Mix:
Powerful Document Merge

Mix is e-signable, bulk-enabled document merge using Salesforce.com records.

DOCUMENT MERGE POWERED BY ORCHESTRATE

With Mix, merge data from your Salesforce records into your custom Word, Powerpoint and Excel documents. Merge up to 2,000 Salesforce.com records in a single transaction. Generate documents as attachments and close deals faster by routing merged documents for e-signature using Signix. With our Quik! forms add-on, choose from a library of over 30,000 financial forms. For a truly powerful integration, use Mix with ProcessComposer to merge a document as a step in your processes.

Merging a Document
Use Mix to merge Salesforce data into a Word, Powerpoint or Excel document.

Creating a Template
Add Salesforce fields to your Word, Powerpoint or Excel documents.

Mix: Forms Add-On
Through our integration with Quik! forms, use Mix to merge Salesforce data into forms. Choose from a vast library of over 30,000 or add your own.

Mix: Forms Add-On – Mapping your Fields
Through our integration with Quik! forms, use Mix to merge Salesforce data into forms. Here’s an overview of mapping your Salesforce fields to a standardized format used by Quik!

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