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What is Mambo Merge?

Mambo Merge provides a fully integrated solution for generating professional docx files directly within Salesforce, thus removing the need for cutting, pasting, and reformatting, while also allowing users to bypass the monotonous task of switching between various applications; with just a click, you can download your finished document. This tool effectively streamlines the conversion of your existing Word documents for smooth Salesforce integration, helping you preserve your company's preferred formatting while drastically cutting down the time required for document creation. Perfect for creating invoices, quotes, contracts, work orders, purchase orders, and more, Mambo Merge distinguishes itself from competitors by ensuring that your data remains secure within Salesforce at all times, alleviating any worries regarding data access. Moreover, the user-friendly merge fields do not require any coding or advanced technical expertise, making document creation easy for anyone in your organization. Within just a few minutes, you can transform an existing .docx template into a Mambo Merge template, which significantly enhances your operational efficiency. This innovative solution fundamentally changes the way businesses manage their documentation, streamlining workflows and increasing overall productivity. By adopting Mambo Merge, your team can achieve faster document turnaround times, ultimately leading to improved customer satisfaction and business growth.

What is Formsio?

Formsio represents a state-of-the-art solution for document automation, specifically tailored for industries that are traditionally paper-dependent, as it streamlines their operations, significantly reduces paperwork turnaround times, and enhances the customer experience. By revolutionizing document management, Formsio produces HTML documents on-the-fly, distinguishing itself from competitors that typically use conventional PDF or DOC formats. This innovative method is particularly advantageous for sectors that require template-based documents with signatures, extensive data handling, intricate calculations, and bulk distribution to clients, contractors, and employees. The highest interest in our offerings is evident in industries such as law, finance, compliance, human resources, real estate, and insurance. Our user-friendly graphical designer enables users to easily craft dynamic HTML forms and documents, replacing outdated PDF files that often impede signature processes and create workflow inefficiencies. Moreover, this forward-thinking functionality empowers businesses to adapt swiftly to client demands, ultimately fostering greater operational efficiency and enhancing customer satisfaction. With Formsio, organizations can look forward to a future where document management is no longer a bottleneck but a seamless component of their operations.

Media

Media

Integrations Supported

Microsoft Word
Salesforce

Integrations Supported

Microsoft Word
Salesforce

API Availability

Has API

API Availability

Has API

Pricing Information

$10 per user per month
Free Trial Offered?
Free Version

Pricing Information

$250 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Mambo Merge

Date Founded

2020

Company Location

United States

Company Website

www.mambomerge.com

Company Facts

Organization Name

Formsio

Company Location

United States

Company Website

www.formsio.com

Categories and Features

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Generation

Batch Processing
Collaboration
Digital Signature
Interaction Tracking
Multiple Output Formats
Templates

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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