Create hundreds of personalized documents in the time it used to take to make one.
If you’ve ever spent a full afternoon copy-pasting client names into a Word template — or exported a PDF for every row in a spreadsheet — you already know the problem. ActiveMerge eliminates that entirely. Upload your template, connect your data, and generate every document automatically.
What You Can Generate
- Personalized contracts and agreements with client-specific terms
- Certificates and awards with each recipient’s name, date, and achievement
- Proposals and quotes with custom pricing and project details
- Onboarding packets, welcome letters, and intake forms
- Reports, summaries, and performance reviews
- Property listings, lease agreements, and disclosure documents
- Any document you currently create more than once
How It Works
- Build your template — Use your existing Word doc, PDF, or design. Add merge fields (like
{first_name}or{loan_amount}) wherever data should appear. - Upload your spreadsheet — Connect your Excel or CSV with all the relevant data. Each row becomes one document.
- Generate — ActiveMerge creates every personalized document in minutes. Download individually, in bulk, or send directly via email.
The Time Difference
Most teams that switch to ActiveMerge report going from hours of manual work per batch to under 30 minutes — including setup. At scale (100+ documents), that’s typically a 90–99% time reduction.
Who Uses This
Real estate agents, HR managers, paralegals, school administrators, financial advisors, event coordinators, loan officers, contractors — any professional whose job involves producing the same document with different data, over and over.
Stop building documents one at a time.