Word and Excel Document Automation for online forms, reports, contracts and more | MergeOS

Create web forms & custom documents in minutes

  • Make your business more efficient, lower costs & reduce errors
  • Create simple web forms that generate Word, Excel & PDF files
  • Transform data into Word, Excel & PDF documents you can send anywhere
  • Automate your manual document creation steps and save hours

Simple document generation

Build your template

Create or use your existing Word documents. Add some simple placeholders for your data & use the standard Word tools to layout and style your template.

Jazz it up!

Create charts, graphs and formulas in Excel to enhance your data before it's merged into your documents. Dynamically include images and files from your library.

Merge & send

Generate custom documents from web forms or data uploads. We'll automatically merge it into your template and send it anywhere.

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"Wow" your customers and clients with amazing looking documents.

Web Forms & Data Integration

Create simple web forms to gather data from clients, suppliers and customers. Embed the forms on your site or link directly to them.

Bulk upload data from CSV files or integrate with 1000's of apps via Zapier or our API.

Beautiful Templates

Use any Word document to create your templates. There's no need to learn a new tool or use a clunky web editor.

We publish new templates, images and icons regularly, along with articles on design that will help make your documents shine.

Charts, Graphs & Formulas

MergeOS can use Excel files to enhance your data before it's merged into the final template.

Create charts, graphs or formulas in Excel and MergeOS will automatically merge the results into the final document.

Dynamic Notifications

Configure emails with custom to-addresses, subjects and body content.

Attach the generated documents in multiple formats.

Get started with MergeOS

Take control of your documents, make your office more efficient and your people happier!