A document generator for Dynamics 365 and structured business data. Design branded templates, map merge fields, generate PDFs or Word documents in batches, route approvals, and deliver the finished documents without manual copy-paste.
MergeHawk productises the hard part of CRM document generation: repeatable templates, field mapping, approvals, batch output, and delivery rails without starting from a blank consulting canvas.
No Word macros. No XML templates. Build your document templates with a visual drag-and-drop editor. Add text blocks, tables, images, repeating sections — then bind CRM fields with a click.
Non-technical users can build templates. Developers can extend them.
Visual EditorNo CodeLive PreviewMergeHawk handles the CRM data extraction and template merging. DocForge handles the document rendering. Together they produce pixel-perfect output every time.
The same rendering engine behind our DocForge standalone product — battle-tested across thousands of documents.
DocForge EngineD365 Plugin.NET / C#From template to delivered document in four steps.
Build your template in the visual editor. Drag text, tables, images, repeaters. Bind CRM fields from a picklist.
Run from a D365 ribbon button, workflow, Power Automate flow, or API call. Single record or bulk batch.
MergeHawk pulls CRM data, resolves lookups, expands related records, and merges into the template. DocForge renders the output.
Attach to the CRM record, email via SendGrid, save to SharePoint, or return via API. Automatic audit trail.
Generate client-ready contracts from Opportunity data. Merge product line items, pricing, terms. Send for signature.
Bulk-generate invoices from D365 sales orders. Include line items, tax calculations, payment terms. Auto-email to contacts.
Monthly or quarterly reports pulling from Cases, Activities, KPIs. Branded PDF with charts, tables, and commentary sections.
Welcome documents, NDAs, setup checklists — all merged from Contact and Account records. One click, full pack generated.
Membership certificates, recognition letters, completion notifications. Merge from custom entities with branding.
Marketing letters, event invitations, renewal notices. Process thousands of records in a single batch with SendGrid delivery.
Start with one high-value quote, contract, report, or onboarding pack. We map safe sample Dataverse data into a branded conditional template, prove the approval path, and leave you with an implementation blueprint instead of an open-ended discovery exercise.
One source entity plus related account, contact, or line-item fields, mapped from sanitized sample data.
One branded document with merge fields, repeaters, and up to four conditional clauses.
A demonstrated draft-to-approved path with one output and delivery destination.
Architecture, risks, backlog, and fixed next-stage options for production rollout.
Start with the two-week fixed-scope pilot, then move to a managed D365 rollout only after the field map, template logic, approval route, and delivery path are proven.
Part of the Sparrofox product suite