Document & Email Merge

Personalized & Flawless Document & Email Generation, Right from Salesforce

No more complex SOQL queries. Just intuitive, powerful merging of excel, documents & PDFs that speak directly to your audience.

From the Users' Perspective

  • I love the multi-step reporting tools with the "mail merge" feature that lets me generate very user-friendly reports for different audiences.

    - Sebastian Wren

  • 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!

    - Amy Martin, Consultant

  • 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.

    - Alice Summers

  • 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.

    - Chad Harris

  • God, I LOVE Apsona! I use it for mail merges, importing data, updating existing data, etc... It truly is indispensable.

    - Samantha Charnes

Beyond Basic Merging: Discover
the Advanced Features of Apsona's
Document & Email Merge

1. Fast, Familiar & Functional

  • Fully Integrated
    With Salesforce

    Our tool is a native Salesforce application, ensuring seamless integration and data accuracy. Dive into a world where data management meets personalized communication.

  • Fast, Secure, and

    Generate Word, Excel, or email documents directly within your browser. No third-party services, no unnecessary complications—just fast, secure, and efficient merging.

  • Familiar Tools,
    Enhanced Capabilities

    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.

2. A Single Package, Multiple Merge Options

  • Word Merge

    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.

  • Excel Merge

    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.

  • Email Merge

    Personalize your communication with custom email templates. Target specific segments, attach relevant documents, and ensure every email hits the mark.

3. Flexibility at Its Finest

  • Support for MS Word
    & Google Doc

    Enjoy the flexibility of both platforms, tapping into their wide feature sets, including conditional formatting for MS Word.

  • Simple Doc Merge

    Apsona's intuitive design ensures a swift learning curve, outshining other apps in simplicity and efficiency for doc and email merge.

  • Multiple Outputs,
    One License

    Whether it's spreadsheets, docs, or emails, one license gives you access to all.

4. Unparalleled Customization & Efficiency

  • Flexible Merge Fields

    Forget about rigid naming conventions. Create any field names in your template, and our tool will match them with your data fields.

  • Merge From Any Data Source

    Whether it's buttons, reports, filtered sets, or multi-step reports, our tool adapts to your needs.

  • Unlimited Merging

    No caps, no limits. Produce as many merged documents as you desire.

  • Multiple Templates for Diverse Needs

    Handle different templates based on the data source fields, ensuring every document is perfectly tailored.

Doc & Email Merging Made Easy in Just 3 Steps with Apsona

Craft Your Template

Leverage the Word or Excel tools you know and love. Design (or re-use) templates with placeholders and seamlessly upload it to Salesforce.

Map Your Data

Choose your data source, be it a native/custom object or a report. Then, effortlessly match its fields to your template's placeholders.

Generate Documents & Emails

Execute the merge action and watch as your data transforms into polished documents or personalized emails.

Where Precision Meets
Personalization: Real-World Applications of Apsona’s Merge Tool

Data Visualization, Simplified

Transform your Salesforce data into beautifully formatted Excel spreadsheets, complete with dynamic pivots and insightful charts.

Empower Your Sales Team

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.

Celebrate Every Sale

Send personalized thank-you emails to last week's customers, making them feel valued and appreciated.

Event-Ready in Moments

Quickly generate address labels, event tickets, or special offers with unique coupons and mailing envelopes.

Elevate Your Professionalism

Craft detailed invoices, tax statements, and donor thank-you letters. Or, honor your gold partners with recognition letters, all on your official company letterhead.

Apsona’s Doc & Email Merge Vs. Conga Composer: A Side-by-Side Feature Breakdown

Comparison with similar products Apsona
Document Generator
Conga Composer
Generate Word (.docx) documents
Address labels
Generate Excel (.xlsx) documents
Generate PDF documents
Generate Powerpoint documents
Supports both native and custom Salesforce objects
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)
Email from custom domains
Documents generated entirely within the browser Yes (except PDFs) No (uses third-party service)
Excel documents support pivot tables and pivot charts
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
Graphical (WYSIWYG) email template editor

Setting the Stage for Apsona Doc & Email Merge

Core Requirement

Apsona Doc & Email Merge thrives on Apsona for Salesforce. To unlock its full capabilities, you’ll need the base license of Apsona for Salesforce.

For Non-Administrators

If you’re not an administrator, ensure your Apsona setup includes access to Salesforce’s Document object. Need guidance? Refer to our Apsona configuration documentation.


The Document Generator add-on lets you produce a wide range of documents from your Salesforce data:
  • Excel generation: Generate an Excel spreadsheet from an Excel .xlsx template, containing data from one or more Salesforce objects or Apsona reports or multi-step reports.
  • Email generation: Generate one or more personalized email messages from an email template, and send off the email messages.
  • Document generation: Generate a batch of .docx or .pdf files from a .docx template, and download the results either as a .zip file or as a single .docx file with many pages, one for each record.
  • Address labels: Generate a list of address labels using standard or custom stationery, with addresses from your Salesforce database.
  • Email and document generation: Use a specified email template and a specified document template to generate a batch of email messages and documents, attach each resulting document to the corresponding email, and send off the emails.
  • One-click merge/mail: Set up a button in a detail page of your Salesforce system, so that clicking the button will generate the result of merging that data record with your template.
In all of these cases, the data to be merged into the template can be obtained either from an Apsona report, including cross-object reports, or from the records in any of the Salesforce objects via Apsona’s console or tabular views.
Yes, Apsona includes complete support for both native and custom objects.
Salesforce provides a merge feature that relies on Internet Explorer, as well as a feature called extended merge. The Apsona tool does not require any of these features.
Apsona’s merge tool works best with Google Chrome, Mozilla Firefox and Microsoft Edge. It is supported on Windows, Mac and Linux platforms, and works with Microsoft Office (versions 2007 or later), OpenOffice or LibreOffice software, or Google Docs.

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.

For email templates, the merging tool can use any of the templates stored in your salesforce org, i.e., the ones accessible via Setup – Communication Templates – Email Templates. For document templates, the merging tool can use any .docx or .xlsx files available in your Salesforce Documents object or any Google Docs or Spreadsheet weblink.
Please visit our pricing page for details.

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.

  • You don’t need special names for merge fields. This is unlike many other products. When creating a template, you can make up any field names you want, and the merge tool discovers and matches those names with your data fields on-the-fly.
  • You can mix-and-match templates used with reports. Since merge field names are not linked to (i.e., don’t have to be the same as) either data field names or report field names, you can use the same report with multiple templates. For example, you can create an Apsona report of your top opportunities from last month, filter it once for the gold partners and send using the “gold” template, and then filter it for the “bronze” partners to send using the bronze template. The two templates do not have to use the same field names.
  • It can use any of your existing document and email templates – no need to rewrite any of them, even if you have prepared them for another vendor’s (such as Conga or Drawloop) products.
  • It works with cross-object reports. So you can (for example) create a report including contact fields and total value of opportunities/donations, and send the results via email.

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.

Crafting Personalized
Emails & Docs on Salesforce Has Never Been This Effortless!

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