Merge PDFs and Emails All Inside Salesforce

Magic Merge lets you build beautiful templates, merge any record or child object, and deliver personalized PDFs or emails — all processed 100 % inside your Salesforce org.

Merging documents shouldn't be complicated

Magic Merge was developed with the user in mind, with the goal of being easy for any Salesforce user to leverage.

Features Section - Magic Merge

Unlimited Users. No Paywalls. All the Features.

Custom Template Builder

Custom built text editor with table and merge field support.

Individual or Mass Merge Emailing

Send one-off or mass emails with our custom merge templates.

Salesforce Native

All template design and processing is done in Salesforce.

Child Record Merging

Merge up to 3 related child objects in tables, lists, and single records.

Batch or Individual PDF Generation

Save as a single PDF or individual PDFs to the parent record.

Post Merge Automations

Automate parent record updates after merges.

Trusted by Teams Who Value Ease and Security.

From Fortune 500s to fast-growing SaaS companies, Data Doctor is trusted by teams who can’t afford messy data.