Conga-style merges, Salesforce Inspector-style simplicity. DynoMerge docks beside Salesforce in Chrome's side panel and merges live record data into Word documents — entirely in your browser. Your data never touches our servers. We don't have servers.
Everything runs locally in the side panel — field exploration, template authoring, merging, preview, attach-back. No org deployment, no permission sets, no middleware server.
Open the panel next to any record and see every object and field in your org — with the current record's values in green, breadcrumb drilling through lookups (Opportunity → Account → Owner), and one-click merge tags ready to paste or drag.
A rich-text editor with tables, page breaks, banded rows, and drag-and-drop merge fields. Insert a repeating child table (line items, cases, contacts) and the picker wires up the data automatically. Prefer Word or Google Docs? Keep using them — DynoMerge merges any .docx.
One click merges the record on screen straight from the API, no CSV export. On a report page, ⚡ Grab this report lifts the rows right off the page — including orgs with no API access (Starter/Essentials) — and merges every row, with totals and counts.
See the finished document as you work — real values, repeating rows, conditional formatting like red past-due dates. Filters handle currency, dates, sums, counts, uppercase, defaults and more.
File the merged doc on the record as a Salesforce File in one click, share via Gmail, Outlook, or WhatsApp, print to PDF, or batch-merge a whole list to a zip. Pair it with the free companion package to log every generation and auto-update Quote Status.
Nothing to install in the org, no deployment, no new permission sets to audit. It's a Chrome extension that uses your existing session — installed in under a minute.
Merging happens in your browser's memory. Documents and record data never leave your machine — there is no DynoMerge cloud to trust, breach, or add to a security review.
The full authoring and merge toolkit is free, forever. Team-rollout features are how we pay rent — not your data, and not ads.
Point it at your existing Conga {{tags}} or Drawloop
<<tags>> templates and they merge as-is. Delimiters are
auto-detected.
Starter or Essentials edition? Grab rows off any report page or load a CSV export — same templates, same output.
The optional companion package (unmanaged, yours to edit) logs every generated document and flips Opportunity Quote Status — build your Flows on top.
The DynoMerge mobile app (Android & iOS) brings the same local merge engine to the phone — reps pick a record, generate the quote, and hand it off through the native share sheet as a real attachment in WhatsApp, Gmail, or Messages. Same privacy story: the document is generated on the device. Mobile ships as part of DynoMerge Teams.
Simple split: everything one admin needs is free; everything about rolling it out to a team is paid.
Chrome Web Store listing coming shortly — until then, install from the release zip:
unzip, open chrome://extensions, enable Developer mode, Load
unpacked, pick the chrome-extension folder.
Click the DynoMerge icon on any Salesforce record. The side panel finds your session automatically — no setup, no login.
Pick a starter template (Quote, Account Summary, Team Summary), hit Live preview, and follow the quick start from there.
Guides and references: getting started, Word template techniques, conditional formatting, every filter, every error message explained, and rollout best practices for admins.
Feature requests and votes live in our public GitHub Discussions. Tell us what to build next.
Need hands-on help — document design, or a Conga/Drawloop/DocuSign setup untangled? See services.
