Doc Merge
Letters, receipts and PDFs.Straight from your records.
Personalized documents from your templates, one at a time or in batches, saved back to Salesforce, at no cost.
The problem
Another document tool is another system to run.
Many nonprofits make letters and receipts with an add-on priced per user, or by exporting to a spreadsheet and running a mail merge in Word. It’s another license or another export, and the templates live somewhere your admin can’t see.
Licenses
Another subscription, often priced per user, so only a few people can make documents.
Your data
Exported to a spreadsheet or sent to another service to be merged.
Business logic
Templates, filters and totals live in Word files or the other tool, out of your admin’s sight.
Keeping it in sync
Finished letters are saved on someone’s computer, not on the donor’s record.
Licenses
Unlimited users. Anyone on your team can make a letter or a receipt.
Your data
Merged from one place: your Salesforce org.
Business logic
Templates, filters and totals are saved in Salesforce, next to the records they use.
Keeping it in sync
Nothing to sync. Each PDF is saved as a File on its record.
Built for these jobs
One template for every letter you send.
From one thank-you to every year-end receipt.
Year-end giving statements
Pick a giving period and every donor gets a letter listing their gifts in that period, with the total.
Gift acknowledgments
A thank-you or tax receipt for one gift, made from the gift’s record in a click.
Household letters
One letter per household, with the household’s gifts and greeting.
Mailings and labels
Print Avery labels and #10 envelopes, sorted by ZIP code, from the same records as the letters.
Certificates
Set a background image with no margins for volunteer, training and award certificates.
Program & custom objects
Merge from any standard or custom object, with tables of its related records.
Agreements to sign
Send a merged agreement, waiver or pledge form for e-signature, and keep the signed copy on the record.
Describe it, Alfred drafts it
Say what the document should say and Alfred AI drafts the template for you to review.
Key features
Everything you need to send the right letter.
Doc Merge comes with every CauseStack install, for any object, at no cost.
Build in the browser or in Word
Design a template in the built-in editor, or upload a Word document that uses the same merge fields.
Tables of related records
List gifts, soft credits or any related records, filtered by conditions you set, with totals and counts.
Text that changes by record
Show a paragraph only when it applies, and fall back to a default when a field is blank.
One record or thousands
Make one PDF from a record, or a whole run from a segment, campaign, report or filter.
Email each person their PDF
Each recipient gets their own PDF. People who opted out of email or have no address are skipped and listed.
Leaves out who it should
Skip deceased and do-not-contact records, and see every record that was left out on the job.
Template builder
Write the letter once. Every donor gets their own.
Merge fields fill in each person’s name, address and greeting, and a table lists their gifts for the year.
- Child records, conditional text, totals and formats
- Letterhead, margins and portrait or landscape pages
- Versions saved for every template
Alfred AI · paid add-on
Describe the document. Alfred drafts the template.
Alfred AI works inside your Salesforce. Pick an object, say what the letter should say, and Alfred drafts a merge template with the right content and fields.
Describe the document
“A year-end giving statement for each donor, with a table of this year’s gifts and the total.”
Start from what you have
Attach an image or PDF of a letter you already send, and Alfred uses it as a reference.
You review before it’s used
Alfred drafts the template; you check it and fine-tune it in the builder.
Any object you merge from
Contacts, Accounts, Opportunities or your own custom objects.
Plans & add-ons
Start included. Add what you need.
One price per add-on, per organization, per year. Never per user.
| Feature | Doc MergeIncluded · $0 | + Sign$250 / yr | + Alfred AIfrom $750 / yr |
|---|---|---|---|
| Templates built in the browser or in Word | No | No | |
| Unlimited users | |||
| PDF and Word documents saved to the record | No | No | |
| Batch runs from segments, campaigns and reports | No | No | |
| Year-end statements by giving period | No | No | |
| Email each recipient their PDF | No | No | |
| Avery labels and #10 envelopes | No | No | |
| Send merged documents for e-signature | No | No | |
| AI-drafted templates | No | No |
How we compare
Why merge documents in CauseStack?
| Feature | CauseStack Doc Merge | Conga Composer | S-Docs | Nintex DocGen | Salesforce Document Generation |
|---|---|---|---|---|---|
| Documents made inside Salesforce | No, on Conga-hosted servers | No, in Nintex data centers | |||
| Batch runs, like year-end receipts | Conga Batch | ||||
| Templates built in the browser or in Word | Uploaded Word, Excel, PowerPoint or PDF files | Drag-and-drop editor in Salesforce | Uploaded Office files | Word and PowerPoint templates | |
| E-signatures | With CauseStack Sign | Conga Sign, DocuSign, Adobe Sign or Sertifi | Built in | Nintex eSign, DocuSign or Adobe Sign | DocuSign integration |
| Priced per organization, not per user | No, per user | No, per user | Per company | ||
| Starting price | $0 | $6 / user / month for the connector; Composer not published | $25 / user / month | $5,000 / year |
Trusted by
Nonprofits sending letters and receipts from Salesforce.
- SOAR
- Literacy First
- MathHappens Foundation
- Surge Institute
- Columbus Housing Partnership
- VinCare Services of Austin
- Bellforge Arts Center
- EcoRise
- Affordable Housing Education and Development
- Community Action Center
- La Plaza de Encuentro Gathering Place
- Ready Readers
- Summit Combined Housing Authority
Built to help nonprofits focus on what matters most.
Ready to send this year’s receipts straight from Salesforce?