> For the complete documentation index, see [llms.txt](https://help.sdocs.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.sdocs.com/quick-start/template-building.md).

# Template Building

- [How to Auto-Fill Customer Data into Templates](https://help.sdocs.com/quick-start/template-building/how-to-auto-fill-customer-data-into-templates.md): Learn what merge fields do, how S-Docs resolves them, and how to place one on a PDF-Upload template.
- [Customize Template Settings: Document Generation](https://help.sdocs.com/quick-start/template-building/customize-template-settings-document-generation.md): Configure page layout, file naming, and file save behavior for a quote template.
- [Customize Template Settings: Email](https://help.sdocs.com/quick-start/template-building/customize-template-settings-email.md): Configure default email subject, recipients, sender behavior, and sending guardrails for a quote template.
- [Create Your First Email Template](https://help.sdocs.com/quick-start/template-building/create-your-first-email-template.md): Create an HTML email template, add merge fields, and test default email behavior from an Opportunity record.
- [Create Your First Word Template](https://help.sdocs.com/quick-start/template-building/create-your-first-word-template.md): Create a Microsoft Word template, add S-Docs syntax, upload the file, and test DOCX generation.
- [Create Your First PowerPoint Template](https://help.sdocs.com/quick-start/template-building/build-and-upload-a-pptx-template.md): Create a Microsoft PowerPoint template, add S-Docs syntax, upload the file, and test PPTX generation.
- [How to Format Text, Dates, and Currency](https://help.sdocs.com/quick-start/template-building/how-to-format-text-dates-and-currency.md): Format dates, numbers, checkboxes, and uppercase billing output with merge field attributes.
- [How to Show or Hide Content Automatically](https://help.sdocs.com/quick-start/template-building/conditional-logic-tutorial.md): Show or hide template sections with field checks, blank-value rules, and multi-part conditions.
- [Advanced Data Pulling (For Admins)](https://help.sdocs.com/quick-start/template-building/creating-your-first-named-query-tutorial.md): Define a named query once, then reuse the returned values anywhere in your template.
- [Adding Tables (Like Products or Contacts) to Your Document](https://help.sdocs.com/quick-start/template-building/adding-tables-like-products-or-contacts-to-your-document.md): Build a simple related-record table pattern you can adapt to many S-Docs templates.
- [Setup Calculations](https://help.sdocs.com/quick-start/template-building/get-started-with-calculations.md): Learn the basic math tag patterns for numbers, dates, conditions, and null-safe output.
- [Building Reusable Template Sections](https://help.sdocs.com/quick-start/template-building/component-templates-tutorial.md)
- [Translate Document Content](https://help.sdocs.com/quick-start/template-building/document-content-translation-tutorial.md): Build a translated S-Docs template with data translation maps, Translation Workbench, and translated related list values.


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