Mergeform lets you turn your existing documents and spreadsheets into thousands of personalized PDFs in just a few clicks
Mergeform lets you turn your existing documents and spreadsheets into thousands of personalized PDFs in just a few clicks.
Instead of manually editing each document, you use the files you already know:
• Start with your own DOCX
Use any Word .docx file as a template. Add simple merge fields like {{Name}} or {{Address}} right where you want personalized data to appear.
• Connect an Excel spreadsheet
Choose your Excel workbook and select the sheet that holds your data. Each row becomes a personalized document, and each column can fill in a different part of your template.
• Map fields with clarity
Match template placeholders to specific spreadsheet columns so you know exactly what will appear where. See at a glance which data is used for names, dates, amounts, and more.
• Preview before you commit
Generate a sample PDF to confirm everything looks right before you run the full job. Check formatting, spelling, and layout so there are no surprises later.
• Export exactly what you need
Create a separate PDF for every row in your spreadsheet, or export a single combined PDF that contains all generated documents in one file, ready to print or share.
Because it is built specifically for macOS, Mergeform feels right at home on your Mac:
• Clean, focused interface that stays out of your way
• Fast processing for large spreadsheets and long documents
• Reliable PDF output that preserves your fonts and layout
Use Mergeform for:
• Letters: Personalized client letters, school notices, fundraising campaigns
• Certificates: Event participation, course completion, awards, memberships
• Invoices and billing: Customized invoices, statements, receipts
• Reports and forms: Enrollment forms, HR letters, agreements, and more
With Mergeform, you can go from a single DOCX and a simple spreadsheet to hundreds or thousands of polished PDFs in minutes, without learning new tools or complex systems.