![]() ![]() There are a few advantages to using an Excel-based workflow to create contracts via mail merge. You then need to edit a recipient list in your email client (make sure you exclude list members who you don’t want to receive the document in question). Separate first and last names during a mail merge.Įxcel spreadsheets intended for mail merge are best formatted in the comma-delimited format. To mail merge from Excel, simply prepare a spreadsheet where the column headers match the field names you want to include in your mail merge.įor example, if you’re mass-generating offer letters, and you want to send them to several recipients, personalizing each letter with each individual’s name, then you’ll need a separate column for first name and last name: Mail merging using an Excel spreadsheet is one of the most common legacy techniques for generating large numbers of documents at a time. Let's explore some of the most common mail merge tools and use cases for mail merge in a business context. That said, let’s look at some examples of the mail merge process. This means contracts created through this kind of mail merge are at a disadvantage from inception. Data being lost at every stage of the process.Files needing to move between email, Word, shared drives and likely an eSignature provider.Lack of advanced electronic signature in Word.It’s well known that Word documents are limited when it comes to contract functionality. While this is an option, the outputs from a mail merge-led contract creation process will be severely limited by the platforms involved.įor example, an Excel-via-Word mail merge results in dozens, hundreds, or even thousands of contracts in Word document format being sent to recipients. ![]() Simple contracts, like employment offer letters, non-disclosure agreements, share option agreements and so on are still sometimes handled using mail merge. However, Microsoft Word is still the dominant currency for business documents in millions of businesses globally, so it’s useful to explore mail merge as a technique for contract automation. If this looks like a process that’s out of place in a cloud-first, SaaS-dominated business environment … well, it is.
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