Bring your data. Walk away with a thousand finished documents.
The modern mail merge alternative for teams. Drop in a CSV, Excel file, JSON payload, Google Sheet, or HubSpot list — anything with rows. EZdoc maps it to a template you build alongside your own data and renders the whole bulk PDF batch in minutes. No design hand-off. No copy-paste marathon.
how mail merge works · template + your data → personalized pdfs
If somebody on your team is doing one of these by hand, stop.
These are the workflows EZdoc replaces most often. Every one of them used to be a half-day. Now it's a CSV upload and a coffee.
Certificates & awards
Course completions, recognition, employee anniversaries — anywhere you need 200 versions of the same A4 with one variable.
Client onboarding kits
MSA, SOW, project brief, kick-off checklist — generated and personalised the moment a deal closes in your CRM.
Monthly statements & invoices
Every customer in your billing system gets a branded statement on the first of the month — without a single manual step.
Personalised proposals
Sales reps fill a form, EZdoc generates a fully-branded proposal with their numbers, the client's name, and a custom cover.
Compliance & HR letters
Offer letters, NDAs, policy acknowledgements — every new hire gets a packet, signed and filed, before they walk in the door.
White-label microsites
One-page event pages, RSVP cards, leave-behinds — generated in bulk for every client, agent, or event.
Event tickets & badges
Registration list in, a personalised ticket or badge per attendee out — names, seat numbers, QR-ready reference codes.
Transcripts & report cards
Registrar exports the SIS data; EZdoc renders a sealed, consistent transcript or report card for every student.
Variables wired to your data, not your weekend.
Mark the spots that change once. Every row of your CSV, sheet, or API call flows through with values formatted, dates parsed, currencies aligned.
| name | date | total |
|---|---|---|
| Maya Okafor | Jun 12 | $2,840 |
| Devon Park | Jun 12 | $1,150 |
| Riley Kim | Jun 13 | $3,975 |
Love a document? Make it the template.
Any document EZdoc generates — or any document you already have — becomes a reusable template in one click. The parts that change become variables; the design you trust stays exactly as it is.
- Generate it once with AI — or upload the document you already use.
-
Names, dates, and totals become
{{ variables }}— the layout doesn't move. - Merge a CSV against it and walk away with thousands — or send it to recipients directly.
Collect signed responses at scale — finished PDFs, automatically.
Don't have the rows yet? Let people hand them to you. Share a public form link or send emailed invites — recipients fill it in and add a drawn e-signature with consent. Every completed response flows into the same pipeline as a bulk merge and comes out the other side as a finished PDF.
- One public link or an emailed invite — no account needed to respond.
- A drawn e-signature captured with the signer's consent and an audit trail of when and from where.
- Every response becomes a PDF and counts toward your Copies like a merge row — 800 signed waivers, 800 PDFs, 800 Copies (1 Copy = a merged row or form response).
Three steps. One coffee. Done.
1. Make a template
Generate one document, mark the variables. Or upload an existing PDF and we'll detect them.
2. Upload your data
CSV, Excel, JSON, Google Sheets, or hit the API. We map columns to variables in 10 seconds.
3. Get the ZIP
One PDF per row, named your way, in a single download. Or use configured Drive or SFTP delivery.
An API your developers won't quietly resent.
Predictable schemas, explicit asynchronous jobs, visible rate limits, and a polling contract. Wire template merges into your CRM, billing system, or onboarding flow.
Template-first contract
Upload a DOCX or HTML template, inspect its placeholders, then submit matching JSON or CSV data.
Asynchronous by design
Create returns a pending job. Poll the job endpoint until it is complete, then use the download URL.
Visible throttling
Standard and legacy rate-limit headers describe the active window; 429 responses include Retry-After.
OpenAPI and Postman
Use the generated OpenAPI reference or import the maintained Postman collection for raw HTTP requests.
Pay once a month. Generate as much as you actually need.
Every paid plan ships with bulk merge, the API, smart variables, reusable templates, and the 250+ template library. The API isn't an upsell.
For one-offs and lumpy use. People often start here, then move up when they realise they're using it weekly.
- 3 Designs on signup
- 25 Copies / month
- 14 free starter templates
- No bulk merge
For solo operators and small teams just getting their first batches running.
- 1,000 Copies / mo · 8 Designs
- Reusable templates + smart variables
- Bulk CSV / Excel / JSON merge
- REST API access
For agencies, ops teams, and most growing back-offices. Pays for itself the first afternoon.
- 5,000 Copies / mo · 18 Designs
- HubSpot & Google Sheets data connections
- Email-to-recipient + Drive delivery
- REST API + SFTP delivery
For high-volume teams generating thousands a month.
- 20,000 Copies / mo · 40 Designs
- Custom branding
- SFTP + custom domain delivery
- 10,000 API requests/hr
Past 20,000 Copies a month or need a custom volume arrangement? Talk to a human →
Continuum Academy: 800 certificates in 8 minutes.
"It used to be a half-day of mail-merging in Word. Now it's a CSV upload at 9, ZIP in my inbox by 9:08. The whole ops team got their afternoon back."
Stop hand-merging documents.
Let your data do the work.
Sign up and generate today. Pay monthly, cancel any time — most teams don't.