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  3. Templates & Mail Merge
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Templates & Mail Merge

Use built-in templates, create custom ones with placeholders, render documents, and perform bulk mail merges.

Built-in Templates

Pre-configured templates for invoices, proposals, contracts, NDAs, and meeting briefs — what each contains and how to use them.

templatesinvoiceproposalcontractndameeting briefbuilt-in

Custom Templates

Creating your own document templates with {{placeholder}} syntax and uploading them for reuse.

customtemplatesplaceholderscreationuploadreusable

Rendering Documents

How to fill templates with data and generate professional documents in various output formats.

renderingtemplatesgenerationoutputformatsdatadocuments

Bulk Mail Merge

Generating multiple personalized documents from a CSV data source with batch processing.

mail mergebulkbatchcsvpersonalizationmassdocuments