Where Your Data Meets Design.
Create professional, on-brand documents from your data in seconds. MergeCanvas is the smartest way to automate your document workflows without sacrificing quality.
No credit card required. Set up your first template in minutes.
Deal Details
Acme Corp · Website Redesign
Owner: Taylor Brooks
Document Output
On-brand Proposal
Generated: 5 seconds ago
MergeCanvas
Statement of Work · Acme Corp
Generated automatically from your HubSpot deal with dynamic pricing tables and brand-approved layouts.
Trusted by leading sales, marketing, and HR teams
From Raw Data to Polished Document in Three Simple Steps.
MergeCanvas guides your data from spreadsheets and CRMs into beautifully designed, error-free documents your clients will love.
Connect Your Data.
Securely link Excel, Google Sheets, or native CRM integrations. Map fields once and let MergeCanvas handle the rest.
Design Your Template.
Craft pixel-perfect templates with full control over layout, typography, and branding—no designers required.
Generate & Distribute.
Generate thousands of personalized documents with a single click, deliver via email, or export neatly organized files.
The Old Way: Manual & Error-Prone
- × Wasting hours copying and pasting from spreadsheets into outdated templates.
- × Risking costly typos and compliance issues with every manual change.
- × Inconsistent branding that undermines trust with clients and stakeholders.
The MergeCanvas Way: Automated & Perfect
- ✓ Generate complete document packets in seconds directly from your data sources.
- ✓ Built-in validation ensures every value is accurate before a single PDF is queued.
- ✓ Brand controls guarantee consistent typography, colors, and layouts across your team.
Three Pillars Your Competitors Can’t Match.
MergeCanvas is built for modern teams that need collaboration, deep integrations, and enterprise-grade security in a single platform.
Finally, Document Automation That’s Built for Collaboration.
Share templates across departments, manage user roles, and track every change. MergeCanvas gives teams a single source of truth for proposals, contracts, and reports.
Explore Team Workflows →Shared Template Library
Deeper Connections, Smarter Workflows.
Trigger document generation directly from Salesforce or HubSpot, automatically attach finished files, and notify the right people without leaving your CRM.
See Native Integrations →Automation Timeline
- 1 Deal moves to Negotiation → MergeCanvas prepares custom proposal.
- 2 Contract generated with dynamic pricing tables and legal clauses.
- 3 Audit trail captured and stored alongside the CRM record automatically.
Security You Can Trust.
MergeCanvas is cloud-native, encrypted end-to-end, and built for compliance from day one. SOC 2 Type II and HIPAA-ready protections keep sensitive data safe.
Learn About Security →Compliance Dashboard
Encryption
AES-256 + TLS 1.3
Access Control
SSO · SCIM · Audit Logs
Certifications
SOC 2 Type II (in progress) · HIPAA BAA
Transform Your Documents Today.
Sign up for MergeCanvas and see how easy it is to create professional, on-brand documents. Your team will thank you.
Start Your Free Trial