In your template, for anything that you want to be a merge field and have your spreadsheet data mapped to, you should have > brackets on each end of whatever placeholder where you want to map data. There is no magic “insert merge field” button for this, so you have to do this part yourself.
You can draft your template as you would draft any letter or email, but with AutoCrat there is a special consideration when you want to insert fields. In Google Docs, it’s time to draft your mail merge template. In the actual email message that would go out to each contact, their first name and company names would appear.Ĭommon merge fields for use in mail merge templates include things like:Ĭreating a mail merge template with AutoCrat When you are doing any type of mail merge, you need two things – 1) a template and 2) data to merge into that template.įor example, here is what a simple draft email template looks like that you could use with a mail merge: Next, let’s get your document template and merge fields all set. Once you get to the add-ons marketplace, search for AutoCrat, then add it to your account.
When you are in Google Sheets, you can go to the Extensions drop-down menu, then click Add-Ons and then Get Add-Ons. To get AutoCrat, you will need to open Google Sheets (Google’s spreadsheet software, similar to mail merge in Microsoft Excel). Our recommendation out of these? AutoCrat.ĪutoCrat lets you create personalized Google Docs documents in a relatively easy format. Mail merge add-ons for Google Docs include: There are many different add-ons out there, and you can spend hours and hours tinkering with them… It can’t do it on its own, so you need a third-party add-on for Google Docs to make it happen. The thing about Google Docs is that it does not natively do mail merge. Next, you will need a mail merge add-on for Google Docs Mail Merge Add-Ons for Google Docs Now the hard part’s over (not really though).
Once you have your Gmail / Workspace account, you now have access to Google Docs. Google also has business accounts under the brand Google Workspace (formerly G-Suite) which starts at $6 / month / user. Step 1 of this is making sure you have a Gmail or Google Workspace (business account aka “G-Suite”) account so you can create the mail merge. Getting a Gmail / Google Workspace Account
#GOOGLE DOC MERGE TWO DOCS PDF#
to reveal the Save to Google Drive option.Ĭhrome will upload your PDF to your Google Drive. Under the Destination category, select Save to Google Drive.
#GOOGLE DOC MERGE TWO DOCS DOWNLOAD#
You might be tempted to click on the download button, but don't. If you don't see the controls, move your mouse to the top of the page. First, open the file you want to save to your Drive in Chrome's PDF viewer, then look at the top of the page where the additional controls are. Now that we're ready to save PDFs straight to Drive, we need to take an odd path to do. However, to do this, you'll need the Save to Google Drive extension, so be sure to download that at the bottom of this tip. You don't even need to open Drive the PDF viewer handles everything. While Chrome is a fantastic PDF viewer, it can also save PDFs to your Google Drive.
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