts. Efficiency and cost-effectiveness are priorities as organizations strive to maximize their impact within tight budgets. Nonprofits face unique challenges in managing documents and communications seamlessly. For example, sending timely and accurate donation receipts to donors is essential. Apsona Document and Email Merge can streamline this process by generating personalized receipts using Salesforce data. It also ensures they are sent promptly. Along with the scheduler solution, Apsona’s Document and Email Merge not only streamlines operations but also offers a highly affordable alternative to other Salesforce solutions.


Nonprofit - Apsona

Simplifying Document and Email Merge


Nonprofits often rely on numerous documents and communications to engage with donors, manage events, and coordinate with volunteers. Manually creating and managing these documents can be time-consuming and prone to errors. Apsona’s document and email merge feature simplifies this process, allowing users to generate personalized documents and emails directly within Salesforce.

With Apsona, you can:


  1. Generate Documents with Ease: Apsona’s Document and Email Merge tool allows nonprofits to generate Word, Excel, or email documents directly within their browser. This convenience eliminates the need for complex software installations, enabling users to focus on their core mission without technical hurdles.
  2. Craft Your Template with Familiar Tools: Nonprofits can leverage the Word or Excel tools they already know and love to design or reuse templates with placeholders. This familiarity reduces the learning curve and ensures that creating professional, polished documents is both quick and efficient. Templates can be seamlessly uploaded to Salesforce, making the process straightforward.
  3. Experience Seamless Data Mapping: Apsona makes it simple to map your data to your templates. Choose your data source, whether it’s a native or custom object or a report, and effortlessly match its fields to your template’s placeholders. This streamlined process ensures accuracy and saves time, allowing nonprofits to maintain focus on their mission-driven work.
  4. Streamline Document & Email Generation: With Apsona, executing the merge action transforms your data into polished documents or personalized emails with ease. This functionality not only enhances operational efficiency but also ensures that communication with stakeholders is timely and professional, fostering stronger relationships and trust.
  5. Save time and Resources: Apsona’s document and email merge tool, combined with its scheduler solution, offers a highly affordable alternative to other Salesforce solutions. This cost-effectiveness allows nonprofits to allocate more of their budget to impactful programs and services, rather than expensive software, thereby maximizing their resources for greater community benefit.


Apsona Document and Email Merge Tool


Efficient Scheduling for Better Time Management

Nonprofits often juggle multiple projects, events, and campaigns simultaneously. Efficient scheduling is crucial to ensure everything runs smoothly. Apsona’s scheduler solution is designed to help you stay organized and on track.

With our scheduler, you can:

  • Automate Reports and Dashboards: Automate your Apsona reports, and notifications, allowing you to concentrate on strategic and innovative initiatives.
  • Plan and Execute Communications: Configure Apsona’s Email and Document Generator add-on to automatically run merge actions and send documents.
  • Elevate Operational Approach: Discover convenience and advanced capabilities with precise management of every task.

The scheduler’s integration with Salesforce means all your data remains centralized, accessible, and up-to-date, providing a clear overview of your operations at all times.


Apsona's Scheduler Tool


Affordability without Compromise

One of the standout features of Apsona’s solutions is their affordability. We believe that powerful tools should be accessible to organizations of all sizes, especially those dedicated to making a positive impact in their communities.

Compared to other document merge solutions for Salesforce, Apsona offers a more budget-friendly option without compromising on functionality or performance. Our competitive pricing structure is designed with nonprofits in mind, ensuring you get the best value for your investment.


Why Choose Apsona?

  • Tailored for Nonprofits: Our tools are designed to address the specific needs and challenges faced by nonprofit organizations.
  • Ease of Use: Intuitive and user-friendly interfaces make it easy for anyone on your team to use our solutions effectively.
  • Cost-Effective: Enjoy robust features at a fraction of the cost of other solutions, allowing you to allocate more resources to your mission.


Apsona Document and Email Merge Pricing (Nonprofits)

Product Function Base Package Number of Users Included in Base Package Additional Cost per User
Email and Document Merge Personalize and generate Word, PDF, Excel documents, labels, and emails using Salesforce data. $360/yr 3 users $120/yr


Apsona Scheduler Pricing

Tier Size Price (per run)*
Tier 1 Any number of runs between 1000 – 9,999 $0.22
Tier 2 Any number of runs between 10,000 – 24,999 $0.13
Tier 3 Any number of runs above 25,000 $0.09


At Apsona, we are committed to empowering nonprofits with the tools they need to operate efficiently and achieve their goals. By leveraging our document and email merge, and scheduler solution, your organization can save time, reduce costs, and focus more on what truly matters – making a difference.

Explore how Apsona can transform your nonprofit’s operations today and join the many organizations that have already benefited from our innovative solutions. Together, we can create a more efficient and impactful nonprofit sector.

Join us for live demo sessions to see Document and Email Merge in action, or contact us for quoting/pricing information. 


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