Our document merging technology allows users to quickly create and upload Word templates, preserving all custom formatting (tables, headers, footers, images, fonts). The final product can be opened as a Microsoft Word 2007 document or directly as a PDF for quick review. MOD even lets you email your document right from Oracle CRM On Demand!

Virtually any type of document can be merged: Quotes, Contracts, Project Bids, Account and Contact mailings, and more. If you need to get CRM On Demand data into a document template, Merge On Demand can do it!

To generate the document, the end-user simply finds the correct record in Oracle CRM On Demand, chooses a template and presses a button. In a few seconds the DOCX and PDF files are ready and can be opened immediately. An attachment and an activity can also be added as a historical reference. 

Merge On Demand is fully integrated with CRM On Demand and requires zero installation, setup, or maintenance by IT.