Document Generation for Marketing Agencies

Your clients expect personalized, branded deliverables. ActiveMerge makes sure you can deliver them profitably.

Marketing agencies produce a relentless volume of client-specific documents — proposals, performance reports, campaign briefs, content calendars, branded graphics. ActiveMerge automates the personalization and production so your team spends time on strategy, not formatting.

Built for Every Role in Marketing Agencies

Account Managers

Generate 30+ customized marketing proposals monthly. Create client performance reports with campaign-specific metrics. Send personalized campaign briefs to 50+ clients. Generate social media content calendars with client branding.

Time saved: Most account managers save 20–60 hours per month on proposals and client reporting, with larger client rosters seeing the biggest return.

Full details for Account Managers →

Social Media Managers

Generate 500+ personalized social media graphics for clients. Create custom Instagram stories with client data and metrics. Produce branded quote graphics for 20+ clients weekly.

Time saved: Most social media managers save 15–50 hours per month on branded content production, depending on how many clients they manage.

Full details for Social Media Managers →


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