DocuMerge
Low-code service that merges your data into templates to auto-generate and deliver PDFs, Word, Excel and other documents at scale.
What it does
DocuMerge is a document-automation platform that converts incoming data into finished documents. You build templates from PDF, Word, Excel, PowerPoint or HTML, add logic and routing, and output formats like PDF, DOCX, XLSX and HTML. Generated files can be delivered to apps, CRMs, e-sign tools, cloud storage or email, with HIPAA and GDPR compliance.
Core features
Template builder supporting PDF, Word, Excel, PowerPoint and HTML
Conditional logic, loops and variable transforms
Data routing to merge one or many templates per submission
Multi-format output (PDF, DOCX, XLSX, HTML, XML, text, email)
Delivery integrations to apps, CRMs, e-sign and storage
REST API plus file actions (combine, convert, encrypt, split)
Best for
→Bulk-generating contracts, invoices and reports from app data
→Automating document delivery into CRMs or e-signature tools
→HIPAA-compliant document workflows in healthcare
→Migrating document automation from Formstack/WebMerge
Pricing
Starter
$50/mo
Starter Max
$100/mo
Growth
$200/mo
Pro
$600/mo
HIPAA
$2,000/mo