Rowkiln Document Merge: help

Get started in Word

Open the document you want to send out many times: a letter, certificate, contract, offer letter, invoice.
Where each value goes, type a tag with the column name from your spreadsheet: Dear {{First Name}},. For cells that might be empty, add a fallback: {{Discount|0%}}. Tags work in tables, headers, footers, footnotes and text boxes, and they keep the formatting of where you typed them.
Click Rowkiln on the Home tab. Under Rows, open a CSV or Excel (.xlsx) file, or copy the cells in your spreadsheet (header row included) and paste them.
Flip through the preview of every document, then choose what to make and click Make documents.

Get started in Excel

Open the sheet with your rows. Row 1 (or the first row of your data) holds the column names.
Click Rowkiln on the Home tab. It reads the sheet; to use only some cells, select them (header row included) and click Use the selected cells.
Under Template, pick the Word document (.docx) with your tags.
Check the preview, choose what to make and click Make documents. Rowkiln marks each row Done in a "Rowkiln Status" column, so the next run makes only the new rows.

What you can make

A Word file per row, named from the row (for example {{Last Name}} {{First Name}} offer letter), all in one .zip.
A PDF per row (from Word on the web, Windows or Mac). Word lays out each document and saves its PDF, so you get exactly what Word would print. While it runs, you'll see each document in the window; leave it alone until the pane says Done, and your template comes back on its own.
One combined document with a copy for every row, each starting on a new page with its own page numbers, headers and footers. In Word it opens as a new document; in Excel it downloads.

Tag	Becomes
`{{Column name}}`	That row's cell, as it appears in your data. Capital letters and extra spaces in the tag don't matter.
`{{Column name\|fallback}}`	The fallback text when the cell is empty.
`{{_today}}`	Today's date, like October 7, 2026.
`{{_row}}`	The row number in your spreadsheet.
`{{_n}}` and `{{_count}}`	This document's number in the run and how many there are, for "Certificate 3 of 40".
`{{_file}}`	The name of your data file or sheet.

Which rows

Open File names, filter and row range to make documents only for some rows ("Only rows where Status is Approved", or rows 2-50, 75). Rows marked Done in the "Rowkiln Status" column are skipped unless you tick Make them again.

Downloads

Files arrive as one .zip in your Downloads folder. If the desktop app doesn't start the download, open the same file in Word or Excel on the web and run it there, or use Open the combined document in Word and save it from Word.

Sign-in and your data

Sign in with your Microsoft account so your trial and plan follow you. Rowkiln asks Microsoft only for your name and email address. Your template and rows are read and merged inside the add-in on your computer: they're never uploaded to us or anyone else.

Plans

Trial: 50 documents or 14 days, whichever comes first, no card needed. One row turned into documents counts once, whatever you make for it. Previews and the sample don't count. Then:

Standard: $12/month or $120/year, 100 documents a month
Pro: $32/month or $320/year, 1,000 documents a month
Business: $84/month or $840/year, unlimited documents
Teams (Microsoft 365 work or school accounts): $45/month or $450/year per person, Pro for each person

Move between plans in Manage billing at any time.

Support

Email hello@greatwork.company. A person replies within one business day.