MergeSheet Help

Last updated: 6 August 2026  ·  Stuck on something not covered here? Email [email protected] and a person will reply, usually within two business days.

Quick start

The fastest route is to let MergeSheet build you a working example.

1. Open any Google Sheet.
2. Open MergeSheet from the add-ons panel on the right, or from Extensions → MergeSheet.
3. Click Create sample template. MergeSheet makes a tagged quote template in your Drive and, if the sheet is empty, fills in two example rows. It never overwrites a sheet that already has data.
4. Click any cell in row 2.
5. Click Generate from selected row.

A PDF appears in the same folder as the template, and a link to it appears in the row. Once that works, swap in your own template and your own data.

How tags work

Write {{Column Name}} anywhere in your Google Doc. When you generate, MergeSheet replaces each tag with the value from that column in the row you are merging.

There is one rule, and it is strict:

Things worth knowing:

• Tags work in headers and footers, not just the body. Footnotes too.
• Values appear exactly as they look in your sheet. A cell showing $1,200.00 merges as $1,200.00, not 1200. A date shown as 9/1/2026 merges as 9/1/2026. If you want a value formatted differently in the document, format the cell differently in the sheet.
• An empty cell produces an empty space, not the tag text.
• A tag with no matching column is left in place, printed literally. That is what the Check template button is for.
• Formatting is preserved. If the tag is bold, the merged value is bold. Style the tag the way you want the result to look.

Checking a template before you run it

Click Check template. MergeSheet reads every tag in your template, compares them against your column headings, and lists any that do not match.

Do this whenever you edit a template or rename a column. It takes a second and it is the difference between catching a typo now and finding {{Amount Due}} printed in an invoice you already sent to a client.

Generating every row at once

Generate all rows runs every data row in the current sheet. MergeSheet tells you how many documents that will be and asks you to confirm before it starts.

• Progress is shown as it runs. Leave the sidebar open until it finishes.
• If a row fails, MergeSheet records the reason in that row and keeps going. One bad row does not cost you the rest of the run.
• On the free plan, if the run would exceed your monthly limit, MergeSheet generates as many as your remaining allowance covers and then stops cleanly and tells you where it stopped.

To run only part of a sheet, move or copy the rows you want into their own sheet tab and run it there.

Naming your output files

By default, files are named from the first two non-empty values in the row. To control it, put a pattern in the File name field using the same tag syntax:

Quote {{Quote No}} - {{Client}}

That produces Quote Q-1001 - Acme Corp.pdf. Leave the field blank to go back to the default.

The two columns MergeSheet adds

The first time you generate, MergeSheet adds two columns at the right edge of your sheet:

These let you see at a glance which rows already have documents, which is how you avoid generating duplicates. They are ignored as merge fields, so you do not need to worry about them showing up in your template. You can delete them at any time and MergeSheet will simply recreate them on the next run.

Google Forms: generate on every response

A Google Form's responses land in a Google Sheet, so there is nothing extra to configure. Point MergeSheet at that response sheet and it works like any other sheet.

To generate a document automatically on every new response:

1. Open the sheet your Form sends responses to.
2. Set up your template as normal and click Save settings.
3. Tick Generate automatically on form submit.

From then on, each new response generates a document on its own. Untick the box to turn it off.

One thing to watch: your Form question titles become your column headings. If you reword a question, the heading changes and your tag stops matching. Run Check template after editing a Form.

Limits

Billing, upgrading, and cancelling

Upgrading. Click $4.99/mo or $49/yr in the sidebar. That opens Stripe Checkout in a new tab. Your plan updates within a few seconds of payment. If the sidebar still shows the free plan after a minute, close and reopen it.

Cancelling. Click Manage subscription in the sidebar. That opens your Stripe billing page, where you can cancel, change plan, or update your card. Cancelling stops future renewals and you keep paid access until the end of the period you already paid for.

Refunds. Email [email protected] within 30 days of a charge and we will refund it in full, no explanation needed. See the Terms for the detail.

Use a different email for billing? Your subscription is matched to the Google account you installed with. If you paid using a different address and the sidebar still shows the free plan, email support and we will link them.

Troubleshooting

What MergeSheet does not do yet

Stated plainly so you can decide before you pay rather than after.

• It does not email the finished documents. MergeSheet generates and files them; sending is still yours to do. It requests no Gmail permission at all, which is deliberate.
• Google Docs templates only. Google Slides templates are not supported, so certificate designs built in Slides will not work.
• Text only. Tags are replaced with text. You cannot merge a different image, signature, or logo per row, and there is no way to repeat a table row per line item.
• No conditional content. Every generated document contains every section of the template. There is no way to hide a paragraph based on a value.
• One template per spreadsheet. To run two different templates against the same data, copy the sheet to a second file.
• PDF output, with an optional Google Doc. There is no Word (.docx) export.

If one of these is blocking you, say so at [email protected]. What people actually ask for is what gets built next.

What MergeSheet can and cannot see

MergeSheet runs entirely inside your Google account. Your spreadsheets, templates, and finished documents never reach a MergeSheet server, because there is no MergeSheet server for them to reach.

It cannot see files in your Drive other than the ones you pick or the ones it creates. It has no access to your email whatsoever, and requests no Gmail permission at all.

The full detail, including every permission and why it exists, is in the Privacy Policy.