Guide · 7 min read

How to generate contracts from an Excel sheet

If you send the same contract to many people — clients, creators, employees, vendors — you have probably done it the slow way: open a Word file, save a copy, find-and-replace the name, the amount, the dates, repeat. For five contracts it is tedious. For fifty it is an afternoon gone, and one mis-paste can put the wrong fee in a signed document. Here is a faster, safer way: keep your Word template, store the details in an Excel sheet, and merge the two so every contract comes out personalized and ready to send.

What you'll need

  • A contract template in Microsoft Word (.docx) — your real document, clauses and all.
  • A spreadsheet (.xlsx or .csv) with one row per contract and a column for each detail that changes.
  • A way to combine them — we compare doing it by hand with a purpose-built generator, and where each fits.

Step 1 — Turn the changing parts into placeholders

Open your template and find every spot you would normally hand-edit: the counterparty's name, the fee, the dates, the deliverables. Replace each with a placeholder wrapped in double braces. Leave the rest of the document — your clauses, your formatting, your letterhead — exactly as it is. The placeholders are the only thing that changes per contract.

This Agreement is entered into between

{{client_name}} and {{counterparty_name}}.

Total fee: {{fee}} · Start date: {{start_date}}

Step 2 — Structure your Excel sheet

Create one column per placeholder, using the first row as headers, then add one row for each contract you want to generate. The header names do not have to match the placeholders exactly — you will map them in the next step — but keeping them close (a column called "Fee" for {{fee}}) makes the mapping automatic. Keep dates and money in a consistent format down each column so every contract reads the same way.

Step 3 — Combine the sheet with the template

You have two realistic options.

  1. Step 1

    Doing it by hand

    Open the template, save a copy, and type in each value from the spreadsheet — row by row. Fine for two or three contracts, but it gets slow fast and one wrong paste can put the wrong fee or name in a signed document.

  2. Step 2

    A bulk contract generator

    A tool like Easy Contracts is built for this: upload your .docx template and your Excel file, map each placeholder to a column (it auto-matches the obvious ones), preview a real contract from the first row, and download a ZIP with one personalized, correctly named .docx per row.

Why doing it by hand doesn't scale

Editing one document at a time is fine for a couple of contracts. In batches it falls apart because:

  • Every contract is retyped or copy-pasted — slow, and error-prone.
  • A single wrong paste can reach a signed document.
  • Naming and saving each file separately is manual work.
  • Next time, you start the whole process over.

If you only ever make a couple of documents, by hand is enough. If you generate contracts in batches and need clean, individually named files, a dedicated generator saves the cleanup.

Deciding which generator to use? See how Easy Contracts compares to Docupilot, Documint & Portant. And if you're running campaigns across many creators at once, here's how agencies generate influencer contracts in bulk.

Fields worth turning into columns

  • Names of the parties
  • Fee / compensation and payment terms
  • Dates (start, posting, delivery, expiry)
  • Deliverables or scope of work
  • The file name for each output

Generate your first batch

Upload your template, load your sheet, download the ZIP. Free to try, no credit card required.

Frequently asked questions

Can I use a CSV instead of Excel?

Yes. A .csv file with the same one-row-per-contract layout works exactly like an .xlsx. Use whichever format your data already lives in.

What happens to my document's formatting?

It is preserved. Only the placeholders are replaced — your clauses, styles, tables, and letterhead stay exactly as you set them.

How is each output file named?

You pick a column to use as the file name (for example the counterparty's name), and each generated .docx is named from that row, so you get clearly labeled files instead of document1, document2.