Process bulk mailings and documents fast and easy.

Sending bulk documents doesn’t have to be a battle.

Act like a king with the new DocumentMerge Google add-on!

To start, open or create a new Google Doc you would like to personalize and send out to many recipients.

Click Add-ons > Get add-ons

Google Add-on store will pop up.Search for “DocumentMerge” or scroll down and select it.

Click FREE.

Click Accept in the pop-up window.

Congrats! You’ve got the DocumentMerge add-on available right in your Google Doc toolbar. It should remain there for your easy access until you Remove it.

Before starting a new Merge, go to your Google Drive to locate the folder where all your Merges will be saved. All Merges will be automatically saved in new folders in here.

Create a new folder inside DocumentMergeOutput before beginning.

Otherwise your default folder will be nondescript, like “DocumentMergeOutput/2014_3_11_12_14”

Start a new Merge by going to Add-ons > DocumentMerge by PandaDoc > Start

Select Spreadsheet to select the Google Sheet you want to import data from.

Now this DocumentMerge add-on panel will appear at the right of your screen.

Feel free to [change] any data, if you don’t want to import it all.

If you don’t want to send to your entire Google Sheet, change the row numbers, being sure to always begin with Row 2 or greater.

1. Select Data Source

2. Add merging data filesPlace your cursor exactly where you want a Tag to be placed, then click on the [name] of Tag. If you updated anything in Data Source, hit Reload Data now.

3. Merge documents

Here you may also switch Output folders within your DocumentMergeOutput folder by hitting [change] and selecting your folder of choice.

First, hit merge a test document to make sure everything is OK.

Next hit Merge all 5 files. The number of docs produced corresponds with the number of rows in the Data Source.

4. Send documentsMake sure Send to email in column is set to the correct column that contains the recipients' email addresses.Then, click to [change] Subject and body to update and personalize Subject and Body of your email message. Make sure that the name and any other tags are exact matches of the way your Tags are written in Add merging data files. Hit Save.

4. Send documentsMake sure Send to email in column is set to the correct column that contains the recipients' email addresses.Then, click to [change] Subject and body to update and personalize Subject and Body of your email message. Make sure that the name and any other tags are exact matches of the way your Tags are written in Add merging data files. Hit Save.

Next, Send a test email. It will send to whichever email address is associated with this Google Doc account.

Finally, when you're ready, hit Send all 5 emails. Again, the number of emails sent corresponds with the number of rows in the Data Source.

Congrats! You’re finished! Wasn’t that simple?Below is the email your recipients will receive…

And here’s the attachment they’ll open:

Has DocumentMerge by PandaDoc made you feel more prepared?

DocumentMerge from the folks that brought you PandaDoc!

Sign up for Free today at PandaDoc.com to start creating, sending, and tracking documents for legally binding electronic

signature today!

And don’t forget there’s a fantastic PandaDoc Google add-on, too!

Letting you send your Google Docs for

electronic signature!