Bulk Generation

Generate many documents at once from a spreadsheet. Upload a CSV file, map its columns to your fields, and TemplateDocs processes one row at a time - no mail-merge sessions, no copy-paste.

There are two ways to generate in bulk:

  • Bulk Start a workflow - one workflow run per CSV row, with everything the workflow does: logic, document generation, email delivery, storage, and integrations.
  • Bulk Quick Document - one document per CSV row, straight from a template, downloaded together as a zip file.

Bulk Start a Workflow

Bulk Start runs a workflow once per CSV data row. It works with both form and webhook triggers.

You'll find Bulk Start in the workflow's context menu in the Workflows list, and in the menu of the workflow designer.

Here's how it works:

  1. Upload a CSV file. The first row must contain column headers. A batch can have up to 100 data rows. You can download a ready-made CSV template with one column per field.
  2. Map the columns. Columns are matched to fields automatically by name, and you can adjust the mapping manually. A preview shows the first rows exactly as they will be submitted.
  3. Review and start. Each row starts its own workflow run. A progress screen tracks the batch live - and you can close it at any time; the runs continue in the background.

Form-Triggered Workflows

CSV columns map to the form's fields, and every row is validated with the same rules as a regular form submission. Invalid rows are listed with their errors and skipped - valid rows still run.

Note that bulk generation supports flat CSV data only. Since table form fields contain multiple rows, they can't be filled from CSV and won't appear in the mapping.

Webhook-Triggered Workflows

CSV columns map to the fields of the webhook's detected data structure, including nested fields (shown as dotted paths like customer.name). Rows that do not match the structure still run, with warnings reported in the run history - the same behavior as a regular webhook call.

Note that bulk generation supports flat CSV data only. Since array fields can contain multiple values, they can't be filled from CSV and won't appear in the mapping.

Testing with Drafts

When the workflow is not published yet (or has unpublished changes), Bulk Start runs the current draft. This lets you verify a batch end-to-end before publishing. Keep in mind that these runs still consume credits like any other run.

Bulk Quick Document

For generating documents without a workflow, use the Bulk button in the template's Quick Document tab.

Upload a CSV file with up to 25 data rows, map the columns to your template's tags, and one document is generated per row - downloaded together as a single zip file.

  • Text tags are filled with the cell value as-is.
  • Condition tags accept true/false, yes/no, or 1/0.

Limitations:

  • Loop tags cannot be filled from a flat CSV file.
  • For media tags (images, links, QR codes, barcodes), use a workflow with Bulk Start.

Cancelling Runs

Runs can be cancelled while they are in progress:

  • A single run - hover over the run in the workflow's history view and click the cancel button.
  • A whole batch - click Cancel batch on the Bulk Start progress screen to cancel all still-running runs of the batch.

When a run is cancelled, steps that are waiting to execute stop immediately, while steps that are already executing finish their work. The run is then marked as Cancelled in the history.

Credits

Each run in a batch is billed like a regular workflow run, and each Quick Document is billed like a regular document generation. Cancelled runs only consume credits for the steps that actually executed.

See Credits for the full cost model.

Next Steps