201: Realvolve Mail Merge with Google Documents


This video takes you through the steps of doing a mail merge with data from Realvolve using Google Docs and the PandaDocs Add-on. I show how to install the Add-on which only needs to be done once and the steps you follow to produce the merged document

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    David Ursino

    I tried to do this, but unfortunately DocumentMerge by PandaDocs is no longer available. Is there a different addon we could use?

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    Gary Hall

    Hi David - Google intermittently removes that one so feel free to use any Mail Merge program they have. I believe there is one that is actually called Mail Merge.

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