Document Formats

Choose the right S-Docs output format, then jump to setup, examples, and format-specific guidance.

Use this page when you need to choose the right output format for an S-Docs template.

Each format is built for a different document job.

Use this section to choose the format that fits your layout, editing, and delivery needs.

Use PDF Templates when you build the layout in S-Docs.

Use Upload Existing PDFs when you already have a finished PDF form.

Use Microsoft formats when the final file needs to stay in Word, PowerPoint, or Excel.

If you need a print-ready document with flexible layout, start with PDF.

If you need exact placement on a fixed form, use PDF upload.

If users need an editable Office file, use a Microsoft format.

PDF Templates

Build dynamic PDFs with layout control, related lists, and page settings.

HTML Email Templates

Build merged email content when the output should be sent as email, not downloaded as a file.

Upload Existing PDFs

Map Salesforce data onto a finished PDF form or background document.

Microsoft Word (DOCX)

Generate Word documents when the result should stay editable after generation.

Use PDF Templates for quotes, invoices, reports, and other print-style documents.
Use Upload Existing PDFs for fixed forms that need drag-and-drop field placement.
Use HTML Email Templates when the output is email content, not a document file.
Use Microsoft Word (DOCX) for editable word-processing documents.
Use PowerPoint (PPTX) for presentation-style output.
Use Excel (XLSX) for spreadsheet-first output.

Microsoft templates use bracket-based S-Docs syntax inside Office files.

Last updated 8 days ago

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