All the Features You Need

Magic Merge makes it easy to build templates, generate PDFs, and send emails at scale —while every record, file, and process stays 100% inside your Salesforce org.

Magic Merge Features

Core Platform & Security

Native, secure, and built to "just work" in Salesforce.

100% Salesforce-Native

All processing runs in your org. No external servers, no data exports.

No-Code Setup

Start merging in minutes — no development required.

Works on Any Object

Standard or custom objects, any record type, any industry model.

Profiles & Permissions Aware

Respects your existing sharing and field-level security.

Template Builder & Content Control

Powerful templates that feel simple to create and customize.

Custom Editor Experience

Rich text, images, logos, and merge fields in an intuitive editor.

Child Object Tables & Lists

Include up to three related lists (e.g., Opportunities, Payments, Line Items).

Conditional Content

Show or hide sections based on record data for personalized documents.

PDF Generation & Storage

One-click PDFs that land exactly where you need them.

Single & Bulk PDF Merge

Generate for one record or thousands at once using the same template.

Automatic Attachments

Save PDFs directly to Files/Notes on the correct records.

Brand Consistency

Lock in logos, colors, and layouts so every document looks on-brand.

Email & Campaign Automation

Send personalized PDFs and messages — all inside Salesforce.

Single or Mass Email Sends

Trigger emails for one record or thousands with a few clicks.

Campaign-Driven Automation

Run merges for Campaign Members and schedule sends when you need them.

Attached PDFs Included

Automatically include the right merged PDF with each message.