# ActiveMerge: AI Information Summary ## What is ActiveMerge? ActiveMerge is a SaaS document automation platform that lets individuals and teams generate personalized documents, images, and presentations at scale. Users upload a Word, PowerPoint, or image template with `{placeholders}`, connect a data source (CSV, Excel, Google Sheets, Notion, Airtable, or a form), and generate hundreds or thousands of personalized output files in a single job. **Website:** https://activemerge.com **App:** https://app.activemerge.com --- ## Core Features **Document Generation** Generate personalized PDF, Word (.docx), or PowerPoint (.pptx) files from a template and a data file. Supports bulk generation (one output per data row), line-item loops for repeating table rows (e.g. invoice line items), conditional sections, and custom output filenames with dynamic values from the data. **Image Generation** Create personalized PNG images at scale from a base image template. Add dynamic text or QR code placeholders positioned on a canvas. Supports 30 fonts (system + Google Fonts). Each generated image costs 1 credit. **Document Merge** Combine multiple uploaded files (PDF, Word, images) into a single output document. **Automations** Trigger document generation automatically when a record in Notion or Airtable reaches a specified status value. Polling schedules: 5, 15, 30, or 60 minutes. Records are marked in-progress immediately to prevent double-processing. Supports webhook-triggered instant runs (no polling delay), compatible with Zapier, Make, Airtable native automations, and n8n. **E-Signatures (Add-on)** Send generated documents for legally binding electronic signature. Compliant with eIDAS and the ESIGN Act. Supports multi-signer documents and batch sending. Signed PDF URLs are written back to Notion or via webhook. Priced as an add-on: $10/month flat fee includes 10 signatures; $0.60/signature after that. **Forms** Collect structured data via embeddable forms that feed directly into document generation workflows. **Campaigns** Send generated documents by email to a list of recipients. **Files** Store and manage generated documents. Saving a file costs 1 credit. **AI Field Mapping** Automatically maps data source columns to template placeholders using fuzzy matching and AI. Users can review and override mappings before generating. **AI OCR Data Extraction** Extract structured data from uploaded images and PDFs using AI-powered OCR, feeding results directly into generation workflows. **Template Gallery** Browse and import pre-built Word and PowerPoint templates from the ActiveMerge gallery. --- ## Data Sources | Source | How it connects | |--------|----------------| | CSV / Excel (.xlsx, .xls) | File upload | | Google Sheets | OAuth — reads sheet directly | | JSON | API or webhook payload | | Notion database | OAuth — polls for trigger rows | | Airtable base | OAuth — polls for trigger rows | | HTML form | Embeddable form | --- ## Integrations - **Zapier** — trigger document generation or automation runs via webhook - **Make (Integromat)** — webhook trigger - **Airtable** — native automation source and destination (polling + instant webhook) - **Notion** — native automation source and destination (polling + instant webhook) - **Google Sheets** — data source - **Google Drive** — template source (via Google Docs / Slides export) - **Dropbox** — destination for generated files - **OneDrive / SharePoint** — destination for generated files - **WordPress** — template gallery source - **Webhook (incoming)** — trigger generation or automations from any external system --- ## Output Formats PDF, Word (.docx), PowerPoint (.pptx), original (unchanged format), PNG (images) --- ## Credit System Credits are consumed as follows: | Action | Credits | |--------|---------| | Generate a document | 2 | | Generate an image | 1 | | Merge files into a document | 2 | | Save a file to Files | 1 | | Send a document by email | 1 | Credits reset monthly. Unused credits do not roll over. --- ## Pricing **Free plan:** $0/month — 25 documents/month, 50 credits, 50 images, unlimited templates **Pro:** $19/month (or $190/year) — 200 documents, 400 credits, 400 images **Plus:** $39/month (or $390/year) — 750 documents, 1,500 credits, 1,500 images, team collaboration (5 members) *(most popular)* **Business:** $89/month (or $890/year) — 2,500 documents, 5,000 credits, 5,000 images, team collaboration (5 members) **Ultra:** $149/month (or $1,490/year) — 5,000 documents, 10,000 credits, 10,000 images, team collaboration (5 members) Yearly billing saves 17%. **E-Signatures add-on:** $10/month + $0.60/signature after the first 10 (available on Pro and above) --- ## Primary Users - Operations and RevOps teams automating contract, invoice, and proposal generation - HR teams generating offer letters, onboarding documents, and certificates - Sales teams personalizing pitch decks and proposals in bulk - Marketing teams creating personalized event materials, badges, and certificates - Agencies and no-code builders automating client document workflows - Solo entrepreneurs and freelancers replacing manual mail merge --- ## Template Format Templates are Word (.docx) or PowerPoint (.pptx) files with `{Placeholder_Name}` syntax. Spaces in field/column names are replaced with underscores. Line-item loops use a separate data table joined by a `__parent_id` column. Conditional sections are supported. --- ## API ActiveMerge provides a REST API and webhook endpoints for programmatic document generation. API tokens are managed under **API Access** in the app. The webhook endpoint accepts a POST request with a template ID, data payload, and output format, and returns the generated file URL. API url: https://app.activemerge.com/api/documentation --- ## Limitations - Maximum 2,000 images per image generation job - Maximum file upload size: 10 MB (templates and data files) - E-Signatures require an active paid plan (add-on not available on Free) - Team collaboration available on Plus plan and above - 24/7 support available on paid plans only --- ## Support - Help center: https://activemerge.com/help/ - 24/7 support available on Pro, Plus, Business, and Ultra plans - Email: hello@activemerge.com