Workflows
Generate Multiple Documents from a Single Data Source
ActiveMerge Workflows let you produce multiple types of documents simultaneously — all from a single data source.
Whether you need contracts, invoices, certificates, or letters, one workflow handles it all in seconds.
A Workflow is a powerful automation feature that connects one data source to multiple document templates. Instead of running separate processes for each document type, you set up a single workflow and let ActiveMerge do the heavy lifting.
How it Works
Most document generation tools limit you to producing one type of template at a time. ActiveMerge breaks that barrier. With Workflows, you can generate up to 10 different document types from the same data — all at once, all perfectly formatted.
You can generate at the same time:
- contracts
- letters
- invitations
- invoices
- certificates
- reports and more.
Currently you can generate PDFs, Word (Docx), and PowerPoint (Pptx) documents.
1. Add a Data Source (Optional)
Add your data in Excel format as XLSX or XLS. The headers will act as placeholders in the template. Don't have data ready yet?
No problem. You can save a Workflow without a data source and connect it later through the API for seamless integration with your existing systems.
2. Select Templates
Select the templates you saved before to use in this Workflow. Mix and match PDFs, Word documents, and PowerPoint files in a single workflow.
3. Generate or Save
To test if the everything is ok you can always preview the first file free. If all the details are ok you can now generate the documents in bulk.
Enable Forms for On-Demand Document Generation
Need to generate documents one at a time without uploading a spreadsheet? Enable the built-in form feature for any Workflow.
When a form is enabled, you or your team can fill in the required fields directly in ActiveMerge.
Upon submission, the Workflow automatically generates every document type linked to it — populated with the data from the form. It’s the perfect solution for onboarding new clients, processing individual orders, or issuing certificates on demand.
Forms work with both standalone templates and full Workflows, giving you maximum flexibility in how you create documents.
Why Choose ActiveMerge Workflows?
Save hours every week.
Instead of manually creating documents or running multiple generation processes, a single Workflow does everything at once.
Eliminate errors
One data source means consistent information across every document. No more mismatched names, wrong dates, or inconsistent details between your contracts and invoices.
Scale effortlessly
Whether you’re generating documents for 10 people or 10,000, Workflows handle the volume without breaking a sweat.
Integrate with your tools
Use the API to trigger Workflows from your CRM, ERP, or any other system — no manual data uploads required.
Stay flexible
Add or remove templates from a Workflow at any time. Your document generation process evolves as your business does.
Ready to Automate Your Document Generation?
ActiveMerge Workflows transform the way you create documents. One data source. Multiple templates. Every document you need — generated in seconds.
Start building your first Workflow today.