Moving businesses, logistics teams, delivery drivers—you all know the drill.
You’re out there making sure everything is on time, in the right place, and documented properly. But the paperwork? That’s the part that eats your time.
Pickup slips, drop-off confirmations, client details; It piles up fast.
If you’re still manually editing documents or copy-pasting from spreadsheets, it’s time to save yourself hours every week.
ActiveMerge lets you generate personalized pickup slips and drop-off confirmations with just one click. No coding, no design tools, just a smart way to use your existing data.
Why Are Pickup Slips and Drop-Off Confirmations Important?
They’re more than just papers. These documents are proof. They show what was picked up, who signed off, when it happened, and what was delivered. They help protect your business from disputes, missed items, or timing confusion.
Here’s why they matter:
- Accountability: They provide a record of service for both you and your customer.
- Clarity: Drivers know exactly what to collect or drop off.
- Trust: Professional, accurate paperwork builds customer confidence.
- Speed: When done right, they speed up your whole workflow.
But doing them manually? It’s a pain. That’s where ActiveMerge steps in.
Step 1: Set Up Your Microsoft Word Template
Start by creating a clean, professional-looking Word document that will act as your pickup slip or drop-off confirmation.
Use curly brackets “{ }” to mark where personalized information should go. For example:
Keep the formatting simple and easy to read. This will become your reusable base for every slip you generate.
Step 2: Organize Your Spreadsheet Data
Use Excel to list the details you want ActiveMerge to pull into the Word template. Each column should match the placeholders in your Word doc exactly (spelling and casing included).
Step 3: Log In to ActiveMerge
Head over to ActiveMerge and log into your account. If you’re new, creating an account only takes a minute.
Step 4: Upload Your Template and Spreadsheet
Once logged in, upload your Microsoft Word and spreadsheet file (Excel).
ActiveMerge will instantly match the placeholders in your Word doc with the columns in your spreadsheet.
If you’re using Google Spreadsheets, remember to download the file as a Microsoft Excel (.xlsx) format since Activemerge only supports this format.
Step 5: Choose Your Output Format
Pick how you’d like your documents to be generated:
Step 6: Preview Before You Merge
Before hitting merge, take a look at the preview to make sure everything looks right. You’ll see how the final document will appear for each row of your spreadsheet. If something’s off, you can fix it before creating dozens of copies.
Get the Free Pickup Slips and Drop-Off Confirmations Template
Get a copy of the Free Pickup Slips and Drop-Off Confirmations template. You can download the Google Docs template in Microsoft Word (.docx) format, as ActiveMerge only supports Word documents.
Final Thoughts
If you’ve ever wasted 30 minutes formatting a single drop-off confirmation, you know how valuable your time is. ActiveMerge doesn’t just make your work easier; it helps your business look more professional and organized. The less time you spend wrestling with paperwork, the more you can focus on delivering a better experience to your clients.
Frequently Asked Questions
Can I make both pickup slips and drop-off confirmations in one go?
Absolutely. Just set up two separate templates and run merges from the same spreadsheet. It’s like hitting “copy” but smarter.
Can I automate the process of generating pickup and drop-off slips with ActiveMerge?
Yes, you can fully automate this using Zapier, a platform that connects your favorite apps. This means you don’t have to manually upload spreadsheets or click “Merge” every time. Check out ActiveMerge’s Zapier integrations here to explore pre-made workflows and see what else you can automate.
Do I need to know how to code?
Nope. ActiveMerge is built for everyday users. No coding skills needed—just a template and a spreadsheet.
