ActiveMerge Features

Document Generation

 

  • Generate documents from templates in DOCX, PPTX, XLSX, and PDF formats
  • Batch generation from data files (Excel, CSV, JSON)
  • Smart field matching with 4-tier detection (Exact, Normalized, Pattern, Fuzzy)
  • Preview documents with watermark before generating
  • Custom filenames and ZIP download for bulk exports
  • PDF form field detection and filling
  • PDF watermarking and conversion

Templates

  • Upload and manage document templates
  • Auto-detect placeholders inside templates
  • Duplicate templates for quick setup
  • Send generated documents via email directly from templates
  • Enable/disable public form access per template

Image Generation

 

  • Create image templates with customizable placeholders
  • Bulk image generation with data substitution
  • Real-time job status tracking
  • ZIP download for bulk image exports

Merge-Combine Files

 

  • Combine Docx, text, images and PDFs and create a new file
  • Files can be downloaded as a DOCX or PDF
  • Add up to 40 files to create a combined file

Data Files

 

  • Upload data files from your device, Google Drive, or Notion
  • Supports Excel, CSV, and JSON formats
  • AI-powered OCR to extract text from images and PDFs

AI-powered OCR

 

  • Upload an image or PDF
  • Extract text from images and PDFs
  • Auto generate the right structure to add to your document with AI

File Storage

 

  • Cloud file storage for templates and generated documents
  • Organize files in folders
  • Rename, move, and delete files
  • Save generated documents directly to your storage

Workflows

 

  • Combine multiple templates into reusable workflows
  • Enable public form access for workflows
  • Trigger workflows via API or automations

Forms

 

  • Generate shareable public form links
  • Collect user input to fill document placeholders
  • Deliver generated documents to respondents via email

Automations

 

  • Create automated document generation pipelines
  • Schedule automations or trigger them via incoming webhooks
  • Manually trigger automations on demand

Email Campaigns

 

  • Send generated documents to a list of recipients
  • Connect Gmail (OAuth), Outlook (OAuth), or SMTP
  • Track campaign status: Draft, Queued, Sending, Paused, Completed, Failed
  • Pause and resume campaigns
  • Preview and test send before launching

Integrations

 

  • Google Drive — import files directly from your Drive
  • Notion — pull data from Notion databases to generate documents
  • Airtable
  • WordPress
  • Make
  • Zapier
  • API
  • Gmail / Outlook — OAuth-based email sending (coming soon)
  • Incoming Webhooks — receive external data to trigger generation
  • Outgoing Webhooks — push results to external systems

API Access

  • Full REST API for document generation, merging, and image generation
  • Manage API keys with named tokens
  • API request logging and tracking
  • Swagger/OpenAPI documentation

Team Collaboration

  • Invite team members via email
  • Role-based access: Admin, Collaborator
  • Remove members or revoke pending invitations

Built for Security, Designed for Trust

Your data is encrypted in transit and at rest, processed on EU servers, and automatically deleted after document generation. No human ever touches your files.

Encrypted at Every Step — AES encryption at rest and TLS encryption in transit protect your data from start to finish.

DE

Hosted in Germany, EU — Servers powered by Hetzner and DigitalOcean in Germany, respecting EU privacy regulations.

Auto-Deleted in 24 Hours — Generated files are automatically purged from our servers within 24 hours. Source data is never stored.

GDPR

GDPR & CCPA Aware — Built with EU and international data protection principles in mind. Read our GDPR policy.

Read our full security practices
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