Free(style) | Fundamentals | Full Speed | |
---|---|---|---|
$0 |
$10/mo* per user |
$20/mo* per user |
|
Supported Formats | docx | pptx xlsx |
html |
100% Native, No Setup Code Required | |||
Lightweight Salesforce Footprint | |||
Support for Salesforce Primary Objects | |||
Support for Custom Objects | |||
Source Templates from FILES Tab | |||
Upload Templates From PC | |||
Template Builder | |||
Apply Date Functions | |||
Download Merged Documents to Save on PC | |||
Save Merged Documents as Attached to Records | |||
Save Merged Documents as Attached to Specified Records | |||
Save Merged Documents to Libraries (Files) | |||
Create Dynamic Custom File Names for Merged Documents | |||
Custom Template Display Type: Buttons, Radio, Checkboxes, Thumbnails, and Dropdown Lists | |||
Special Text Merge Functions** | |||
Default Merge Field Values | |||
Conditional Merge Fields** | |||
Merge Multiple Records Per Merge | |||
Merge Multiple Records Per Merge | |||
Deploy Backup Dancers: Update Records, Save Tasks, Send Emails, and Launch Screen Flow | |||
Create Custom Relationships | |||
Convert Generated Documents to PDF | |||
Image Merge Functions | |||
Support Rich Text Merge Fields** | |||
Save Larger File Sizes |
*All contracts are sold on an Annual Basis.
**Full Speed unlocks all Special Merge Functions and Conditional Merge Fields.