How MergeOS pricing works

MergeOS is a done-for-you service. We build your document automation, deliver it live in 2–3 weeks, then run it on our platform.

“Now that we use MergeOS, our customers receive personalized product recommendations almost immediately. Our team can focus on other important work, without needing to worry about formatting emails or manually creating customized product brochures. MergeOS has saved us hours and helps bring in more customers.” - Daniel Rubinstein, Managing Director, ESK Care.

Implementation

$5K – $10K

one-time

Covers everything from discovery to go-live. Once we work out the number of templates, integrations, and the complexity of your business logic, we will provide a quote for the cost.

Monthly Platform Fee

$250 – $1,500/mo

ongoing

Automation platform, hosting, monitoring, email delivery and template storage. Higher tiers add priority support, faster response times and uptime SLA. No merge counts. No storage limits.

What's included with every implementation

Powerful Documents

Multiple Files
Dynamically merge multiple files together to create documents and finely control content and layout
Conditional Content
Dynamically show or hide parts of a document based on the data
Charts, Graphs & Tables
Run your data through the Enhance step to create Charts, Graphs & Images you can merge into the generated document
Simple Commands
Use simple commands to create tables and format your data in generated documents

Privacy & Security

SSL/TSL Security
Every request to or from MergeOS is sent using Transport Layer Security
Encrypted Data
Data saved in your account is encrypted at rest using 256 bit encryption
Your data, in your control
Download your data at any time. Delete it when you don't need it anymore. It's always in your control
Privacy
We will NEVER sell your email or data. It's your data, and we only use it to generate your documents

Notifications

Send Documents
Send an email after each document is generated with the document attached
Custom Email Content
Use the fields from your data in the email content to customise it for the recipient
Custom Recipients
Set the TO, CC and BCC of emails dynamically using fields from your data
Multiple Notifications
Configure multiple notifications for each document generation. For example, send the document to your customer and a separate email to your sales team

Common questions

What's the difference between the implementation fee and the monthly fee?

The implementation fee is a one-time cost that covers everything from discovery through to go-live — scoping your workflow, designing the templates, integrating with your systems, testing and launching. The monthly fee covers ongoing platform hosting, monitoring, email delivery and template storage once you're live.

How long does an implementation take?

Typically 2-3 weeks from kick-off. We run a short discovery call first to confirm scope; once you sign off on the proposal, the build runs straight through to go-live.

Can I split the implementation fee?

Yes. We can split the implementation fee across 2-3 months if that helps with cash flow. We'll work out the schedule during scoping.

Who owns the templates and data?

You do. Your templates and your data are yours, you can download them at any time and delete them when you don't need them anymore. We will never sell your data or use it for anything other than generating your documents.

What if my needs change later?

Your team can edit templates directly through the MergeOS interface using familiar Word documents, no developer required. For bigger changes (new templates, additional integrations, new data sources), reach out and we'll scope a follow-on engagement.

Ready to talk?

Book a 15-minute call. We'll walk through your current document workflow and tell you whether MergeOS is a fit. If it isn't, we'll point you somewhere useful.