Statements, contracts, letters and certificates, built one at a time against a deadline. It is slow, it is easy to get wrong, and every new client adds admin instead of margin.
Open the template, change the name, save, rename, repeat. For every single person.
A copy-paste slip on someone’s money becomes a complaint, a churned client, or an FSCA question.
They know the trick that makes it work. They take leave, and month-end quietly grinds to a halt.
The increase letters, the annual statements, the renewal notices. The date never moves and it is always a scramble.
More recipients means more hours. Growth starts costing you instead of paying you.
This is not an opinion about Word. It is what Word does.
“Microsoft does not include a function to merge documents to separate files.” A Microsoft Word MVP
You don’t have 1,000 documents to make. You have one template.
The ones that come round every month, every quarter, every renewal. Orca Merge produces any document where the layout stays the same and only the details change.
Setting a template up takes a few minutes, once. After that, a whole run is a single step.
The document you already send is the document Orca Merge uses. Not a copy, not a rebuild, not a re-export.
The dashed cells are the spaces Orca Merge will fill. Everything else in the document is left exactly as it is.
Orca Merge renders your actual document on screen. Pick a column, then click a cell, click a placeholder, or just highlight the words you want replaced.
{placeholders} and on plain sentences. Your document needs no structure it does not already haveOne column bound to a table cell, another bound to highlighted words in an ordinary sentence. Neither put a single character into the file.
Orca Merge checks the file before anything happens, then builds one document per row and hands the whole run back as a single download.
Row 42 becomes document 42, every time.
The mapping is saved with the template, so the setup never happens again.
Same template, new spreadsheet. The only thing that changes month to month is the data.
Why Orca Merge
Your template is not a draft. Somebody approved the wording. Somebody signed off the layout. Legal has a copy. The moment a tool asks you to type <<Name>> into it, that file is a new file, and a new file needs approving again.
100 documents free for your first week. No card.
Compared with doing it by hand
Where your data sits
Four things a compliance review always asks, answered up front.
Your spreadsheets, templates and finished documents are stored and processed in South Africa, and never leave it.
Sign in with Google, Microsoft or an email link. We never store one.
Your data is kept separate from every other customer’s.
Your uploaded spreadsheet is deleted after 7 days and your finished documents after 30. Templates stay until you delete them.
Ask us anything a compliance review would ask and you will get a written answer. Send us your questions
100 documents free for your first week. No card.
Try it with your own templateIncluding the things Orca Merge does not do yet.
Something not answered here? Ask usNo, and that is the whole point of the product. Orca Merge reads the Word file you already use, renders it on screen, and binds each field by click. Nothing is typed into your document, so nothing in it has to be approved again.
A Word template (.docx) and an Excel data file (.xlsx). CSV is not supported yet, and neither is the older .xls format.
Not yet. Email delivery, with a delivery report for every recipient, is coming to Enterprise. Today every plan hands the whole run back as a single download, and sending stays with you. Get notified when it is ready.
Not yet. Every plan produces Word .docx documents today. A finished PDF for each person is coming to Enterprise. Get notified when it is ready.
That works, as long as everything comes from one template and one Excel file. Each person is one row, so their line items sit side by side on that row: Item 1, Amount 1, Item 2, Amount 2 and so on, up to the most items anyone has. Someone with fewer items gets blank lines in the spare slots, so every document keeps the same layout. Orca Merge reads the first sheet of one data file; it does not combine a second sheet or a second spreadsheet.
Up to 1,000 documents a run on Lite, 10,000 on Pro and 20,000 on Scale. Ten thousand documents take about fifteen minutes. For anything larger, talk to us.
No. Orca Merge runs in a browser. There is nothing to install, nothing to enable and nothing for IT to sign off.
100 documents free for your first week, with no card.
In South Africa. Sign-in is by Google, Microsoft or an email link, so there is no password for us to store. Your data is kept separate from every other customer’s.
One generated document per row of your data. A 500-row spreadsheet uses 500 credits.
They roll over and never expire. If you cancel, the balance freezes rather than disappearing.
Yes, up or down at any time. You can also top up mid-month without changing plan.
CONTACT
Questions about Orca Merge, a big run, or a custom document job? Email us and a real person replies.
Prefer to just see it work?
Try free - no card neededTell us what you produce, how many documents a run, and how often. For a large or custom run, a sample template helps.
sales@blackfinstudio.co.za Email us
