DocuMerge
Automated document generation from templates using variables and conditional logic
DocuMerge is a document automation platform that merges incoming data with templates to produce finished documents. It supports templates built from PDF, Word, Excel, PowerPoint, HTML and other formats, with variables, conditional logic and loops. Data can be collected from apps, web forms, CRMs and other sources, optionally transformed before merging, and routed to one or more templates.
The platform generates PDF, DOCX, XLSX, PPTX, HTML, XML, text and email outputs, and can deliver documents to apps, e-signature platforms, CRMs, cloud storage and email. It includes an API for managing documents, routes and deliveries, plus file actions such as combine, compress, convert, encrypt and split. Sessions allow data to be gathered from multiple sources before a merge. Delivery integrations are included across plans, and the platform supports Smarty template code and migration from Formstack Documents (formerly WebMerge).
Plans are subscription-based, with monthly or annual billing and a 14-day free trial on the Starter plan. Tiers are organized by action volume, active templates and user count, ranging from single-user Starter plans to multi-user Growth, Pro, HIPAA and Enterprise editions. HIPAA and Enterprise plans include SLA and BAA coverage; other plans do not.
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