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Document & Email Merge
I love the multi-step reporting tools with the "mail merge" feature that lets me generate very user-friendly reports for different audiences.
I hadn't really gotten into your merge tool until recently, and I was testing several other apps at the same time. I found yours to be the easiest, simplest, and no-frills in a really good way that I think will allow my clients a quicker learning curve. So, thanks!
We use Document Merge for generating orders from Opportunities with Products, and my CFO is delighted to be able to generate Excel pivot reports in real-time with the click of a mouse.
Apsona's mail merge tool is extremely powerful and flexible. I've always been able to find a way to grab all of the fields I need for a seamless merge.
God, I LOVE Apsona! I use it for mail merges, importing data, updating existing data, etc... It truly is indispensable.
Our tool is a native Salesforce application, ensuring seamless integration and data accuracy. Dive into a world where data management meets personalized communication.
Generate Word, Excel, or email documents directly within your browser. No third-party services, no unnecessary complications—just fast, secure, and efficient merging.
Use the Word or Excel tools you're already familiar with to create templates. Plus, with full support for all Excel features, including pivot tables, charts, and array formulas, your documents will be as dynamic as they are precise.
Craft detailed documents for your top partners, showcasing their sales achievements, current opportunities, and more. Whether you want a single document or multiple ones, the choice is yours.
Leverage the power of Excel to create multi-tab spreadsheets, dashboards, charts, and pivot tables. Combine this with Apsona's reporting and data extraction features, and you have a report that's both visually appealing and data-rich.
Personalize your communication with custom email templates. Target specific segments, attach relevant documents, and ensure every email hits the mark.
Enjoy the flexibility of both platforms, tapping into their wide feature sets, including conditional formatting for MS Word.
Apsona's intuitive design ensures a swift learning curve, outshining other apps in simplicity and efficiency for doc and email merge.
Whether it's spreadsheets, docs, or emails, one license gives you access to all.
Forget about rigid naming conventions. Create any field names in your template, and our tool will match them with your data fields.
Whether it's buttons, reports, filtered sets, or multi-step reports, our tool adapts to your needs.
No caps, no limits. Produce as many merged documents as you desire.
Handle different templates based on the data source fields, ensuring every document is perfectly tailored.
Leverage the Word or Excel tools you know and love. Design (or re-use) templates with placeholders and seamlessly upload it to Salesforce.
Choose your data source, be it a native/custom object or a report. Then, effortlessly match its fields to your template's placeholders.
Execute the merge action and watch as your data transforms into polished documents or personalized emails.
Transform your Salesforce data into beautifully formatted Excel spreadsheets, complete with dynamic pivots and insightful charts.
Provide field sales personnel with tailored lead sheet documents, each paired with a personalized email, ensuring they're always ready to make the next sale.
Send personalized thank-you emails to last week's customers, making them feel valued and appreciated.
Quickly generate address labels, event tickets, or special offers with unique coupons and mailing envelopes.
Craft detailed invoices, tax statements, and donor thank-you letters. Or, honor your gold partners with recognition letters, all on your official company letterhead.
| Comparison with similar products | Apsona Document Generator |
Conga Composer |
|---|---|---|
| Generate Word (.docx) documents |  |
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| Address labels | |
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| Generate Excel (.xlsx) documents | |
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| Generate PDF documents | |
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| Generate Powerpoint documents | |
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| Supports both native and custom Salesforce objects | |
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| Generate email messages | Included | Additional cost (Conga Courier) |
| Bulk document generation (documents for multiple records in one run) | Included | Additional cost (Conga Conductor) |
| Email can contain a list (e.g., invoice containing list of items purchased) | |
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| Email from custom domains | |
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| Documents generated entirely within the browser | Yes (except PDFs) | No (uses third-party service) |
| Excel documents support pivot tables and pivot charts | |
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| Pricing basis | Single flat fee | Per-unit cost based on number of documents/emails generated |
| Max rows per report | Unlimited | 2,500 |
| Max number of sub-lists | Unlimited | 50 |
| Max generated document size | Unlimited (depends only on your computer's memory) | 40 MB |
| Max size of template file | 2 MB (recommended) | 10 MB |
| Can send scheduled email | |
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| Graphical (WYSIWYG) email template editor | |
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The email component of the merging tool uses Salesforce’s built-in single-email-messaging service. Currently, this service limits you to a maximum of 5,000 email messages per day per user.
When you generate a Word or Excel document with the Apsona tool, your data never leaves your Salesforce org. All data traffic happens between your browser and the Salesforce database using the Secure Sockets Layer connection, and the document is generated entirely within your browser. There is no third-party service involved. This architecture is quite different from other document generation tools on AppExchange (such as Conga or Drawloop), which need to transmit your data to their servers in order to prepare the documents. This architecture also enables Apsona to generate and deliver documents much more quickly than other products.
When you generate a PDF file, however, we have to make an exception. Unfortunately, there is no easy way to convert a Word or Excel document to PDF format entirely within the browser. For this reason, PDF conversion relies on an external service that we provide. However, we ensure that the data transmitted to this service is limited to the content of the generated Word document, and nothing else. And, of course, that the communication happens entirely over the Secure Sockets Layer, with safeguards in place to guard against cross-site scripting and similar attacks.
If you don’t already have Apsona for Salesforce installed, please install it by visiting our AppExchange listing. If you’d like to add a particular add on license, you can install it directly from the App Exchange. Please use the feedback link and support form to request a sample of Scheduler Runs and any questions about installing.
The merge tool handles Word .docx format and can produce pdf files. The Excel generator requires .xlsx format. The older .doc and .xls formats are not supported, but you can use the Microsoft’s Office Compatibility Pack to circumvent this limitation.
Please watch the video at the top of this page, or visit our help and support section.
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