MailMerge

CX Builders MailMerge is a powerful Add-In that allows users to merge data from Oracle Service Cloud into a Word or Pdf document using templates.

Merge options

MailMerge uses standard reports to provide the data for the templates. This unleashes the power of Analytics for your Merge documents. On top of that you can add sub tables to display related records in your document.

Save Options

Ability to export to Word (tested with 2010, 2013 & 2016) or Pdf. Automatically attach the document and sends it with the current response. Agents can modify the document after it is merged but before it is saved.

Multi Merge

Export hundreds of records from a report in one go.

Advanced Mode

For the demanding Administrator. Completely control the options and execution of MailMerge in real time using workspace rules to fully automate MailMerge with minimal or no user input at all.

Video & Screenshots

Workspace Merge

Template Management

Multi Merge

Example Template

Rendered Document

Downloads

Manual

How to install and use MailMerge

Sample Template

Sample template with reports. It uses data that is available on any site.

Demo

Contact us if you want a demo setup on your site