The only Word add-in that covers the complete document lifecycle — from personalized document creation to email distribution, structured data collection, and legally binding e-signatures. Use one step or all four. Every capability is included in every plan.
Complete workflow automation for:
Create documents, distribute them, collect responses — and close the loop automatically. All four capabilities included in every plan. Scroll down to see each approach.
Professional-Level Data-Driven Document Control
Transform spreadsheet data into publication-quality documents with sophisticated formatting far beyond basic mail merge. Every element—from typography to images—dynamically generated from your CSV data.
Industry-first: Auto-generated Word Character Styles from your data fields. Update 1,200 product names by changing ONE style. No document rebuilding required.
Transform CSV columns into document content with advanced <<TextFieldname>> and [[ImageFileName]] syntax. Every data field becomes dynamic content with automatic style inheritance, format preservation, and complex data mapping.
Organize your spreadsheet data intelligently: smart section headers appear once per category from your CSV. Perfect for data-driven directories where "Restaurants" should appear once, not repeated 47 times. Your data structure drives document organization.
Apply conditional logic, color coding, formatting rules, and transformations. Dozens of functions with almost infinite combinations for complex document needs.
Automated image insertion with filename matching, fallback handling, size optimization, and perfect positioning every time.
Full control over styles, spacing, formatting, and layout. Create documents with InDesign-level quality using Excel-level automation.
Perfect for: Business directories, product catalogs, yearbooks, marketing materials, complex reports, publishing projects
"Finally, a tool that handles REAL document complexity."
From Spreadsheet to Inbox in Minutes
Complete data-driven automation: Upload CSV → Generate personalized documents → Email to recipients automatically. Your spreadsheet data powers everything from document creation to email personalization to delivery.
Enterprise-grade email delivery built directly into the add-in. Send personalized emails instantly through Microsoft Graph API— no external tools, no exports, no complexity. Authenticate once and send.
Each recipient gets their personalized document as customized email content with the option of attachments in PDF or Docx. Send 50, 500, or 5,000 personalized emails with precision.
Your CSV data personalizes every email: "Welcome <<FamilyName>> to <<ClassName>>!" or "<<PropertyAddress>> - $<<Price>>" Pull any data field into subject lines and body text. Every email is personalized from your spreadsheet, not just the attachment.
Include personalized document PLUS static files like handbooks, forms, or guides. Complete enrollment packets in one email.
Send test emails to yourself before full distribution. Verify formatting, attachments, and content—then deploy with confidence.
Set up reminder sequences for non-responders. Improve response rates with automated follow-up workflows powered by Microsoft Graph.
Perfect for: Enrollment packets, property flyers, change orders, policy renewals, offer letters, client reports
"What used to take 3 hours now takes 5 minutes."
Close the Loop — Without the Follow-Up
The average professional sends 4.2 follow-up messages for every document that requires a response. DataRequests eliminate the follow-up entirely. You send once, watch the status update in real time, and only reach out when the status tells you to.
Fill In — recipient provides new data from scratch.
Confirm — you pre-fill from your records; they verify and correct only what changed.
Sign — document is final; they review and formally acknowledge.
Watch every invitation move through Sent → Viewed → Draft Saved → Submitted in real time. You know exactly who has responded and who hasn't — without sending a single follow-up email.
Each invitation link is private, single-use, and contains no personal data in the URL. Recipients don't need an account. Nothing is shared publicly. Enterprise-grade security with zero friction for the recipient.
Submissions don't land in your email inbox as freeform text. They write structured data directly back into your DataPublisher record — no interpretation, no re-entry, no reconciliation. The response is exactly as clean as the form that collected it.
Sign-type invitations capture a legally binding signature and timestamp directly in the browser. The signature and completion record write back to the run — no DocuSign account required, no separate tool to manage.
You already have the data. Pre-fill from your existing record and ask the recipient to verify only what changed. They see their own information, approve what's right, correct what's wrong. A precise update — not a full re-collection. More efficient and more respectful.
Perfect for: Any workflow where documents require a response — enrollment, onboarding, verification, agreement, signature
"Stop chasing responses. Let the system tell you when they're done."
Close the Loop — ESIGN/UETA Compliant, No Third-Party Tools Required
Most tools bolt on e-signatures as an expensive add-on or redirect you to DocuSign. DataPublisher has it built in. Recipients sign directly inside the DataRequest response — no additional accounts, no extra cost, no broken workflow.
Meets the Electronic Signatures in Global and National Commerce Act (ESIGN) and the Uniform Electronic Transactions Act (UETA). Legally binding in all 50 US states.
Built directly into the DataRequest response flow. No redirects, no separate accounts, no per-envelope fees. Signatures are captured as part of the same browser session where recipients review their personalized document.
Every signature event is logged: timestamp, IP address, and identity confirmation. The signed record is stored alongside the original document and response data — everything in one place, nothing to chase down.
Send 1 signature request or 500 — the process is identical. Each recipient gets their own secure, personalized link. You see status across all requests at a glance, with automatic reminders for unsigned documents.
"We were paying DocuSign $40/month on top of everything else just to get signatures on our generated documents. DataPublisher does it in the same step. That subscription is gone."
— Property management firm, Pittsburgh PA
Complete End-to-End Solution with Tracking & Reminders
See the complete lifecycle working together seamlessly: sophisticated data-driven documents generated, distributed automatically, with tracking, reminders, and structured data collection closing the loop.
Upload CSV → Generate sophisticated documents with Dynamic Styles → Configure personalized emails → Send instantly via Microsoft Graph. One seamless process from data to delivery—all within Word.
Microsoft Graph provides real-time delivery confirmation and full tracking capabilities. Monitor sent status, track delivery, and identify issues instantly—all through your Microsoft 365 mailbox. Complete visibility into your distribution.
Set up automated reminder sequences: 3 days after sending, 7 days if no response, escalation to manager. Your data drives reminder logic—payment due dates, deadlines, custom triggers.
Track who responded, collect confirmations, gather feedback. Microsoft Graph integrates directly with your Outlook inbox— replies appear in your Sent Items folder with full conversation threading. Close the loop on every communication.
Different documents and emails based on your data: Priority customers get expedited service, overdue accounts get payment reminders, VIP clients get premium materials. Your CSV data controls everything.
Bounced emails? Invalid addresses? Microsoft Graph provides enterprise-level error handling with detailed status codes and automatic retry logic. Immediate feedback on delivery issues ensures maximum success rates.
50 enrollment packets with class schedules, payment info, volunteer assignments—all personalized from CSV data
Email to each family: "Welcome <<FamilyName>>! Your <<ChildName>> enrollment is confirmed"
See which families opened emails, who downloaded forms. Track payment confirmations automatically.
Day 5: Payment reminder if unpaid. Day 10: Volunteer role confirmation. Day 14: First day logistics.
Result: 5 minutes of work replaced 3-4 hours. Automated tracking shows 92% families paid within 5 days. 10.5 hours saved annually = more time with students.
10 property flyers with MLS data, photos, pricing—professional quality from spreadsheet export
Email to buyer lists: "New Listing: <<Address>> - $<<Price>> | <<Bedrooms>>BR/<<Bathrooms>>BA"
Monitor which buyers opened which properties. Identify hot leads by engagement patterns.
Day 2: Follow-up to engaged buyers. Day 7: Price update if still available. Open house invitations.
Result: 6 minutes for 10 properties vs 5-7 hours manually. Same-day marketing gives competitive edge. 26 hours saved monthly + 20% faster sales velocity.
A change order for every open scope change, with calculated cost, schedule impact, and contract references pulled from project data
Email to owners with CC to the project manager, personalized subject: "Change Order #<<ChangeOrderNumber>> - <<ProjectName>>"
See who opened it, who signed, and who hasn't responded. Approvals log to the project record automatically.
Day 3: Friendly reminder. Day 7: Urgent follow-up if unsigned. Day 10: Escalate to the project manager.
Result: Every scope change documented, priced, and signed before the work starts. Complete automation with tracking and follow-up. No more reconstructing what was agreed to at closeout. Undocumented change orders cost the typical project manager about $70K a year.
Perfect for: Any workflow requiring professional documents AND reliable delivery tracking— construction firms, real estate agencies, educational institutions, healthcare providers, insurance agencies
"This isn't just document automation—it's complete workflow transformation."
Info and questions go out. Answers come back. Loops get closed.
All plans include Templates, DataRequests, E-Signatures, and Distribution. No feature tiers. No separate pricing. Use what you need, when you need it.
Watch: Check Our Claims: The DataPublisher Test Script, Step by Step
For Advanced Users
While most users love DataPublisher for their own document workflows, some discover they can package their domain expertise into reusable templates. If you're interested in creating industry-specific solutions (like real estate listing systems, construction change-order packages, or educational enrollment workflows), our book series explores these advanced patterns.
Watch: Domain Apps Explained
You can also browse the live Domain App Marketplace to see currently available packs and claim a domain.
This is totally optional—DataPublisher works great for personal use. But if you're curious about the platform side, the books are there.
From real estate listings to product catalogs, DataPublisher transforms how professionals create documents across every industry.
Complete Workflow: 5 Minutes vs 3-4 Hours
Total: 5 minutes
📧 Email Features Included:
"I used to dread enrollment season—hours of emails. Now I upload the spreadsheet and 65 families
get personalized packets instantly. Life-changing for coordinators."
— Example Use Case: Homeschool Co-op
Complete Workflow: 6 Minutes for 10 Properties vs 5-7 Hours
Total: 6 minutes
📧 Email Distribution Included:
"I used to wait days for flyers. Now I export from MLS and buyers get beautiful flyers within
minutes. Game changer in fast markets."
— Example Use Case: Real Estate Agent
Complete Workflow: Bid to Close-Out, Documented at Every Step
One project record drives every document
📧 Professional Distribution:
"I used to write change orders at night and chase signatures for weeks. Now they go out the same day
the scope changes, and I can see who has signed."
— Example Use Case: Construction Project Manager
Create seasonal catalogs, promotional materials, and product documentation faster than ever. Update pricing across hundreds of products instantly.
"500-item catalog could take 15 minutes instead of 2 weeks."
— Projected Retail Benefits
Deliver client materials faster with automated document generation. Create proposals, case studies, and campaign materials that impress.
"Client deliverables now get produced 10x faster."
— Jennifer K., Agency Owner
Generate directories, yearbooks, and reference materials with perfect formatting. Handle complex layouts with thousands of entries effortlessly.
"1,200-page directory could be completed in 3 hours instead of 3 weeks."
— Projected Publishing Benefits
From CSV upload to documents in recipients' inboxes—the entire process takes minutes, not hours.
Import your CSV with 50, 500, or 5,000 records. Every column becomes dynamic content in your documents. Our hybrid storage system processes data files up to 50MB instantly.
⏱️ Time: 2 minutes
Create your Word document prototype with <<placeholders>> for dynamic content. Add flow logic for conditional sections, apply Dynamic Character Styles for formatting, and configure post-processing functions. This template becomes your reusable master.
⏱️ Time: 5-10 minutes (one-time setup, reuse forever)
Transform CSV data into personalized documents with Dynamic Character Styles, images, and perfect formatting. Every data field becomes professional content. One click generates all documents from your spreadsheet.
⏱️ Time: 1 minute
Use CSV fields to personalize every email: subject lines with <<Name>>, body text with <<Details>>, plus static files (handbooks, forms). Your spreadsheet data drives complete email personalization. Test mode lets you verify before sending.
⏱️ Time: 1-2 minutes
One-click send delivers emails instantly through Microsoft Graph API. No exports, no imports, no setup—emails go to all recipients immediately with personalized attachments. Pure enterprise email delivery.
⏱️ Time: 1 minute
vs 3-4 hours manually creating and emailing documents one by one
All recipients get personalized documents with perfect formatting, dynamic email content, and automated follow-ups—all from one workflow.
Most tools cover one piece of the lifecycle. DataPublisher covers all four: Generate, Distribute, Collect, and Sign — no patchwork of separate products required.
Generate · Distribute · Collect · Sign — no patchwork of separate products required
A short, lighthearted look at what happens when your data finally meets your documents. (The serious demos are just below.)
One workday at a homeschool co-op, a brokerage and a contractor that stopped retyping the same paperwork. Every document comes from one set of tables.
Invoices, rosters, permission slips and safety records (15 min)
Listings, buyers, showings and closings (8 min)
RFIs, submittals, change orders and billing (8 min)
Most users are productive within 30 minutes. We've designed multiple learning paths to match your style— whether you prefer hands-on quick starts, short videos, or comprehensive guides.
Load a sample document, generate 100 pages, see results immediately. No learning curve required— instant gratification!
✓ Perfect for absolute beginners
Start with Samples Tab
Sample data included: start with 10 ready-to-run property listings and photos, no setup required
Watch: The Samples Tab: Run a Complete Project in One Click
Start Here50+ pages per feature with screenshots, step-by-step workflows, and real-world examples. Learn every capability in depth.
✓ Complete feature coverage
Data Tab, Actions Tab, Samples Tab guides
Watch: The Actions Tab, Start to Finish
Also: Data Tab (11:13) and Domain Apps (6:24). More videos
Browse GuidesQuick reference cards for daily use. Print and keep handy for instant syntax lookup and common tasks.
✓ Perfect for daily reference
Print-friendly format
Watch: Data Tab Quick Reference
Download Cheat SheetsLoad a Sample
Instant results, zero learning
Upload Your Data
Follow Data Tab quick start
Create First Document
Actions Tab: Generate & merge
Send Email Campaign
Optional: Test email delivery
✅ You're Productive! 30 minutes from installation to real results.
Most users are generating production documents within their first session.
All plans include all four capabilities—Generate, Distribute, Collect, and Sign—every feature, every plan. Plans differ by support level and hands-on consulting included.
✅ Advanced Document Creation (Dynamic Styles, Classification Grouping, Post-Processing)
✅ Complete Workflow Automation (Microsoft Graph Email, Distribution, Follow-ups)
✅ Full Feature Access — no feature tiers, no add-ons
Plans differ by support level and the amount of personal consulting time included.
Use your banked hours for anything that saves you time:
Hours accrue monthly and roll over — your bank maxes out at 3 hours. Book time at your convenience.
All plans include: • Unlimited documents • Cloud storage • Regular updates • 30-day money-back guarantee • 14-day free trial
Experience the complete power of DataPublisher with our 14-day free trial. Full access to all features—no credit card required.
All three capabilities: Advanced Creation, Email Distribution, Complete Solution
Create as many documents as you need during your trial period
Get help from our team whenever you need it
Documentation and video tutorials to get you started quickly
No credit card required! 14 days of full access to explore all features.
Everything you need to know about DataPublisher's four-capability approach
No! Use what you need. Start with Generate if you only need document creation. Add Distribute when you're ready to automate email delivery. Collect and Sign are there when your workflow needs them. All four are included in every plan—use one or all four.
No! All plans include all four capabilities — Generate, Distribute, Collect, and Sign — at no extra cost. There are no add-ons or feature tiers—just usage limits that differ between plans.
Yes! Your 14-day free trial includes full access to Microsoft Graph email distribution. Send personalized emails directly from Word with enterprise-grade reliability—test the complete workflow with no limitations.
Perfect! DataPublisher's document generation capability is best-in-class with Dynamic Character Styles, Classification Grouping, and 30+ post-processing functions. Distribute, Collect, and Sign are there whenever you need them—no pressure to use them day one.
For document distribution workflows, yes! If your workflow is "create personalized documents → email to recipients," DataPublisher handles the complete process. For mass marketing emails without personalized documents, traditional email marketing tools are still better suited.
No! Most users are productive within 30 minutes. We provide:
Start with our Samples Tab—load a pre-built example and generate a 100-page document in under 5 minutes. No learning curve, immediate results. Then explore advanced features at your own pace.
Mail merge can't do what DataPublisher does. Dynamic Character Styles, Classification Grouping, and automated email distribution simply don't exist in mail merge. See our comparison table above for a detailed feature breakdown.
All plans include all four capabilities! Choose based on:
Have more questions?
Choose your installation method and start creating professional documents in minutes. Available for Windows, Mac, and Word Online.
🚀 One-Click Installation for Windows Users
Automatic setup • No manual configuration • Works with Office 365, 2019, 2016
📋 Quick Start (4 steps):
The "Show DataPublisher" button will appear in your ribbon and remain there permanently.
The same DataPublisher in its own window, without Word running. Built on Electron, the framework behind Visual Studio Code.
Version 0.1.1 · not code-signed yet, so Windows will warn about an unknown publisher · Install steps, checksums and details
Upload directly to Office 365 / Microsoft 365
Upload via Insert → Office Add-ins
Official AppSource distribution coming soon
Note: Once installed, you'll create your account directly within the add-in in Word. Includes 14-day free trial with full access to all features.
Includes: • 14-day free trial • Full documentation • Email support • Regular updates