Hey everyone!We put together a short tutorial on generating contracts straight from a Google Sheet using Zapier and DocuGenerate, and wanted to share it here in case it's useful to others. The goal is to turn each spreadsheet row into a ready-to-send PDF contract, automatically.
The setup
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A Google Sheet holding the contract data (client name, effective date, address, etc.), one row per contract.
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A Word template with merge tags matching the sheet's columns, uploaded to DocuGenerate.
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A Zap with the New or Updated Spreadsheet Row in Google Sheets trigger, so any new or edited row kicks off the automation.
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The DocuGenerate Generate Document action, mapping each sheet column to its corresponding merge tag, producing a PDF from the row's data.
One gotcha worth calling out: if any of your columns can contain multi-line text (like a multi-line address), passing it straight into the Data field can break the JSON payload. The fix is to add a Formatter by Zapier step (Text > Replace) before the Generate Document action, replacing newline characters, then feeding that formatted value into the Data mapping instead of the raw column value.
Full write-up with the sample template, dataset, and all the screenshots is on our blog. Happy to answer questions if anyone wants to adapt it to their own use case.
