Every client deliverable, produced at agency scale.
Proposals, contracts, SOWs, and recurring reports, personalized per client, generated in bulk, and sent out for e-signature, in the formats your clients already open.
25 free documents · no credit card · set up in minutes
Marketing agencies produce a relentless volume of client-specific documents: proposals, contracts, performance reports, campaign briefs, statements of work. ActiveMerge automates the personalization and production, so a task that used to eat an afternoon takes minutes, and every file still looks hand-built for that one client.
6–15 hrs/mo
saved by account managers on proposals & client reporting
5–12 hrs/mo
saved by social media managers on branded content production
3 formats
deliver the same template as Word, PowerPoint, or PDF, client’s choice
Five ways agencies put ActiveMerge to work
Built around the documents that actually eat your team’s week, not generic templates.
Proposals, contracts & SOWs in bulk
Build the template once, pricing tables, scope, terms, and generate a personalized, on-brand version for every prospect or client in one run. e.g. 40 new-business proposals from one CRM export.
Collect e-signatures on contracts
Send the generated proposal or contract straight to the client for signature and track status, no separate signing tool to juggle.
Recurring client reports from a spreadsheet
Point ActiveMerge at your reporting sheet and it merges each client's row into their own branded report, automatically.
Deliver as Word, PowerPoint, or PDF
One template, any output format: editable .docx, pitch-ready .pptx, or locked-down PDF for signed docs.
Connect Zapier, Make, or Airtable
Trigger generation the moment a deal closes, a form is submitted, or an Airtable record updates, no manual exports.
Whoever owns the deliverable, ActiveMerge does the assembly
- Generate 30+ customized marketing proposals monthly
- Create client performance reports with campaign-specific metrics
- Send personalized campaign briefs to 50+ clients
- Send contracts and SOWs out for e-signature and track who’s signed
Time saved: 6–15 hrs / month
- Generate 500+ personalized social graphics for clients
- Create custom Instagram stories with client data and metrics
- Produce branded quote graphics for 20+ clients weekly
- Keep every client’s fonts, colors, and logo locked to their kit
Time saved: 5–12 hrs / month
- Standardize contracts and SOWs so nothing ships off-template
- Route every contract through e-signature before work begins
- Give every account team the same branded proposal shell
- Keep client source data out of shared drives, auto-deleted after generation
Time saved: Fewer review cycles, fewer chase-up emails
From spreadsheet to signed-off deliverable
The same three steps whether you’re running 5 proposals or 500 client reports.
Connect your data
Point ActiveMerge at your reporting spreadsheet, CRM export, Airtable base, or a form: one row per client, one document per row.
Design your template once
Build the proposal, report, or SOW in Word, PowerPoint, or our editor. Drop {merge fields} anywhere client-specific content belongs.
Generate & deliver in bulk
Produce every client's version in one pass, export as DOCX, PPTX, or PDF, and optionally send for e-signature or email automatically.
Plug document generation into the tools you already run client work through
- Zapier: connect 2,000+ apps to trigger document runs
- Make: wire ActiveMerge into multi-step client workflows
- Airtable: generate straight from your client or project base
- API: build a custom connection into your own tools
Built for security, designed for the trust your clients expect
Your clients’ data is encrypted in transit and at rest, processed on EU servers, and automatically deleted after generation. No human ever touches your files.
Encrypted at every step
AES encryption at rest and TLS in transit protect data from upload to delivery.
Hosted in Germany, EU
Servers run on Hetzner and DigitalOcean infrastructure in the EU.
Auto-deleted in 24 hours
Generated files purge automatically. Source data is never stored.
GDPR & CCPA aware
Built with EU and international data protection principles in mind.
Deliver more. Charge more. Work smarter.
Start free with 25 documents, no credit card required.