# Merge Fields With Microsoft Templates (DOCX, PPTX, XLSX)

## Inserting Merge Fields in DOCX Templates

Merge fields pull live Salesforce data into a DOCX template.

They act as placeholders. At generation time, S-Docs replaces them with record values.

### What a DOCX merge field looks like

Use this pattern:

```plaintext
[{{!Object.Field}}]
```

Examples:

```plaintext
[{{!Opportunity.Name}}]
[{{!Opportunity.Account.Name}}]
[{{!Contact.Email}}]
```

DOCX templates require square brackets around the merge field.

DOCX also uses inline formatting syntax inside the field.

### How to add a merge field in a DOCX template

{% stepper %}
{% step %}

### Choose the record value

Identify the object and field you want to merge.

Example: `Opportunity.Name`
{% endstep %}

{% step %}

### Insert the merge field in Word

Place your cursor where the value should appear.

Then insert or type the DOCX merge field syntax:

```plaintext
[{{!Opportunity.Name}}]
```

{% endstep %}

{% step %}

### Add formatting if needed

Formatting stays inside the merge field.

Example:

```plaintext
[{{!Opportunity.Amount #,###.##}}]
```

{% endstep %}

{% step %}

### Upload and test

Upload the `.docx` file to the template.

Generate a document from a real record.

Confirm the value and formatting are correct.
{% endstep %}
{% endstepper %}

### Quick examples

#### Plain text field

```plaintext
[{{!Account.Name}}]
```

#### Parent relationship field

```plaintext
[{{!Opportunity.Account.Name}}]
```

#### Number formatting

```plaintext
[{{!Opportunity.Amount #,###.##}}]
```

#### Date formatting

```plaintext
[{{!Opportunity.CloseDate MM/dd/yyyy}}]
```

#### Merge field inside a conditional block

```plaintext
[<!--RENDER='{{!Opportunity.StageName}}' == 'Closed Won' -->]
  Closed amount: [{{!Opportunity.Amount #,###.##}}]
[<!--ENDRENDER-->]
```

### Quick reference: common DOCX merge field patterns

This is a practical reference for the patterns you will use most.

#### Standard field output

Use square brackets around the field.

```plaintext
[{{!Object.Field}}]
[{{!Opportunity.Account.Name}}]
```

#### Number formatting

Apply the format inside the field.

```plaintext
[{{!Opportunity.Amount #,###.##}}]
[{{!Opportunity.Amount $#,###.00}}]
```

#### Date formatting

Apply the date pattern inside the field.

```plaintext
[{{!Opportunity.CloseDate MM/dd/yyyy}}]
[{{!Opportunity.CreatedDate yyyy-MM-dd}}]
```

#### Replace characters or values

Use `replaceAll` inside the field.

```plaintext
[{{!Contact.LastName replaceAll=\"',\\\\'\"}}]
```

Use `#comma#` if a replacement value must contain a comma.

#### Named query output

Wrap the output field in square brackets.

```plaintext
[{{!TopItem.Name}}]
[{{!TopItem.TotalPrice #,###.##}}]
```

#### Conditional output

Wrap both `RENDER` tags in square brackets.

```plaintext
[<!--RENDER='{{!Contact.Phone}}' != 'NULL' -->]
  Phone: [{{!Contact.Phone}}]
[<!--ENDRENDER-->]
```

### Common issues

* Merge field prints as text because the square brackets are missing
* Field path is wrong or incomplete
* `replaceAll` syntax is malformed
* Query output field is not wrapped in square brackets
* Word proofreading markup breaks generation

{% hint style="warning" %}
If a DOCX file fails to generate, clear Word spelling and grammar marks before upload.
{% endhint %}

### Related articles

* [Microsoft Word (DOCX)](/sdocs/template-architecture/document-formats/docx-s-docs.md)
* [How to: Create a Table In Microsoft Templates (DOCX, PPTX, XLSX)](/sdocs/advanced-template-logic/related-lists/how-to-create-a-table-in-microsoft-templates-docx-pptx.md)
* [DOCX Generation Failure: SpellStart](/sdocs/template-architecture/document-formats/docx-s-docs/additional-resources/docx-generation-failure-spellstart.md)
* [Escape an Apostrophe Correctly in a Merge Field](/sdocs/template-architecture/inserting-merge-fields/additional-resources/escape-an-apostrophe-correctly-in-a-merge-field.md)


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