How to Create Personalized Documents from a Google Spreadsheet in Minutes

CodeCanyon · May 2

Introducing Document Studio, a powerful Google add-on that lets you effortlessly generate documents and reports using merge data stored inside Google Sheets. It can also create documents with live data from Google Forms submissions. The generated documents can be automatically sent inside personalized email messages using built-in Mail Merge.

There’s zero learning curve and you can work inside the familiar Google Docs environment. The documents can be produced in PDF, Word, Excel, PowerPoint and several other formats. The generated files are uploaded to your Google Drive, they can be instantly shared and there’s also an option to send files directly to the printer via Google Cloud Print.

The uses cases are endless. Businesses can streamline workflows and send professional looking invoices to customers. A school teacher can print individual exam certificates of every student in her classs. An instructor can generate personalized training handouts for attendees.

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Getting Started with Document Studio

It takes 3 easy steps to get started.

Create a template inside Google Docs, Google Sheets or Google Slides and add placeholders, such as {{Name}} or {{Address}}, for merge fields.
Create a Google Sheet with the source data. The column headings will correspond to the placeholders in the template while the rows represent the records.
Install the document merge add-on and follow the wizard to produce the documents. Document Studio will create one document per row in the sheet.

Document Studio includes a WYSIWYG email editor to help you send the merged documents to one or more recipients inside personalized email messages.

If your template is a Google Spreadsheet and it contains any formulas, they are re-calculated and evaluated in the generated document. You can also include unique images, Google Maps, QR Code images and PayPal payment links in generated documents with the help of simple spreadsheet functions.

In addition to document merge, the add-on can also be used for creating documents in real-time from Google Forms submissions.

Watch the video tutorial on YouTube or check the help center to learn more about Document Studio.