Mix:
Document Merge

Learn how Mix simplifies document merging from Salesforce.com records.

DOCUMENT MERGE THAT WORKS

Mix allows users to create templates in Word, Powerpoint and Excel and merge using data from up to 2,000 Salesforce.com records. Use ProcessComposer with Mix for more powerful functionality – with document merge as a step in a process. Custodial and custom form population coming soon.