If your business delivers products or services, confirming that each item reached the right person is a must.
Delivery confirmation slips help keep everyone accountable; your team, your customers, and even your records.
But when you’re doing this manually, it eats up time fast. That’s where ActiveMerge can seriously save the day.
With a few simple steps, you can automatically create and send delivery slips using templates—no coding, no fuss.
Why Are Delivery Confirmation Slips Important?
These slips aren’t just paperwork; they’re proof. Proof that a customer received what they ordered, when they expected it, and in the right condition.
They help prevent disputes, streamline communication, and keep your operations professional. For delivery teams, it’s a clear record. For customers, it builds trust. For your business, it’s a small action that helps avoid big problems.
Step 1: Build Your Microsoft Word Template
Start with a Word document. Design how you want your delivery confirmation slip to look. Use double curly brackets { } for placeholder fields like {Customer Name}, {Order Number}, and {DeliveryAddress}.
This will tell ActiveMerge where to insert the real details. Save the file once you’re happy with the layout.
Step 2: Create a Google Form for Delivery Details
Set up a Google Form that your delivery staff or team can fill out. Go to your Google dashboard, and click Google Forms.
Once in, you may now add fields like:
- Customer Name
- Delivery Address
- Order Number
- Delivery Date
- Items Delivered
Once your form is ready, click Responses > Link to Sheets to automatically save all form submissions in a Google Sheet.
Your spreadsheet will look like this:
Step 3: Log In to ActiveMerge and Upload Your Template
Go to ActiveMerge.com and sign in. Go to the Templates tab and upload your Microsoft Word template and save it. This template will be used to auto-generate delivery slips every time someone submits the form.
Step 4: Set Up Zapier to Connect the Apps
Log in to Zapier and click the “Zaps” tab. Then, click Create > New Folder > New Zap. It will lead you in an empty worksheet where you will soon set up your workflow.
Choose Your Trigger App
This is where your data will come from. In this example, use Google Sheets as your trigger app. Select “New Spreadsheet Row” as the trigger event. Connect your Google account when prompted.
Choose the one linked to your Google Form.
Add an Action (ActiveMerge)
Now that you’ve got your data, it’s time to create your document. In the Action step, choose ActiveMerge as the app. For the event, pick “Generate Document.”
You’ll be asked to connect your ActiveMerge account. To do this, go to app.activemerge.com, log in, and click on the API Key tab. Copy the API key and paste it into the Zapier account connection box. Once connected, set up your document.
Choose your Word template from the dropdown. Select the output format (PDF, DOCX, or PPTX).
Click the “+” icons beside each field to match your merge tags with the columns in your spreadsheet.
Test the action. When the test runs, Zapier will show you a response. Copy the file URL from the test result, you’ll need it in the next step.
Upload the PDF to Google Drive
Choose Google Drive as the app. Then, select “Upload File” as the action event. Again, connect your Google Drive account.
Pick the folder where the PDF should be saved. Paste the ActiveMerge PDF URL into the File field. You can rename the file using dynamic data.
It will automatically go to your Google Drive folder:
Step 5: Send the File by Email
Now it’s time to deliver the document to the recipient. To do this, add another action. Choose your email service; in this case, I will use Gmail. Select “Send Email” as the event and connect your email account.
Fill out the following fields:
- To: Select the email address from your spreadsheet
- From Name: Your company or sender name
- Subject: Something simple like “Your Delivery Confirmation Slip”
- Body: Write a short message
- Attachment: In the Attachments field, use the ActiveMerge PDF link from the Google Drive step
Run the test to make sure everything works, and the file should arrive in the recipient’s inbox
Step 6: Turn on Your Zap
Once everything looks good, turn on the Zap. Every time your trigger event happens, a new document will be automatically created and ready for download or emailing.
Get the Free Delivery Confirmation Slip Template
Get a copy of the Free Delivery Confirmation Slip template. You can download the Google Docs template in Microsoft Word (.docx) format, as ActiveMerge only supports Word documents.
Final Thoughts
Automating paperwork may not sound exciting, but the time it saves adds up fast. What used to take an hour or more can now be done in a minute.
If your team is still copy-pasting or printing slips one by one, you’re wasting valuable time that could be spent on growth, service, or just getting home earlier.
Frequently Asked Questions
What is ActiveMerge used for?
ActiveMerge helps automate the creation of personalized documents, like delivery slips, certificates, invoices, and more, using templates and spreadsheets.
Can I use my own delivery slip template?
Yes, you can upload your own Word file and add simple placeholders for the information you want to fill in.
Is this only for delivery slips?
Not at all. You can use it to generate anything that follows a standard format, like contracts, letters, reports, or invoices.
