Generate with MergeUp
Salesforce data becomes a polished document such as a contract, proposal, invoice, quote, report, or onboarding packet.
Better Together
Two Products. One Complete Document Workflow.
Generate documents in Salesforce with MergeUp, then store and manage them in SharePoint with sFiles. Fully connected, fully automated.
From Generated Document to Organized SharePoint File
MergeUp creates formatted documents from Salesforce data. sFiles stores those documents in SharePoint, links them back to Salesforce, and keeps teams working from one connected process.
Store with sFiles
The finished document is stored in organized SharePoint folders, linked back to Salesforce, and ready for teams to access.
1. Trigger
A user or automation starts document generation from Salesforce.
2. Generate
MergeUp applies templates, data, and business logic to create the file.
3. Store
sFiles places the file in SharePoint and keeps it visible from Salesforce.
Teams use MergeUp and sFiles together to:
Create, organize, and manage documents across the full Salesforce document lifecycle.
Generate and store contracts automatically
Create agreements from Salesforce data and keep final files organized in SharePoint.
Manage proposals and supporting documents
Generate proposals, attach supporting files, and centralize everything by account or opportunity.
Handle compliance and reporting workflows
Keep generated reports, forms, and records accessible without filling Salesforce storage.
Keep documents organized across large teams
Make sure sales, operations, legal, finance, and customer teams can find the right files.
Why connect document generation and document management?
Document workflows do not stop once a file is created. Teams still need to store, organize, access, share, and govern those files across Salesforce and SharePoint.
MergeUp and sFiles work together to close that gap between document creation and long-term document management.
- Generate documents from Salesforce data
- Store completed files in SharePoint
- Reduce Salesforce file storage pressure
- Link documents back to the correct Salesforce records
- Support sales, legal, finance, operations, and service workflows
- Keep documents organized as teams and processes scale
Complete Your Document Workflow
See how MergeUp and sFiles work together to simplify document generation, storage, and management inside Salesforce.