Pricing — done-for-you document automation | MergeOS
Pricing

One fee to build it. One fee to run it.

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. No per-document fees, no volume penalties, no surprise costs.

The numbers

Two costs. That's the whole model.

Implementation
from $5,000 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'll provide a fixed quote.

Platform
from $250 / month

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

Most projects fall between $5,000–$15,000 implementation and $250–$1,500/month ongoing. Every project gets a fixed quote after a short discovery call, so you know the full cost before we build anything. Need to spread the implementation fee over 2–3 months? We can do that.

What's included

Every implementation comes with the full toolkit

Powerful documents

  • Multiple files — merge files together dynamically to finely control content and layout.
  • Conditional content — show or hide parts of a document based on the data.
  • Charts, graphs & tables — generated from your data and merged straight into the document.
  • Simple commands — tables and formatting controlled from within familiar Word templates.

Privacy & security

  • SSL/TLS security — every request to or from MergeOS is encrypted in transit.
  • Encrypted data — data in your account is encrypted at rest with 256-bit encryption.
  • Your data, your control — download it at any time, delete it whenever you like.
  • No selling, ever — your data is only ever used to generate your documents.

Delivery & notifications

  • Send documents — an email goes out with the document attached the moment it's generated.
  • Personalised emails — email content customised for each recipient using your data.
  • Dynamic recipients — TO, CC and BCC set from fields in your data.
  • Multiple notifications — send the document to your customer and a copy to your sales team, every time.
Worth it?

Ask a client

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

Read the full case study

Common questions

The things people ask before booking a call

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.