| Free | Standard | Pro | |
|---|---|---|---|
| $0 | $10/ user/ mo* |
$20/ user/ mo* |
|
| 100% Native and Secure | Y | Y | Y |
| Lightweight Salesforce Footprint | Y | Y | Y |
| Supported Formats | docx | docx pptx xlsx |
docx pptx xlsx html |
| Individual Standard Object records | Y | Y | Y |
| Individual Custom Object records | Y | Y | Y |
| Opportunity with Line Items and Contact Roles | Y | Y | Y |
| Quote with Line Items | Y | Y | Y |
| Order with Line Items | Y | Y | Y |
| Case with Case Comments and Team Members | Y | Y | Y |
| Campaign with Campaign Members | Y | Y | Y |
| Save to your Hard Drive | Y | Y | Y |
| Save to Salesforce Record | Y | Y | |
| Custom Button Labels | Y | Y | |
| Multiple Buttons | Y | Y | |
| Template Selection Dropdown | Y | Y | |
| One File per Campaign Member from a Campaign | Y | Y | |
| Custom Files Names | Y | Y | |
| IF Conditions in Merge Fields | Y | Y | |
| TODAY() Merge Field | Y | Y | |
| LOWER() Function in Merge Fields | Y | Y | |
| UPPER() Function in Merge Fields | Y | Y | |
| STRIPRICHTEXT() Function in Merge Fields | Y | Y | |
| IMAGE() function in Merge Fields | Y | ||
| REPLACEIMAGE() function in Merge Fields | Y | ||
| Output Rich Text Fields as Formatting in DOCX | Y | ||
| Bulk Merge from List View (One document per list) | Y** | ||
| Batch Merge from List View (One document per record) | Y** | ||
| Bulk Merge Campaign Members | Y** | ||
| Bulk Merge Report Records | Y** |
**Requires Custom Code and the Enterprise Edition of Salesforce