# Document Formats

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.

{% hint style="info" %}
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.
{% endhint %}

### Start with the path that fits your goal

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.

<table data-card-size="large" data-column-title-hidden data-view="cards"><thead><tr><th>Title</th><th>Description</th><th data-card-target data-type="content-ref">Target</th></tr></thead><tbody><tr><td><strong>PDF Templates</strong></td><td>Build dynamic PDFs with layout control, related lists, and page settings.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/a47decb68184c546839d6376c88448de982601d7">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/a47decb68184c546839d6376c88448de982601d7</a></td></tr><tr><td><strong>HTML Email Templates</strong></td><td>Build merged email content when the output should be sent as email, not downloaded as a file.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/97cbccbef62c854e112c4062b108f152afa6b9a5">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/97cbccbef62c854e112c4062b108f152afa6b9a5</a></td></tr><tr><td><strong>Upload Existing PDFs</strong></td><td>Map Salesforce data onto a finished PDF form or background document.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/87d38a18d156334bbff38ca21b092002abf3bb81">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/87d38a18d156334bbff38ca21b092002abf3bb81</a></td></tr><tr><td><strong>Microsoft Word (DOCX)</strong></td><td>Generate Word documents when the result should stay editable after generation.</td><td><a href="/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae">/spaces/WKNnJmhJBQwhdk5WBFsi/pages/81537e39364b28dc7e50d9bf021daf6fd58289ae</a></td></tr></tbody></table>

### Pick the right format

* Use [PDF Templates](/sdocs/template-architecture/document-formats/pdf-templates.md) for quotes, invoices, reports, and other print-style documents.
* Use [Upload Existing PDFs](/sdocs/template-architecture/document-formats/pdf-upload-format.md) for fixed forms that need drag-and-drop field placement.
* Use [HTML Email Templates](/sdocs/template-architecture/document-formats/html-email-format.md) when the output is email content, not a document file.
* Use [Microsoft Word (DOCX)](/sdocs/template-architecture/document-formats/docx-s-docs.md) for editable word-processing documents.
* Use [PowerPoint (PPTX)](/sdocs/template-architecture/document-formats/pptx-format.md) for presentation-style output.
* Use [Excel (XLSX)](/sdocs/template-architecture/document-formats/xlsx-format.md) for spreadsheet-first output.

### What you can do with document formats

* Generate dynamic PDFs from Salesforce data.
* Fill fixed PDF forms with exact field placement.
* Deliver editable Word, PowerPoint, and Excel files.
* Send HTML email content with merged record values.
* Choose format-specific guidance for syntax, layout, and troubleshooting.

### Browse by format

* [PDF Templates](/sdocs/template-architecture/document-formats/pdf-templates.md)
* [Upload Existing PDFs](/sdocs/template-architecture/document-formats/pdf-upload-format.md)
* [HTML Email Templates](/sdocs/template-architecture/document-formats/html-email-format.md)
* [Microsoft Word (DOCX)](/sdocs/template-architecture/document-formats/docx-s-docs.md)
* [PowerPoint (PPTX)](/sdocs/template-architecture/document-formats/pptx-format.md)
* [Excel (XLSX)](/sdocs/template-architecture/document-formats/xlsx-format.md)
* [Additional Formats](/sdocs/template-architecture/document-formats/other-formats.md)

### Related note

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

If you need that syntax pattern, start with [Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)](/sdocs/template-architecture/inserting-merge-fields/merge-fields-with-microsoft-templates-docx-pptx-xlsx.md).


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