Sending service agreements doesn’t have to be a slow, manual task. Whether you’re a freelancer, an agency, or a growing business, a clear agreement sets the tone for a professional relationship. With ActiveMerge, you can build and send service agreements in just a few clicks—no coding, no fuss.
Why Is a Service Agreement Important?
A service agreement protects both you and your client. It outlines what’s expected, what’s included, how much it costs, and when things are due. It also prevents misunderstandings later on.
Having everything clearly written down not only builds trust—it saves time, prevents disputes, and keeps your business relationships smooth and stress-free. Plus, it just feels good to look professional.
Step 1. Go to ActiveMerge
Go to ActiveMerge by clicking and logging in to https://app.activemerge.com/login
Step 2. Prepare Your Data
Use a spreadsheet with the key details you want in your agreement. This might include:
- Client name
- Service provider
- Service name
- Start and end dates
- Amount
- Payment Term
- Payment Method
Each row should be one agreement. Each column should represent a variable, like {client name} or {start date}.
Step 3. Create a Service Agreement Template
Write your service agreement in a Word document. Use simple placeholders (also called merge tags) for the info you’ll personalize. For example:
“This agreement is between {client_name} and Your Company Name, starting on {start_date}.”
ActiveMerge will swap those placeholders with real data when it generates your documents.
Step 4. Connect Your Data Source
Inside ActiveMerge, connect your spreadsheet. You can import from an Excel file. ActiveMerge will match your column headers with the placeholders in your agreement.
Step 5. Upload Your Agreement Template
Next, upload your Word file. ActiveMerge will recognize the placeholders you used. You can preview each one to make sure everything lines up.
Step 6: Choose the Output Format
Pick how you want your service agreement to be saved as Word documents and PDFs.
Step 7. Review and Merge
Before sending, preview your merged agreements. You’ll see how each contract looks with real client info filled in. If everything looks good, you’re ready to go.
Get the Free Service Agreement Template
Get a copy of the Free Service Agreement Template.
Final Thoughts
Sending out agreements shouldn’t eat up your whole afternoon. With a smart tool like ActiveMerge, you can skip the repetitive work and focus on what really matters: building better client relationships. The best part? You’re still in control of the details without the manual copy-paste.
Frequently Asked Questions
Can I use a Word document as my template?
Yes. You can use a Word document with merge tags (like {client name}) to create dynamic documents.
Does ActiveMerge work with Excel?
You can import data from Excel files.
Do I need to know coding or scripts?
Not at all. ActiveMerge is designed for non-tech users. Just upload your files, and it does the rest.
