How to Build and Send Service Agreements Using ActiveMerge.pdf

hello258663 5 views 8 slides Sep 22, 2025
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About This Presentation

Still editing service agreements one by one? ⏱️
With ActiveMerge, you can auto-generate and send professional service agreements using your template and a spreadsheet—no scripts or coding required.

✅ Connect your data from Google Sheets
✅ Use your own agreement template (Word format)
✅ ...


Slide Content

How to Build and Send
Service Agreements PREPARE YOUR DATA CREATE A SERVICE AGREEMENT
TEMPLATE CONNECT YOUR DATA SOURCE UPLOAD YOUR AGREEMENT
TEMPLATE CHOOSE THE OUTPUT FORMAT REVIEW AND MERGE GO TO ACTIVEMERGE Using ActiveMerge

GO TO ACTIVEMERGEHow to Build and Send
Service Agreements Using ActiveMerge

PREPARE YOUR DATA How to Build and Send
Service Agreements Using ActiveMerge

CREATE A SERVICE
AGREEMENT TEMPLATEHow to Build and Send
Service Agreements Using ActiveMerge

CONNECT YOUR DATA
SOURCEHow to Build and Send
Service Agreements Using ActiveMerge

UPLOAD YOUR AGREEMENT
TEMPLATEHow to Build and Send
Service Agreements Using ActiveMerge

CHOOSE THE OUTPUT
FORMATHow to Build and Send
Service Agreements Using ActiveMerge

REVIEW AND MERGEHow to Build and Send
Service Agreements Using ActiveMerge