How It Works: Generate Documents Effortlessly

Generate documents easily with the ActiveMerge app. Add your data, add the template and you can generate hundreds or thousands of documents in seconds.

You can generate:

  • contracts
  • letters
  • invitations
  • invoices
  • certificates
  • reports and more.

Currently you can generate PDFs, Word (Docx), and PowerPoint (Pptx) documents.

integrations activemerge

How it Works

how document automation works

Add a Data Source

Add your data in Excel format as XLSX or XLS. The headers will act as placeholders in the template.

certificate generator

Add Template

Prepare your template or use one of our own. {Placeholders} in your template will be replaced by the data in the source file.

Offer Letter

Preview and Generate

To test if the everything is ok you can always preview the first file free. If all the details are ok you can now generate the documents in bulk.

Click “Preview First Document” and Let ActiveMerge Work

Using Our Integrations

ActiveMerge integrates with all major no-code automation platforms, including Make Zapier and thousands of apps that can be connected with their ecosystem.

ActiveMerge also integrates with WordPress usign the Contact Form 7 and Gravity Forms plugins, Airtable and more.

Using the API you can connect with any app.  
Need help with an integration? Please reach out, we’re here to help.

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