Generate automated proposals and NDAs from Excel using Word template

Create automatic proposals, business letters, contracts and other documents directly from your Excel! All you need is Excel, Word and Integromat.

Make (Integromat) Free plan allows you to create fully functioning automation scenarios and provides monthly renewable 1000 operations credit.

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Are you tired of copy pasting data from Excel to Word? What if there would be an easy way to automate generation of NDAs, contracts and agreements? In this solution explained here, all you need is a Microsoft Word document template, Excel sheet, OneDrive and free Make (Integromat) account.

Do you want to generate automated documents? First step is to create a document template in Microsoft Word. Just use one of your standard documents and replace information with curly bracket tags. Next step is to prepare a matching Excel sheet with data that will be used to generate the automated document. To merge Excel data with Microsoft Word document we will use Integromat. With a few simple steps you can have automated document generation happen every time you add a new row to Excel sheet. The document is saved on your OneDrive. From there you can send it out via email.

Here is a video showing how to send out automated emails to email addresses saved in your Excel file:

You can adapt above scenario by adding email sending at the end of the scenario workflow.

This tutorial can easily substitute using PandaDocs, Formstack or DocuSign for document generation. It will not help you with e-lectronic signatures but it will generate ready to sign documents for you. This can be a great cost saving alternative to Formstack or PandaDocs or just a simpler way to test document generation without buying more software.

Details of the video:
0:00 Initial set up of OneDrive, Excel and Word template
1:02 Using Microsoft Word for document template
2:10 Creating scenario in Make (Integromat)
4:18 Downloading template using OneDrive
5:55 Matching Word template tags with data
8:21 Uploading generated Word document to OneDrive
9:45 Generating multiple documents at once


#Excel #Word #Proposals

[nca-nocodeagency]

hi! do you know if you can have a loop on the tempalte? as an example, I have to create a document that describe the schedule of a training. These traingin sesssions won't have the same number of exercices. I want to add a paragraph for each exercice (1 to N) thank you

[aliashqar]

Is it possible to set the scenario to run when triggered? As in keep checking the added rows all the time/ or over very short intervals

[lizmackevicius]

Hi there....I'm getting this error message when it get to the Word module: Cannot read properties of undefined (reading '0') Do you know where I should be looking to resolve this? Thankyou 🙂

[grizzzli]

Hello. I'm trying to use this module in a similar way, but I keep getting this message : "InvalidConfigurationError: invalid docx file". The .docx file I'm using as a template is very simple, and anyway it seems that the error is raised before it even tries to fill in the fields. Do you know why that can be?

[lizmackevicius]

Hi...I can navigate to finding the correct folder in the integration, but my worksheet does not appear. Any tips?

[justefanou]

Does anyone know how the "condition" works? I have trouble understanding from the documentation.

[engfernandolsf]

Hi, can i have a excel file with parameter of font size and info about my word template and make my word read it?