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Mail merge from Google Sheets,
for documents that get sent.

Generate personalized PDFs, Word docs, and Excel files from your Google Sheets. Think certificates, invoices, contracts, and reports. Email them straight to recipients when you're done, or download the batch as a zip.

  • Connects to Google Sheets in two clicks
  • PDF, Word, or Excel output from one template
  • Email each document or download the batch
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Three steps

From a Google Sheet to a folder of personalized documents

Connect your Google Sheet

PDF
XLS

Authorize MailMergic to read your Sheet. Works with Sheets you own and Sheets shared with you. Pick which tab and which rows to merge.

Upload your template & map columns

First Name
Last Name
Date

Drop in your PDF, Word, or Excel template with placeholders like {{name}} or {{course}}. MailMergic auto-matches Sheet columns to placeholders; drag to fix anything off.

Generate and deliver

Sent

One click. One document per row, named automatically. Download as a zip, or email each document to its recipient with a personalized subject and body.

Connect a Sheet and try it.

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What people generate from Google Sheets

Three workflows that fit Google Sheets data perfectly

Bring your own Sheet and your own template. MailMergic does the merge and (optionally) the delivery.

Certificates from Google Sheets

Generate course completion, training, or event attendance certificates personalized for each attendee. Pull names, dates, and credit hours from your Sheet. Get a folder of branded PDF certificates, or email each one directly to its recipient with a personalized note.

  • Course completion, attendance, CME, CEU certificates
  • Branded PDF output preserves layout, fonts, and signature blocks
  • Email each certificate to its recipient with a personalized subject and body
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Invoices and statements from Google Sheets

Generate monthly client invoices, recurring billing statements, or project receipts straight from your finance Sheet. Email each PDF to the right client with a cover note, or download the full batch for your records.

  • Per-client invoices, statements, and receipts
  • Word, PDF, or Excel output from the same template
  • Automatic per-row file naming (e.g. invoice-{{client}}-{{month}}.pdf)
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Contracts and agreements from Google Sheets

Generate NDAs, engagement letters, service agreements, or vendor contracts at scale. Pull party names, dates, scope, and terms from your deal-pipeline Sheet. Send for signature via email or download for review.

  • NDAs, engagement letters, service agreements, vendor contracts
  • Word output stays editable; PDF output is print-ready
  • Optional email delivery, or download for legal review first
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Try it yourself, no signup required.

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Mail merge tools for Google Sheets

Document-first, not email-first

Google Sheets users have many mail merge tools. Most are built for sending mass personalized emails like newsletters, outreach campaigns, and follow-ups. MailMergic takes the opposite approach: we focus on generating polished documents, then delivering them by email or download. If your output is the email itself, use YAMM or GMass. If your output is a document that needs to look professional, use MailMergic.

Primary output

YAMM, GMass, Mailmeteor
Email body, personalized
MailMergic
Branded, polished document (PDF, Word, Excel)

Attachments

YAMM, GMass, Mailmeteor
Plain or limited
MailMergic
Full template merge: layout, images, formulas, tables

Email delivery

YAMM, GMass, Mailmeteor
Built-in (Gmail-native)
MailMergic
Built-in (each document emailed to its recipient)

Use it for

YAMM, GMass, Mailmeteor
Newsletters, outreach, mass emails
MailMergic
Certificates, invoices, contracts, reports

Sheet as data source

YAMM, GMass, Mailmeteor
Yes
MailMergic
Yes

How MailMergic handles your Google Sheets data

Your Sheet stays your Sheet

MailMergic is GDPR-compliant by default and hosted in the EU. When you connect a Google Sheet, MailMergic reads only the data it needs to run your merge, and never uses your data to train AI models or for advertising.

[VERIFY with Lennart before publish]: exact OAuth scope MailMergic requests on Sheets (read-only vs read-write), retention window after a merge job completes, and the data flow when MailMergic sends emails on your behalf (recipient list and merge data processed only to generate and deliver documents, not retained for any other purpose).

  • GDPR-compliant by default · EU-hosted
  • [VERIFY] Read-only access to the Sheets and tabs you select
  • Your data is never used for AI training or advertising
  • When sending emails on your behalf, recipient and merge data are used only to deliver your documents
  • GDPR Compliant
  • EU-hosted
  • No AI training on your data

Try it yourself, no signup required.

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Template gallery

Templates for Google Sheets users

Bring your own template, or start from one of these. Each template is a free PDF you can download, customize, and feed back into MailMergic to bulk-generate one document per row of your Sheet.

Frequently asked questions

How does MailMergic connect to Google Sheets?
In the MailMergic wizard, choose Google Sheets as your data source. You sign in with Google and authorize MailMergic to access the specific Sheets you select. You can then pick the tab and row range to merge. No copying, exporting, or CSV download required.
What permissions does MailMergic need on my Sheet?
[VERIFY with Lennart] MailMergic requests the minimum Google API scope it needs to read the data you ask it to merge. Specifics on read-only vs read-write access and which Drive scopes are involved will be detailed here before this page is published.
Can I use a Sheet shared with me, or only ones I own?
Both. As long as you have at least view access to a Sheet, you can connect it to MailMergic and use it as a data source. The same Google account that owns the Sheet access also authorizes MailMergic.
Can MailMergic email the generated documents to recipients?
Yes. After each document is generated, MailMergic can email it directly to the recipient address from your Sheet, with a personalized subject and body using merge fields. You can also download the full batch as a zip for offline distribution. Most customers use both: a few documents emailed automatically, the rest downloaded for review.
Can I generate documents but NOT have them emailed?
Yes, email delivery is optional. You can generate one document per row and download the batch as a zip without sending anything. Email mode is a separate, opt-in step at the end of the merge.
What happens to my data after the merge?
[VERIFY with Lennart] Your generated documents and the data used to produce them are retained only as long as needed to complete your job and let you download the results. Specifics on retention windows and deletion behavior will be detailed here before this page is published. MailMergic is GDPR-compliant and hosted in the EU; your data is never used for AI training or advertising.
Does this work with Google Workspace Business and Enterprise plans?
Yes. MailMergic works with any Google account that can authorize an OAuth app, including Workspace Business and Enterprise. Workspace admins can review and approve MailMergic in the Google Workspace admin console if your organization restricts third-party access.
Does MailMergic also work with Excel or CSV files, not just Google Sheets?
Yes. The same workflow runs on Excel and CSV files. If your data lives in an Excel file rather than Sheets, see Excel mail merge.

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