Create mail merge documents locally.

Choose a template (DOCX or XLSX) and an Excel file with your data. The document generator fills the template with each data row, for example for invoices, mail merge letters, or quotes. Files are not uploaded.

Local processing in your browser No storage on Convexio servers Free, no sign-up

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Data table

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Why this helps

You create one template with placeholders and no longer need to adjust each invoice or letter by hand.

The generator replaces the placeholders with values from your Excel file and creates all documents in one run.

This saves you:

  • manual copying and pasting
  • transcription errors
  • repeated formatting work
How it works

1. Create a template

  • Create your invoice or letter in Word as usual.
  • Insert placeholders wherever content should change per recipient.

Dear {{name}}, thank you for your order with {{firma}}. The invoice amount is {{betrag|fmt_dec}} EUR.

2. Fill the Excel file

Each Excel column uses the same name as the corresponding placeholder.

namefirmabetrag
Anna BeispielMuster GmbH1490.50
Max MustermannBeispiel AG890.00

3. Choose files and generate documents

  • Choose your template and your Excel file.
  • The document generator creates all documents, which you download as a ZIP file.
Details about placeholders, filters, and export

Placeholders

  • Column names are normalized: spaces and special characters become underscores, percent signs become pct, uppercase letters become lowercase.
  • Example: RechnungsNr. becomes rechnungsnr_, Rabatt % becomes rabatt_pct, 1,3 GG becomes n1_3_gg.
  • Use placeholders like {{name}}, {{firma}}, or {{rechnungsnr_}} in DOCX and XLSX templates.
  • Placeholders without a matching column are not filled. Check the column list after choosing the data table.

Filters

  • {{datum|fmt_date}} formats dates in German style, for example 09.05.2026.
  • {{leistungszeitraum|fmt_month}} formats dates as German month and year, for example Mai 2026.
  • {{betrag|fmt_dec}} formats numbers with German separators, for example 1.490,50.
  • {{iban|fmt_iban}} groups IBANs in blocks of four.

Filenames

  • The filename pattern may use simple placeholders such as {{firma}} or {{name}}.
  • If the template filename already contains placeholders, it is used as the default pattern.
  • Invalid filename characters such as / or : are replaced during export.

Excel templates

  • For XLSX templates, row 1 is the output header row.
  • Row 2 is the template row. Each cell may contain placeholders and filters.
  • The generated XLSX file then contains one row per data record.

PDF export

  • PDF export is optional and runs entirely in your browser.
  • On first activation, the browser loads large files from this website. This can take a while. Your documents are not sent to a server.
  • This export is not available in Safari.
Data processing

All processing runs locally in your browser. Templates, Excel files, and generated documents do not leave your device.

No files are uploaded to or stored on Convexio servers.

Where possible, use your own DOCX and XLSX templates and avoid files with macros or active content from unknown sources.

Sample files

These fictional files belong together: one data table, two Word templates, and one Excel template.

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