Mambo Merge
4.3
10
Mambo Merge is a native solution for Salesforce that generates professional DOCX, XLSX, PPTX, and PDF files without the need for cutting, pasting, or re-formatting. It allows users to transform existing Word docs for Salesforce generation and is ideal for invoices, quotes, contracts, work orders, purchase orders, and more. Mambo Merge ensures that data never leaves Salesforce, providing added security.
Strengths
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Efficient
Quickly merges large datasets
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User-friendly
Easy to use interface
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Customizable
Allows for custom merging rules
Weaknesses
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Limited features
Lacks advanced merging options
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Expensive
Higher price point compared to competitors
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No cloud integration
Does not integrate with cloud storage services
Opportunities
- Add more advanced merging options
- Offer more competitive pricing
- Integrate with popular cloud storage services
Threats
- Competitors offering similar products
- Market demand for merging tools may decrease
- Increased focus on data privacy may impact usage
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Mambo Merge Plan
Mambo Merge offers a free basic version and a paid premium version with additional features for $9.99 per month.
FREE
0
1 Per User, Per Month
SAFE AND SECURE
Mambo Merge is the most secure mail merge document generation app for Salesforce. Your data never leaves Salesforce so it's 100% secure from start to finish.
100% Native and Secure
Lightweight Salesforce Footprint
Embedable in Flow
Save to Your PC’s Hard Drive
Individual Standard and Custom Object Records
Opportunity w/ Line Items and Contact Roles
Quote and Orders w/ Line Items
Case w/ Case Comments and Team Members
Campaign with Campaign Members
STANDARD
10
1 Per User, Per Month
PROFESSIONAL DATA-RICH DOCUMENTS
Instantly perform a secure mail merge to produce highly-finished documents with data from your Salesforce org.
**Includes FREE edition Plus
Custom File Names
Custom Buttons, Multiple Buttons, Dropdowns Lists
Save to Salesforce Record (file size limit restrictions)
Save to Files (root and specific folder)
Orgnanization Fields with SAL Name and Address Fields
PRO
20
1 Per User, Per Month
SIMPLE AND QUICK IMPLEMENTATION Easy-to-understand merge fields require no code, no advanced technical knowledge, and make document generation easy for all users. An existing template can be converted into a Mambo Merge template within minutes.
**Includes STANDARD edition Plus
Bulk and Batch Document Generation
Invocable from Flow and Process Builder
Support CPQ, NPSP and Kugamon Objects
Build Configurations Using The Configuration Wizard
Utilize Built-In Merge Field Functions
Apply Post-Merge Actions
Convert RichText to (docx or PPT) Format
Query Lookups and Related Lists w/o Formulas or Roll-ups
Auto Query Related Parent, Child and Custom** Records
Mass Mail Merge Campaign Members and Report Records
SSO Free Forever
Manage Google Drive, Mailchimp, Dropbox Business, Microsoft PowerPoint, QuickBooks Desktop Enterprise, Canva, Zoho One, DocuSign, Salesforce Sales Cloud Suite, Adobe Photoshop with SSO
