Generating hundreds of PDF invoices at once might be a daunting task, but with the right tool this can be a few-minute job. All you need is the data in an Excel file, a Word template, and an account with ActiveMerge.
ActiveMerge is an innovative app designed to mail merge or automate the process of creating documents like invoices, contracts, proposals, letters, reports, or certificates in bulk.
With its user-friendly interface and advanced merging capabilities, ActiveMerge offers a simple and efficient solution for businesses to automate the document generation process.
How ActiveMerge Works
ActiveMerge utilizes a straightforward approach to generate personalized documents at scale. All you need is a source file, typically an Excel spreadsheet containing your data, and a template document in either Word or PowerPoint format.
The template file includes {placeholders} that correspond to the data fields in your source file.
ActiveMerge seamlessly replaces these placeholders with the appropriate data, creating a unique document for each entry in your source file.
How to Generate Invoices in Bulk with ActiveMerge
Using ActiveMerge is a breeze. The web-based application guides you through a few simple steps:
- Upload your source file (Excel, CSV, or other tabular data format) with the invoices data.
- Select your invoice template file (Word or PowerPoint) with placeholders added for the data.
- Choose your desired output format (Word, PDF, or PowerPoint).
- Enter your email address to receive the generated documents.
- Preview the first document to ensure accuracy. Once you verify is ok you can generate the invoices.
- Generate all documents with a single click. It takes about 1-2 minutes to receive the email with the documents.
Start generating documents here.
Pricing
ActiveMerge offers a free tier allowing you to generate up to 50 documents at no cost. See our pricing here.
Conclusion
If you’re looking to streamline your document creation process and save time, ActiveMerge is the solution you’ve been waiting for. With its intuitive interface, powerful merging capabilities, and flexible pricing options, ActiveMerge is the ultimate tool for generating personalized documents in bulk.
Try it today and experience the convenience and efficiency it brings to your workflow.
FAQ
Can I customize the branding or styling of the generated documents?
Yes, you can customize the branding and styling by modifying the template file. ActiveMerge will preserve any formatting, logos, or design elements present in your template.
How long does it take to generate documents?
The time required to generate documents depends on the number of entries in your source file and the complexity of your template. For smaller batches, the process is typically completed within a few minutes.
Can I use ActiveMerge with templates other than Word and PowerPoint?
Currently, ActiveMerge only supports Word (.docx) and PowerPoint (.pptx) templates. However, we are actively working on expanding support for additional file formats in future updates.
What file formats are supported for source files?
ActiveMerge supports Excel (.xlsx, .xls). Other formats like CSV, and other tabular data formats will be supported soon.
