The parts of contract admin no one budgeted for
- ✕
Typing the same client name, address and amount into five places in a Word file.
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Emailing the wrong PDF because you forgot which version was the latest.
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Chasing a client who needs a re-sent copy a month later.
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Reconciling which clients have signed contracts and which are still outstanding.
How it works
- 1
Client list as your source of truth
A Google Sheet or Excel file with one row per client: name, contact, terms, amount, start date — whatever your contract needs.
- 2
Your existing contract as the template
Upload the Word or Google Docs contract you already use. Drop in merge tags like <<client_name>>, <<start_date>>, <<monthly_fee>>.
- 3
Run and email
SheetMergy generates a personalised PDF per row, stores every version, and emails each client directly with a custom subject and body.
Built for people who care about the details
Keep your legalese intact
Your contract, exactly as drafted by you or your lawyer. Only the data changes, never the wording.
Personalised delivery
Each client gets an email written for them — their name, their deal, their numbers.
Versioned and searchable
Every contract you ever sent is stored with a timestamp. Find and re-send any of them in seconds.
Schedule renewals
Set the job to fire on the 1st of every month for rolling engagements or renewals.
Trigger from your stack
Webhook-trigger a contract when a lead turns into a client in your CRM. No manual step.
Shared with your team
Sales sets it up once. Ops runs it every cycle. Finance gets the PDFs. One workflow.
Common questions
- Does SheetMergy sign the contracts?
- No — we produce the PDF. Pair it with DocuSign, HelloSign, or email-reply signing. The clean PDF goes straight into their flow.
- Can I use Word templates I already have?
- Yes. Upload the .docx and drop merge tags like <<client_name>> where you want data. Formatting stays exactly as you designed it.
- What if each client has different terms?
- Use conditional sections and per-row fields in your spreadsheet. Different monthly fees, start dates, riders — all per row.
- Can I attach an extra PDF (schedule, appendix)?
- Yes. Email step supports multiple attachments, fixed or generated.