Bill.com
Zoho Invoice
Wise
The Invoice Machine
ChargeDesk
InvoiceOcean
EasyBill
Coupa
SheetRender
PDFMonkey
Documint
Portant Workflow
Docupilot
DocsAutomator
SheetRender turns a spreadsheet into a stack of separate, print-ready PDFs, one document per row, rather than the single long merged file that Word and Google Docs mail merge produce.
What makes it different is how the template gets made. Most document generation tools ask you to rebuild your document as a template full of merge tags before you can generate anything. SheetRender skips that step. You upload one finished example of the document you want, such as a certificate, invoice, quote, or offer letter, and it studies the layout and builds a matching template from it. A PDF, a web page, or even a screenshot works. You review the result, adjust it with plain-language edits, and generate.
Data comes from a CSV or XLSX upload, or from a Google Sheets snapshot. Output is print-ready A4, Letter and Legal, with real page breaks and print margins. Runs can be scheduled so the latest rows are pulled, rendered and delivered on a cadence without redoing the work each month, and each finished document can be emailed to an address taken from a column in the sheet.
Typical users are non-technical spreadsheet owners in HR, training and operations who need one document per person: training certificates for a whole cohort, offer letters, invoices and quotes from a billing sheet, or personalized reports.
There is a free plan, and no credit card is required to start.
Bill.com SheetRenderNo SheetRender videos yet. You could help us improve this page by suggesting one.
SheetRender's answer:
Every other mail merge tool starts by asking you to rebuild your document as a template full of merge tags. SheetRender starts from the finished document instead. You show it one example, a certificate or invoice or offer letter you already have, and it works out the layout and builds the template for you.
The other half is the output. Every row in your spreadsheet comes out as its own separate PDF file, correctly named, rather than one long document you then have to split by hand.
SheetRender's answer:
Two reasons, and they are narrow ones. If you already have a document you like, you can skip template building entirely, which is the step where most people give up on tools like Autocrat or Form Publisher. And if what you need is one file per person rather than one merged document, that is the default here instead of a workaround.
If you are comfortable building templates with merge tags, or you want a PDF generation API to call from your own code, something like PDFMonkey or CraftMyPDF is a better fit. SheetRender is aimed at the person who has a spreadsheet and a deadline, not at a developer.
SheetRender's answer:
Non-technical people who own a spreadsheet and need one document per row. In practice that is HR and operations staff sending offer letters, trainers and course administrators issuing certificates to a whole cohort, and small business owners producing invoices or quotes from a billing sheet.
The common thread is that they are not developers, they already have a document that looks right, and the job is repetitive enough to hurt but not big enough to justify building something custom.
SheetRender's answer:
It came from watching people hit the same wall. Someone in HR or training would have a perfect certificate or offer letter in front of them, and a spreadsheet of names, and the tool they were told to use would ask them to rebuild that document from scratch as a template with merge fields in it. Plenty of them stopped there and did it by hand, one at a time.
The question was whether the template step could be removed rather than made easier. If the finished example already contains the layout, software should be able to read it. That turned out to be the interesting problem, and the product grew around it.
Based on our record, Bill.com seems to be more popular. It has been mentiond 259 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I mean.... This is how it is everywhere... You could use bill.com but it still has a monthly fee, however if youre sending multiple invoices like so, the monthly fee is paid for in just 2 clients of yours... Honestly a $66 processing fee for $2K isn't bad... Venmo/Paypal gifted is fee-less but not recommended... Source: over 2 years ago
Bill.com have just gotten back to me saying they haven't received the money back (which nationwide said would have only taken 5 days from the 23rd November) and that SWIFT have told them that they did infact have my full name on the transaction and not my initials or anything else (unlike what nationwide told me). Source: over 2 years ago
What platforms do you use to collect payment from our clients? I was thinking of using bill.com or stripe for now until I find a new method and then pay out the influencers. Source: almost 3 years ago
We use bill.com for both our AP and AR. All online, customer can pay with a link, generates all our monthly invoices automatically, easy to generate and send hardware and project invoices on demand, can be used to pay your vendors as well, syncs with Quickbooks, customers can be set up for auto-pay via credit card (charge to us is 2.9%), you can charge a convenience fee if you want. Customers can also pay via ACH... Source: about 3 years ago
My employer uses bill.com to process salaries so its thru SWIFT Wire Transfer. Source: about 3 years ago
Zoho Invoice - 100% free online invoicing software for small businesses.
PDFMonkey - Automate your PDF generation.
Wise - Currency exchange Banks and other providers could charge you up to 5% in hidden costs when sending ...
Documint - Automated PDF generation
The Invoice Machine - The Invoice Machine is an online invoicing service with a simple and elegant user interface.
Portant Workflow - Delete copy and paste from your life.
