Hello <<Customer Name>>,
Thank you for reaching out.
Please download Apsona for Salesforce from the AppExchange and try the 30-day free trial.
Link - https://appexchange.salesforce.com/listingDetail?listingId=a0N30000003JejzEAC. You have the pricing right. https://apsona.com/pages/sfdc/nonprofits.html#pricing
Add an Apsona for Salesforce license - https://apsona.com/assets/sfdc/misc/AddUserLicense-Lightning.gif
Add a Document merge license - http://apsona.com/assets/sfdc/misc/AssignLicense_DMM.gif
You might find the following links useful
Short videos on Apsona Document merge
Generating tax letters in Salesforce with the Apsona Document Generator
https://www.youtube.com/watch?v=0qGDO8NdoV4&t=1076s&ab_channel=apsona4sfdc
Document generation for Salesforce with Apsona: creating and emailing invoices
https://www.youtube.com/watch?v=yZlsU8IYue0&ab_channel=apsona4sfdc
Generating documents with sub-lists
http://apsona.com/pages/sfdc/doc/doc-merge-with-sublists.html
Using multiple templates for Document generation
https://apsona.com/pages/sfdc/doc/doc-merge-multiple-templates.html
Email merge
Generating email messages with sublists
https://www.youtube.com/watch?v=gzpY5aTo52I&feature=youtu.be
http://apsona.com/pages/sfdc/doc/email-merge-steps.html
Creating a Button with the Lightning UI
Excel merge
Excel reports from Salesforce data using Apsona: a tutorial
https://www.youtube.com/watch?time_continue=5&v=0Yv2G2BZBk8
Merging Salesforce data into Excel templates with Apsona
https://www.youtube.com/watch?v=oMateVpoJMk
Create a pivot table with Apsona
https://apsona.com/pages/sfdc/doc/pivot-tables.html
For any additional information please visit our Help and Support documentation found here.
We are glad to be of assistance in case of any further clarification needed.
Warm Regards,
Support Team