Donation Receipt Template That Meets the IRS Rules
A copy-paste donation receipt template with the one sentence the IRS requires, and how to run the January batch from your donor spreadsheet.
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Practical guides to document automation
Clear, hands-on ways to turn spreadsheet rows into polished, separate documents.
HR Document Automation: Letters From a Spreadsheet
Offer letters, verification letters, and the rest of the HR pile are the same merge: one employee row, one PDF. The routes, and where each one stops.
Read the guideBulk Certificate Generator for Events: From a CSV
Export Eventbrite, Zoom, or Luma to CSV, filter who attended, then generate one named certificate PDF per person, free tools first.
Read the guideTurn New Sheet Rows into PDFs Without Burning Zapier Tasks
A sheet to PDF to email Zap costs two tasks per row plus a document tool subscription. What 200 documents a month costs, and where each route breaks.
Read the guidePortant for Google Sheets: pricing and what still fits
Portant sells itself as a HubSpot document tool. What its Google Sheets side still does, what the plans cost, and where it creaks if you never touch a CRM.
Read the guideEmail Everyone Their Own PDF From a Spreadsheet
How to email each person their own PDF from a roster: why Gmail's merge can't, how Autocrat and YAMM do it, and where each delivery route stops.
Read the guideCreate Offer Letters in Bulk from a Hiring Spreadsheet
Create offer letters in bulk from a candidate spreadsheet with Word mail merge, Docs and Autocrat, e-signature bulk send, or a batch PDF tool.
Read the guideClient Statements From a Spreadsheet: One PDF per Client
A transactions log is one row per transaction; a statement is one PDF per client. How to get from one to the other, and where each method breaks.
Read the guideGoogle Sheets Invoice Line Items: One PDF Per Invoice
Your sheet has one row per line item and a merge makes one PDF per row. How to group those rows into one invoice, with or without code.
Read the guideBatch Invoices From a Spreadsheet Without Accounting Software
How to turn a billing sheet into a stack of invoice PDFs: a Sheets template, Autocrat, row grouping, and batch tools, with the line-item trap in each.
Read the guideGenerate PDF From Google Sheets: From Menu to Script
Getting a PDF out of a sheet: the download menu, the /export?format=pdf URL, an Apps Script that writes to Drive, and template tools for designed output.
Read the guideAdobe Acrobat Mail Merge: What to Use Instead
Adobe Acrobat has no mail merge. What to use instead depends on where your template lives: a Word file, a fillable PDF form, or a finished design.
Read the guideEmployment Verification Letter Template and Filled Sample
A copy-paste employment verification letter template, a filled-in sample, and what belongs in one before you sign it and send it out.
Read the guideAutocrat stopped working after the V8 update. Here's what fixes it
Autocrat merges broke when Google forced the V8 runtime in June 2026. What happened, the fixes that help, and what was still failing months later.
Read the guideWe open sourced the SheetRender render engine
The Chromium PDF engine behind SheetRender is a standalone MIT Python library and CLI. One command turns a spreadsheet and an HTML template into a stack of PDFs.
Read the guideAutomated PDF Reports: One per Client or Location
Same report, twelve clients, every Monday. When a Looker Studio dashboard is enough, and when you need one branded PDF per row.
Read the guideCSV to PDF: One File Per Record, Not One Giant Table
Open the CSV in Sheets or Excel for a table PDF. One file per row needs a script or a merge tool, and some of those take the CSV directly.
Read the guideConvert a Spreadsheet to PDF Automatically: One PDF Per Row
One PDF per row from a spreadsheet: free routes first, then hosted tools, with their limits and which ones run on a schedule.
Read the guideGoogle Sheets Mail Merge: Emails, PDFs, and Where Each Breaks
How to mail merge from Google Sheets: Gmail's merge for emails, Autocrat and SheetRender for one PDF per row, and the daily limits that stop each one.
Read the guideAutocrat "Service invoked too many times": What It Means and How to Fix It
Autocrat merges dying mid-batch with a quota error? Why Google's Apps Script limits cause it, the fixes that work inside Autocrat, and what to try next.
Read the guideHow to Generate Certificates in Bulk from a Spreadsheet
Ninety-four names, ninety-four certificates, each one named correctly, with Canva, Autocrat, a Word macro, or one uploaded example.
Read the guideHow to Split a Mail Merge into Separate PDF Files
Word merges everyone into one file. A VBA macro that saves one PDF per record, the Autocrat route for Google Docs, and when to skip both.
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