DocuSign Gen vs Mergo
| DocuSign Gen | Mergo | |
|---|---|---|
| Free plan | No | Yes |
| Free trial | No | No |
| Paid from | $20/mo | Free |
| Open source | No | No |
| Platforms | Web | Web |
| Free plan | No | Yes |
| Data sources | Salesforce customer data, product data, pricing data, standard objects, related objects, Salesforce Billing, Salesforce Subscription Management | Google Sheets; Google Contacts; Google Drive; Google Docs; Google Forms; Excel; CSV |
| Output types | Microsoft Word, PDF, DocuSign documents, NDAs, MSAs, statements of work, quotes, proposals, invoices, transaction receipts, account statements | emails; Gmail drafts; personalized email attachments |
| Delivery channels | documents | |
| Batch personalization | Yes | Yes |
| API access | Yes | — |
Both are listed in Best Mail Merge Software. On Samsung Mobile US Press, Mergo scores higher on our published basis.