LOOP Document Services can provide dynamic merge and packaging of documents to any version of Microsoft Office documents (Word, Excel and PowerPoint) work in any operating system and any browser. Our service eliminates all of the Salesforce Mail Merge limitations and allows a Salesforce user to click a button (or initiate from a workflow / trigger) and dynamically create any document package required – Account Plan Summary, Quote, Proposal, Contract or any other documents required for your business.
Some limitations of Salesforce.com Mail Merge include:
- Only Windows® Internet Explorer® versions 6, 7, 8, and 9 (Chrome Frame plug-in for Internet Explorer isn’t supported because the ActiveX controls required for mail merge are only supported in Internet Explorer)
- Only Microsoft Word 2003 or 2007
- Only Microsoft Windows XP and Vista (32-bit only; 64-bit isn’t supported)
- Only Single Word document
- Only Download Option
Click here to learn more about the limitations of native Salesforce.com Mail Merge and Extended Mail Merge.
Contact us today to solve all of your problems around mail merge in Salesforce. We can help you get up and running on a free-trial.