# Trydoku Full Context & Machine-Readable Profile ## 1. Core Platform Functionality Trydoku parses Microsoft Word (.docx) files and replaces standard double curly brace placeholders with spreadsheet or JSON data. ### Loop Sections (Repeating Table Rows) To repeat rows in a table (e.g., invoice line items), place a block-opening tag `{> items }}` in the first cell of the row, and a block-closing tag `{< items }}` in the last cell. The engine will duplicate that row for every item in the list: ``` | Description | Qty | Price | | {> items }}{{description}} | {{quantity}} | {{price}}{< items }} | ``` ### Conditional Blocks To conditionally include text sections, wrap the text with `{% if variable_name %}` and `{% endif %}`. The section will only render if the variable is truthy (e.g. `true` or a non-empty string): ``` {% if has_probation %}The employee shall undergo a probationary period of three (3) months.{% endif %} ``` ## 2. Document Template Variables & Schemas The following lists our 32 pre-built templates, including their description, variables mapping, and pre-defined FAQs. ### Template: Basic Invoice (Category: Finance) - **Slug**: `basic-invoice-word-template` - **Download Page**: https://trydoku.com/templates/basic-invoice-word-template - **Description**: Free basic invoice Word template (.docx) for freelancers and small businesses. Includes placeholders for invoice number, line items, and payment terms. Perfect for billing 5–50 clients per month — or use TRYDOKU to generate all invoices from a single Excel spreadsheet. - **Variables**: - `{{Invoice_Number}}` - `{{Client_Name}}` - `{{Invoice_Date}}` - `{{Due_Date}}` - `{{Amount_Due}}` - `{{Company_Name}}` - `{{Item_Description}}` - `{{Quantity}}` - `{{Rate}}` - **Frequently Asked Questions (FAQ)**: - **Q**: How do I customize this basic invoice template? **A**: Download the free .docx file, then open it in Word or Google Docs. Add your company logo, edit the payment terms, and adjust the line-item table to match your pricing structure. - **Q**: Can I send bulk invoices from a single spreadsheet? **A**: Absolutely. List your clients, amounts, and due dates in Excel or CSV, upload both the template and data file to TRYDOKU, and all invoices are generated in one batch. - **Q**: Does this template support automatic total calculations? **A**: TRYDOKU merges values from your data source directly into the template. If your Excel file includes calculated totals, those values carry through into every generated document. --- ### Template: Employment Contract (Category: HR) - **Slug**: `hr-employment-contract-word-template` - **Download Page**: https://trydoku.com/templates/hr-employment-contract-word-template - **Description**: Free employment contract Word template (.docx) with clauses for job title, compensation, probation period, and reporting structure. Ideal for HR teams hiring 10+ employees per quarter — automate the entire batch from your HRIS export using TRYDOKU. - **Variables**: - `{{Employee_Name}}` - `{{Job_Title}}` - `{{Start_Date}}` - `{{Salary}}` - `{{Company_Name}}` - `{{Probation_Period}}` - `{{Manager_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What clauses does this employment contract cover? **A**: The template includes position and duties, commencement date, probationary period, compensation terms, and signature blocks for both employer and employee. - **Q**: Can I add custom clauses like non-compete or IP assignment? **A**: Yes. The .docx file is fully editable — add, remove, or reorder any clause in Microsoft Word, Google Docs, or Apple Pages before distributing. - **Q**: How do I generate contracts for an entire hiring cohort? **A**: Export your new-hire list from BambooHR, Workday, or any HRIS as a spreadsheet. Upload it alongside this template to TRYDOKU and every contract is populated and ready to sign. --- ### Template: Candidate Offer Letter (Category: HR) - **Slug**: `hr-offer-letter-word-template` - **Download Page**: https://trydoku.com/templates/hr-offer-letter-word-template - **Description**: Free candidate offer letter template for Word (.docx). Covers job title, salary, start date, and reply deadline. Use it to extend a single offer, or connect it to your ATS pipeline and let TRYDOKU generate personalized letters for every accepted candidate. - **Variables**: - `{{Candidate_Name}}` - `{{Job_Title}}` - `{{Salary}}` - `{{Start_Date}}` - `{{Manager_Name}}` - `{{Company_Name}}` - `{{Reply_Deadline}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What details should an offer letter include? **A**: At minimum: the candidate’s name, job title, reporting manager, start date, compensation, and a reply deadline. This template covers all of these out of the box. - **Q**: How do I send offer letters to an entire candidate batch? **A**: Export your finalist list from Greenhouse, Lever, or a Google Sheet. Upload it to TRYDOKU with this template and every letter is generated with the correct candidate details. - **Q**: Can I output the letters as PDF instead of Word? **A**: Yes. TRYDOKU can convert directly to PDF so each candidate receives a polished, ready-to-sign document via email. --- ### Template: Onboarding Packet (Category: HR) - **Slug**: `hr-onboarding-packet-word-template` - **Download Page**: https://trydoku.com/templates/hr-onboarding-packet-word-template - **Description**: Free employee onboarding packet template for Word (.docx). Covers welcome letter, department assignment, and manager details. Designed for companies with rolling start dates — generate a personalized packet for every new hire by importing your HRIS data into TRYDOKU. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What sections does this onboarding packet include? **A**: A welcome letter, department assignment, direct manager contact, and an effective date header. You can expand it with IT setup checklists or benefits enrollment forms. - **Q**: Can I generate packets for an entire class of new hires? **A**: Yes. Export your new-hire roster from your HRIS or Google Sheet, map it to this template in TRYDOKU, and every employee receives a personalized packet on day one. - **Q**: Does the template work with Google Docs? **A**: Yes. The .docx file opens natively in Google Docs, Apple Pages, and LibreOffice, so you can edit it without a Microsoft Office license. --- ### Template: Performance Review (Category: HR) - **Slug**: `hr-performance-review-word-template` - **Download Page**: https://trydoku.com/templates/hr-performance-review-word-template - **Description**: Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` --- ### Template: Promotion Letter (Category: HR) - **Slug**: `hr-promotion-letter-word-template` - **Download Page**: https://trydoku.com/templates/hr-promotion-letter-word-template - **Description**: Free promotion letter template for Word (.docx). Announce title changes, department transfers, and effective dates with a polished, branded letter. Ideal for annual review cycles where multiple promotions happen at once — batch-generate them all with TRYDOKU. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: When should I use a formal promotion letter? **A**: Best practice is to provide a written letter alongside any verbal announcement. It serves as an official HR record and gives the employee documentation of their new title and effective date. - **Q**: How do I handle a batch of promotions after annual reviews? **A**: Prepare a spreadsheet with each employee’s name, new department, and effective date. Upload it to TRYDOKU with this template and every letter is generated in seconds. - **Q**: Can I include new salary details in the letter? **A**: Yes. Edit the .docx file to add a compensation section, or add a Salary column to your data file and insert it as a placeholder variable. --- ### Template: Termination Notice (Category: HR) - **Slug**: `hr-termination-notice-word-template` - **Download Page**: https://trydoku.com/templates/hr-termination-notice-word-template - **Description**: Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` --- ### Template: Employee Handbook (Category: HR) - **Slug**: `hr-employee-handbook-word-template` - **Download Page**: https://trydoku.com/templates/hr-employee-handbook-word-template - **Description**: Free employee handbook acknowledgement template for Word (.docx). Covers policy acceptance, department assignment, and manager sign-off. Used by HR teams to ensure every new hire formally confirms they have read and understood company policies. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: Why do companies need a handbook acknowledgement form? **A**: It creates a legal record that each employee has received and reviewed workplace policies, reducing liability in disputes over conduct or benefits. - **Q**: Can I customize the policies listed in the template? **A**: Yes. Open the .docx file and edit the policy sections to reflect your company’s specific PTO, code of conduct, and remote-work rules. - **Q**: How do I distribute acknowledgement forms to 50+ employees? **A**: Export your employee roster, upload it to TRYDOKU with this template, and each person gets a pre-filled form with their name, department, and manager ready for signature. --- ### Template: Training Certificate (Category: HR) - **Slug**: `hr-training-certificate-word-template` - **Download Page**: https://trydoku.com/templates/hr-training-certificate-word-template - **Description**: Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` --- ### Template: Benefits Summary (Category: HR) - **Slug**: `hr-benefits-summary-word-template` - **Download Page**: https://trydoku.com/templates/hr-benefits-summary-word-template - **Description**: Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` --- ### Template: Leave Notice (Category: HR) - **Slug**: `hr-leave-notice-word-template` - **Download Page**: https://trydoku.com/templates/hr-leave-notice-word-template - **Description**: Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - **Variables**: - `{{Employee_Name}}` - `{{Department}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Manager_Name}}` --- ### Template: Sales Proposal (Category: Sales) - **Slug**: `sales-proposal-word-template` - **Download Page**: https://trydoku.com/templates/sales-proposal-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Client Pitch Deck (Category: Sales) - **Slug**: `sales-pitch-deck-word-template` - **Download Page**: https://trydoku.com/templates/sales-pitch-deck-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Price Quote (Category: Sales) - **Slug**: `sales-quote-word-template` - **Download Page**: https://trydoku.com/templates/sales-quote-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Service Level Agreement (Category: Sales) - **Slug**: `sales-sla-word-template` - **Download Page**: https://trydoku.com/templates/sales-sla-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Marketing ROI Report (Category: Sales) - **Slug**: `sales-roi-report-word-template` - **Download Page**: https://trydoku.com/templates/sales-roi-report-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Customer Onboarding Plan (Category: Sales) - **Slug**: `sales-onboarding-plan-word-template` - **Download Page**: https://trydoku.com/templates/sales-onboarding-plan-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Client Intake Questionnaire (Category: Sales) - **Slug**: `sales-intake-questionnaire-word-template` - **Download Page**: https://trydoku.com/templates/sales-intake-questionnaire-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Case Study (Category: Sales) - **Slug**: `sales-case-study-word-template` - **Download Page**: https://trydoku.com/templates/sales-case-study-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Sponsorship Prospectus (Category: Sales) - **Slug**: `sales-sponsorship-prospectus-word-template` - **Download Page**: https://trydoku.com/templates/sales-sponsorship-prospectus-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Lead Generation Whitepaper (Category: Sales) - **Slug**: `sales-whitepaper-word-template` - **Download Page**: https://trydoku.com/templates/sales-whitepaper-word-template - **Description**: Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - **Variables**: - `{{Client_Name}}` - `{{Project_Name}}` - `{{Pricing}}` - `{{Effective_Date}}` - `{{Representative_Name}}` - `{{Company_Name}}` --- ### Template: Non-Disclosure Agreement (Category: Legal) - **Slug**: `legal-nda-word-template` - **Download Page**: https://trydoku.com/templates/legal-nda-word-template - **Description**: Free mutual NDA template for Word (.docx). Protects confidential information between two parties with clauses for obligations, governing law, and effective date. Common in M&A due diligence, vendor onboarding, and contractor agreements — use TRYDOKU to send personalized NDAs to dozens of counterparties at once. - **Variables**: - `{{Company_Name}}` - `{{Recipient_Name}}` - `{{Effective_Date}}` - `{{Disclosing_Party}}` - `{{Receiving_Party}}` - `{{State_Law}}` - **Frequently Asked Questions (FAQ)**: - **Q**: Is this NDA enforceable without a lawyer? **A**: Once signed by both parties the agreement is legally binding. However, enforcement depends on jurisdiction, so we recommend legal review for high-stakes situations. - **Q**: How do I send NDAs to 20 different contractors? **A**: List each contractor’s name, company, and governing state in a spreadsheet. Upload the spreadsheet alongside this template in TRYDOKU and every NDA is populated and ready to send. - **Q**: What is the difference between mutual and one-way NDAs? **A**: A mutual NDA protects both parties’ confidential information. A one-way NDA only protects the disclosing party. This template is mutual — edit the preamble if you need a one-way version. --- ### Template: Master Services Agreement (Category: Legal) - **Slug**: `legal-msa-word-template` - **Download Page**: https://trydoku.com/templates/legal-msa-word-template - **Description**: Free Master Services Agreement (MSA) template for Word (.docx). Establishes payment terms, termination clauses, and governing law between a provider and client. Agencies and consultancies use this to onboard new clients quickly — pair it with TRYDOKU to generate client-specific MSAs from a CRM export. - **Variables**: - `{{Company_Name}}` - `{{Client_Name}}` - `{{Effective_Date}}` - `{{State_Law}}` - `{{Payment_Terms}}` - `{{Termination_Notice}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What is a Master Services Agreement used for? **A**: An MSA sets the baseline legal terms (payment, liability, termination) for an ongoing service relationship so you don’t need to renegotiate on every project. - **Q**: How is an MSA different from an SOW? **A**: The MSA covers general terms; a Statement of Work (SOW) references the MSA and adds project-specific scope, timeline, and deliverables. - **Q**: Can I generate MSAs for all clients in my CRM? **A**: Yes. Export client names and terms from HubSpot, Salesforce, or a Google Sheet, then upload to TRYDOKU alongside this template to create every MSA in one batch. --- ### Template: Subcontractor Agreement (Category: Legal) - **Slug**: `legal-subcontractor-word-template` - **Download Page**: https://trydoku.com/templates/legal-subcontractor-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Terms of Service (Category: Legal) - **Slug**: `legal-tos-word-template` - **Download Page**: https://trydoku.com/templates/legal-tos-word-template - **Description**: Free Terms of Service template for Word (.docx). Covers user obligations, liability limitations, and governing jurisdiction. Suitable for SaaS platforms, e-commerce sites, and professional services portals — customize the clauses or let TRYDOKU populate client-specific terms across jurisdictions. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` - **Frequently Asked Questions (FAQ)**: - **Q**: When should a business use a Terms of Service agreement? **A**: Any time you provide a product, website, or service to users. A ToS sets expectations for acceptable use, liability limits, and dispute resolution. - **Q**: Can I tailor the jurisdiction for clients in different countries? **A**: Yes. Use the Jurisdiction placeholder so each generated document references the correct governing law — useful for businesses operating across multiple regions. - **Q**: Does this template replace legal counsel? **A**: No. This is a starting point. We recommend having a qualified attorney review your final Terms of Service before publishing. --- ### Template: Data Processing Agreement (Category: Legal) - **Slug**: `legal-dpa-word-template` - **Download Page**: https://trydoku.com/templates/legal-dpa-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: IP Assignment Form (Category: Legal) - **Slug**: `legal-ip-word-template` - **Download Page**: https://trydoku.com/templates/legal-ip-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Compliance Audit Report (Category: Legal) - **Slug**: `legal-compliance-audit-word-template` - **Download Page**: https://trydoku.com/templates/legal-compliance-audit-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Board Meeting Minutes (Category: Legal) - **Slug**: `legal-board-minutes-word-template` - **Download Page**: https://trydoku.com/templates/legal-board-minutes-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Cease and Desist Letter (Category: Legal) - **Slug**: `legal-cease-and-desist-word-template` - **Download Page**: https://trydoku.com/templates/legal-cease-and-desist-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Power of Attorney (Category: Legal) - **Slug**: `legal-poa-word-template` - **Download Page**: https://trydoku.com/templates/legal-poa-word-template - **Description**: Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - **Variables**: - `{{Client_Name}}` - `{{Effective_Date}}` - `{{Company_Name}}` - `{{Jurisdiction}}` - `{{Agreement_Title}}` --- ### Template: Client Invoice (Category: Finance) - **Slug**: `finance-invoice-word-template` - **Download Page**: https://trydoku.com/templates/finance-invoice-word-template - **Description**: Free client invoice template for Word (.docx) with line-item table, tax fields, and payment terms. Designed for agencies and service businesses that bill multiple clients monthly — connect your accounting export to TRYDOKU and produce every invoice in a single run. - **Variables**: - `{{Invoice_Number}}` - `{{Client_Name}}` - `{{Invoice_Date}}` - `{{Due_Date}}` - `{{Amount_Due}}` - `{{Company_Name}}` - `{{Item_Description}}` - `{{Quantity}}` - `{{Rate}}` - **Frequently Asked Questions (FAQ)**: - **Q**: How is this different from the Basic Invoice template? **A**: The Client Invoice includes a more detailed line-item table with quantity, rate, and per-line totals — better suited for agencies billing multiple services per engagement. - **Q**: Can I connect this to my accounting software? **A**: Export your billing data from QuickBooks, Xero, or FreshBooks as a CSV. Upload it alongside this template to TRYDOKU and every invoice is formatted and ready to send. - **Q**: What file formats can TRYDOKU output? **A**: TRYDOKU generates Word (.docx) documents by default and can also convert directly to PDF for immediate distribution. --- ### Template: Purchase Order (Category: Finance) - **Slug**: `finance-po-word-template` - **Download Page**: https://trydoku.com/templates/finance-po-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Expense Report (Category: Finance) - **Slug**: `finance-expense-report-word-template` - **Download Page**: https://trydoku.com/templates/finance-expense-report-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Financial Forecast (Category: Finance) - **Slug**: `finance-forecast-word-template` - **Download Page**: https://trydoku.com/templates/finance-forecast-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Profit and Loss Statement (Category: Finance) - **Slug**: `finance-pl-word-template` - **Download Page**: https://trydoku.com/templates/finance-pl-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Budget Variance Report (Category: Finance) - **Slug**: `finance-budget-variance-word-template` - **Download Page**: https://trydoku.com/templates/finance-budget-variance-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Payroll Summary (Category: Finance) - **Slug**: `finance-payroll-word-template` - **Download Page**: https://trydoku.com/templates/finance-payroll-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: CapEx Request (Category: Finance) - **Slug**: `finance-capex-word-template` - **Download Page**: https://trydoku.com/templates/finance-capex-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Dividend Statement (Category: Finance) - **Slug**: `finance-dividend-word-template` - **Download Page**: https://trydoku.com/templates/finance-dividend-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: 1099 Tax Document (Category: Finance) - **Slug**: `finance-1099-word-template` - **Download Page**: https://trydoku.com/templates/finance-1099-word-template - **Description**: Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - **Variables**: - `{{Amount}}` - `{{Transaction_Date}}` - `{{Department}}` - `{{Approved_By}}` - `{{Company_Name}}` --- ### Template: Standard Operating Procedure (Category: Operations) - **Slug**: `operations-sop-word-template` - **Download Page**: https://trydoku.com/templates/operations-sop-word-template - **Description**: Free Standard Operating Procedure (SOP) template for Word (.docx). Document step-by-step workflows, safety checklists, and compliance statuses for any facility or process. Operations teams managing multiple sites use TRYDOKU to generate location-specific SOPs from a master spreadsheet. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What makes a good SOP document? **A**: Clarity and specificity. Each step should be actionable, include the responsible role, and reference any safety or compliance standards that apply. - **Q**: How do I roll out SOPs across multiple locations? **A**: Maintain a spreadsheet with each location’s name, inspector, and compliance status. Upload it to TRYDOKU alongside this template to produce site-specific SOPs for every facility. - **Q**: Can I version-control my SOPs with this template? **A**: Yes. Add a version or revision number as a placeholder variable, increment it in your spreadsheet each cycle, and TRYDOKU will stamp the correct version on every generated document. --- ### Template: Project Status Report (Category: Operations) - **Slug**: `operations-status-report-word-template` - **Download Page**: https://trydoku.com/templates/operations-status-report-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Commercial Lease Agreement (Category: Operations) - **Slug**: `operations-lease-word-template` - **Download Page**: https://trydoku.com/templates/operations-lease-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Property Inspection Report (Category: Operations) - **Slug**: `operations-inspection-word-template` - **Download Page**: https://trydoku.com/templates/operations-inspection-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Inventory Reorder Request (Category: Operations) - **Slug**: `operations-inventory-word-template` - **Download Page**: https://trydoku.com/templates/operations-inventory-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Business Continuity Plan (Category: Operations) - **Slug**: `operations-bcp-word-template` - **Download Page**: https://trydoku.com/templates/operations-bcp-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Bill of Lading (Category: Operations) - **Slug**: `operations-bol-word-template` - **Download Page**: https://trydoku.com/templates/operations-bol-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Shift Handover Report (Category: Operations) - **Slug**: `operations-handover-word-template` - **Download Page**: https://trydoku.com/templates/operations-handover-word-template - **Description**: Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - **Variables**: - `{{Location}}` - `{{Inspection_Date}}` - `{{Inspector_Name}}` - `{{Status}}` - `{{Company_Name}}` --- ### Template: Software Release Notes (Category: IT) - **Slug**: `it-release-notes-word-template` - **Download Page**: https://trydoku.com/templates/it-release-notes-word-template - **Description**: Free software release notes template for Word (.docx). Document new features, bug fixes, and breaking changes for each version. Engineering teams shipping weekly or biweekly use TRYDOKU’s API to auto-generate formatted release notes from Jira or GitHub changelogs. - **Variables**: - `{{System_Name}}` - `{{Version}}` - `{{Release_Date}}` - `{{Developer_Name}}` - `{{Company_Name}}` - **Frequently Asked Questions (FAQ)**: - **Q**: What should release notes include? **A**: At minimum: version number, release date, a summary of new features, bug fixes, known issues, and any breaking changes or migration steps. - **Q**: Can I auto-generate release notes from Jira or GitHub? **A**: Yes. Export your sprint tickets or merged PRs as a CSV, then use TRYDOKU’s API or web upload to populate this template with each release’s details. - **Q**: How do I distribute release notes to stakeholders? **A**: Generate a PDF or Word file per release through TRYDOKU, then attach it to your deployment email or publish it to your internal wiki. --- ### Template: Security Incident Report (Category: IT) - **Slug**: `it-incident-report-word-template` - **Download Page**: https://trydoku.com/templates/it-incident-report-word-template - **Description**: Technical documentation template optimized for release summaries, security compliance, and architecture logs. - **Variables**: - `{{System_Name}}` - `{{Version}}` - `{{Release_Date}}` - `{{Developer_Name}}` - `{{Company_Name}}` --- ## 3. Core REST API Reference Generate documents programmatically by sending JSON data directly to our endpoint. ### Machine-Readable OpenAPI 3.1 Specification - **OpenAPI JSON Endpoint**: `https://trydoku.com/docs/api/api.json` (machine-parseable schema) - **Interactive API Documentation UI**: `https://trydoku.com/docs/api/reference` - **Base URL**: `https://trydoku.com/api/v1` - **Authentication**: Sanctum web session OR `Authorization: Bearer ` header for verified users (`auth:sanctum`, `verified`). - **Standard Response Codes**: `201` (Created - Processing started), `401` (Unauthenticated), `403` (Forbidden - Unverified Email), `402` (Insufficient Credits), `413` (Payload Too Large), `415` (Unsupported Media Type), `422` (Validation Error), `500` (Server Error). ### POST /generate/{template_uuid} **Headers**: - `Content-Type: application/json` - Requires session-based web authentication or Bearer token (depending on configuration). **Parameters (JSON Body)**: - `gridData` (array, required): Array of rows, where each row is an array of cell values matching the variables index order, OR structured objects containing arrays for loops. - `variables` (array, required): Array of variable names in the order they map to columns in `gridData`. - `variableMapping` (object, optional): Maps variable names to multiple aliases. **Example Request**: ```json { "variables": ["Client_Name", "Invoice_Date", "Amount_Due"], "gridData": [ ["Acme Corp", "2026-07-15", "$1,200"], ["Globex LLC", "2026-07-16", "$450"] ] } ``` **Example Response (Success)**: ```json { "success": true, "message": "Processing started", "batch_id": "b83c18b2-5f66-4f45-9856-c22e0325a720", "total_items": 2, "credits_remaining": 450.0 } ``` ## 4. Platform FAQs ### Can I generate PDF documents from my Word template? Yes. When generating templates with TRYDOKU, you can choose to output the finalized documents in either Microsoft Word (.docx) or Adobe PDF (.pdf) format, preserving all original fonts and styles. ### What happens if a placeholder is missing from my Excel sheet? If your spreadsheet does not have a column for a specific placeholder, TRYDOKU will replace it with empty text by default, preventing raw curly braces from showing in the finished document. ### Do placeholders support images? Yes, advanced document engines support image placeholders using specific syntax, letting you dynamically insert logos, profile photos, or signatures into predefined boxes. ### Is my data secure? Absolutely. We operate on a strict Zero Data Retention policy. Your data is used exclusively to generate the document and is immediately deleted from our servers. ## 5. How-To Articles & Technical Guides ### Article: How to Automate Document Generation from Excel (3 Methods) URL: https://trydoku.com/blog/automate-document-generation-excel-copy-copy-copy If you are manually copying data from Excel into Word documents, you are wasting roughly 30% of your work week. Whether you are generating invoices, certificates, or HR contracts, the data already exists in your spreadsheet. Moving it to a document shouldn't require manual entry (and the typos that come with it). In this guide, we will cover the three distinct ways to automate this workflow, ranging from the "Old School" free methods to the modern "No-Code" approach. Method 1: Microsoft Mail Merge (Free, but clunky) Method 2: VBA Macros (Powerful, but requires coding) Method 3: TryDOKU (The modern, no-code solution) Method 1: The "Old School" Way (Microsoft Mail Merge) If you have zero budget and don’t mind fighting with formatting, Microsoft’s native "Mail Merge" feature is the standard starting point. It connects a Word template to an Excel database. Best for: Simple letters, labels, and text-heavy documents. The Downside: It creates one giant Word file, breaks complex formatting, and cannot handle logic (e.g., "If client is VIP, show this paragraph"). The 4-Step Process: Prepare your Excel Data: Ensure your first row has clear headers (e.g., First Name, Invoice Amount, Due Date). Close the Excel file (Mail Merge won't work if the file is open). Connect Word: Open Word. Go to Mailings > Select Recipients > Use an Existing List. Select your Excel file. Insert Fields: Click Insert Merge Field in the toolbar. Place your variables (like ) where you want the dynamic text to appear. Finish & Merge: Click Finish & Merge > Edit Individual Documents. Verdict: Great for printing 100 letters. Terrible for generating 100 separate, professional PDF invoices to email individually. Method 2: The "Hard" Way (VBA Macros) If you are comfortable writing code, you can use Visual Basic for Applications (VBA) to force Excel to talk to Word. Best for: Technical users who want to save files as PDFs automatically. The Downside: You must maintain the code. If Microsoft updates, your script might break. The Basic Logic (Code Snippet): You will need to open the Excel Developer tab and paste a script that loops through your rows. Sub GenerateDocs() Dim WordApp As Object Set WordApp = CreateObject("Word.Application") ' Loop through rows For i = 2 To 100 ' Open Template ' Replace Placeholders ' Save as PDF Next i End Sub Verdict: Powerful, but high maintenance. If you leave the company, no one else will know how to fix it. Method 3: The "Modern" Way (TryDOKU) The problem with Mail Merge and VBA is that they are offline and rigid. TryDOKU was built to solve the "Excel-to-PDF" problem without code. It allows you to upload your Excel file, map columns to a beautiful template, and generate hundreds of documents in the browser. Best for: Professional invoices, contracts, certificates, and anyone who needs quality design. How to do it in 3 minutes: Step 1: Choose a Template (or Upload Your Own) Don't start from scratch. Select one of our pre-made templates (Invoices, Offers, Agreements) or paste your own text. Step 2: Upload Your Excel Data Export your Excel sheet as a CSV and drag it into TryDOKU. Our system automatically detects your headers. Excel Column: Client Name → TryDOKU Variable: {client_name} Excel Column: Price → TryDOKU Variable: {price} Step 3: Bulk Generate & Edit Online This is the feature Mail Merge lacks. Before you finalize, you can "Edit in Browser." Did one client have a special request? You can tweak just that single document inside TryDOKU before hitting the "Generate" button. Stop formatting manually. Try the Bulk Generator for Free (No credit card required) Comparison: Which Method is Right for You? Feature Mail Merge VBA Macros TryDOKU Cost Free (included in Office) Free Freemium Skill Level Beginner Expert (Code) No-Code Output Format Word Doc PDF / Word PDF / URL Design Quality Low (Breaks easily) High Perfect Cloud Access No (Local only) No Yes Summary If you just need to print mailing labels, stick with Mail Merge. If you are a developer building a custom internal tool, use Python or VBA. But if you are a business owner, freelancer, or operations manager who needs to send professional PDFs without the headache, TryDOKU is the purpose-built solution. Ready to automate your paperwork? --- ### Article: How to Automate Document Generation from Excel (3 Methods) URL: https://trydoku.com/blog/automate-document-generation-excel-copy-copy If you are manually copying data from Excel into Word documents, you are wasting roughly 30% of your work week. Whether you are generating invoices, certificates, or HR contracts, the data already exists in your spreadsheet. Moving it to a document shouldn't require manual entry (and the typos that come with it). In this guide, we will cover the three distinct ways to automate this workflow, ranging from the "Old School" free methods to the modern "No-Code" approach. Method 1: Microsoft Mail Merge (Free, but clunky) Method 2: VBA Macros (Powerful, but requires coding) Method 3: TryDOKU (The modern, no-code solution) Method 1: The "Old School" Way (Microsoft Mail Merge) If you have zero budget and don’t mind fighting with formatting, Microsoft’s native "Mail Merge" feature is the standard starting point. It connects a Word template to an Excel database. Best for: Simple letters, labels, and text-heavy documents. The Downside: It creates one giant Word file, breaks complex formatting, and cannot handle logic (e.g., "If client is VIP, show this paragraph"). The 4-Step Process: Prepare your Excel Data: Ensure your first row has clear headers (e.g., First Name, Invoice Amount, Due Date). Close the Excel file (Mail Merge won't work if the file is open). Connect Word: Open Word. Go to Mailings > Select Recipients > Use an Existing List. Select your Excel file. Insert Fields: Click Insert Merge Field in the toolbar. Place your variables (like ) where you want the dynamic text to appear. Finish & Merge: Click Finish & Merge > Edit Individual Documents. Verdict: Great for printing 100 letters. Terrible for generating 100 separate, professional PDF invoices to email individually. Method 2: The "Hard" Way (VBA Macros) If you are comfortable writing code, you can use Visual Basic for Applications (VBA) to force Excel to talk to Word. Best for: Technical users who want to save files as PDFs automatically. The Downside: You must maintain the code. If Microsoft updates, your script might break. The Basic Logic (Code Snippet): You will need to open the Excel Developer tab and paste a script that loops through your rows. Sub GenerateDocs() Dim WordApp As Object Set WordApp = CreateObject("Word.Application") ' Loop through rows For i = 2 To 100 ' Open Template ' Replace Placeholders ' Save as PDF Next i End Sub Verdict: Powerful, but high maintenance. If you leave the company, no one else will know how to fix it. Method 3: The "Modern" Way (TryDOKU) The problem with Mail Merge and VBA is that they are offline and rigid. TryDOKU was built to solve the "Excel-to-PDF" problem without code. It allows you to upload your Excel file, map columns to a beautiful template, and generate hundreds of documents in the browser. Best for: Professional invoices, contracts, certificates, and anyone who needs quality design. How to do it in 3 minutes: Step 1: Choose a Template (or Upload Your Own) Don't start from scratch. Select one of our pre-made templates (Invoices, Offers, Agreements) or paste your own text. Step 2: Upload Your Excel Data Export your Excel sheet as a CSV and drag it into TryDOKU. Our system automatically detects your headers. Excel Column: Client Name → TryDOKU Variable: {client_name} Excel Column: Price → TryDOKU Variable: {price} Step 3: Bulk Generate & Edit Online This is the feature Mail Merge lacks. Before you finalize, you can "Edit in Browser." Did one client have a special request? You can tweak just that single document inside TryDOKU before hitting the "Generate" button. Stop formatting manually. Try the Bulk Generator for Free (No credit card required) Comparison: Which Method is Right for You? Feature Mail Merge VBA Macros TryDOKU Cost Free (included in Office) Free Freemium Skill Level Beginner Expert (Code) No-Code Output Format Word Doc PDF / Word PDF / URL Design Quality Low (Breaks easily) High Perfect Cloud Access No (Local only) No Yes Summary If you just need to print mailing labels, stick with Mail Merge. If you are a developer building a custom internal tool, use Python or VBA. But if you are a business owner, freelancer, or operations manager who needs to send professional PDFs without the headache, TryDOKU is the purpose-built solution. Ready to automate your paperwork? --- ### Article: Automating Bills of Lading and Customs Invoices from Excel Data (Step-by-Step Guide) URL: https://trydoku.com/blog/automating-bills-of-lading-and-customs-invoices-excel In global trade, freight forwarding, and warehouse operations, paperwork delays are shipment delays. Every international consignment requires a strict set of documentation: Bills of Lading (BoL), Commercial Customs Invoices, packing lists, and certificates of origin. When logistics teams manually copy and paste multi-line product details, container numbers, and Harmonized System (HS) codes from spreadsheets into Word forms, clerical errors lead to customs holds, compliance fines, and wasted hours. In this step-by-step tutorial, we will show you how to automate Bills of Lading and commercial customs invoices directly from Excel data. Using standardized Microsoft Word templates (.docx), dynamic table loops ({> line_items }}), and TRYDOKU's high-speed document engine, you can convert complex shipping manifests into hundreds of print-ready documents in seconds. The Freight Documentation Bottleneck Whether you manage air cargo, ocean freight, or cross-border trucking, shipping documentation is notoriously repetitive and detail-sensitive: Multi-Item Consignments: A single shipment often includes dozens of distinct SKUs, each requiring its own description, quantity, unit price, net weight, and 6-to-10-digit HS tariff code. Clerical Risk: A single transposed digit in a container seal number or Harmonized Tariff Schedule (HTS) code can trigger customs inspections, demurrage penalties, or border rejections. Time Drain: Manually drafting a 15-line commercial invoice and corresponding Bill of Lading in Word takes 10 to 15 minutes per order. For a busy logistics desk processing 50 shipments a day, document assembly consumes entire workdays. By automating the process directly from your central warehouse management spreadsheet or ERP export, you eliminate manual re-keying and ensure 100% data consistency between your commercial invoice, Bill of Lading, and shipping manifest. Anatomy of a Freight Document: Headers vs. Repeating Line Items Logistics documents consist of two primary data tiers: Consignment Header Data (Scalar Fields): Single values that apply to the entire shipment (e.g. {{bol_number}}, {{shipper_name}}, {{consignee_address}}, {{port_of_loading}}, {{vessel_name}}, {{incoterms}}). Consignment Cargo Data (Repeating Tables / Dynamic Loops): A variable-length list of packages or line items (e.g. package marks, container numbers, description of goods, quantity, HS code, gross weight, and declared customs value). Traditional mail merge tools struggle with dynamic multi-line tables. TRYDOKU handles this natively using Dynamic Loops, allowing you to define a single table row in Word that automatically duplicates itself for every SKU in your consignment. Step-by-Step: Automating Bills of Lading and Customs Invoices Step 1: Design Your Word (.docx) Template Open Microsoft Word and create your company's Bill of Lading or Commercial Customs Invoice layout with your official branding, border lines, and signature boxes. Where dynamic header data belongs, insert standard double curly brace placeholders: BILL OF LADING / COMMERCIAL INVOICE BoL Number: {{bol_number}} Date of Export: {{export_date}} Shipper: {{shipper_company}}, {{shipper_city}}, {{shipper_country}} Consignee: {{consignee_company}}, {{consignee_address}} Port of Loading: {{port_loading}} | Port of Discharge: {{port_discharge}} Incoterms: {{incoterms_rule}} ({{incoterms_location}}) Next, build the goods declaration table. In the first cell of the body row, add the loop start tag {> line_items }}. In the last cell of that same row, add the closing tag {< line_items }}: Marks & Container Description of Goods HS Code Qty Gross Wt (kg) Declared Value {> line_items }}{{container_no}} {{item_description}} {{hs_code}} {{quantity}} {{unit_type}} {{gross_weight}} {{currency}} {{declared_value}}{< line_items }} Save the file as a standard Microsoft Word document (.docx). Step 2: Validate Placeholders with the Free Variable Parser Before preparing your data file, you want to verify that your Word document has no typos or broken XML tags. You can test your template in seconds using our free client-side tool: Open the Word Template Variable Parser & Excel Exporter in your browser. Drag and drop your .docx BoL or customs invoice template into the upload dropzone. The parser will instantly display all detected scalar placeholders (e.g. bol_number, consignee_company) and dynamic loop structures (line_items). Click Export Excel Template (.xlsx) to download a pre-formatted spreadsheet containing the exact column headers required for your template. Because the parser runs 100% in your browser memory, sensitive trade partner addresses and pricing terms are never sent to external servers. Step 3: Prepare Your Shipment Manifest Spreadsheet Open the exported Excel spreadsheet or your warehouse export. Populate each row with your shipment records: Ensure column names match the template placeholders (e.g. bol_number, shipper_company, incoterms_rule). If you are generating multiple individual single-item BoLs, each row in Excel produces one complete Word/PDF document. For multi-item shipments via API, pass line_items as a nested JSON array of items. If using the web composer, you can easily map multi-row CSV/Excel groups. Step 4: Batch Generate Documents in TRYDOKU Log into your TRYDOKU dashboard. Upload your validated Word template (.docx) and your shipment manifest spreadsheet (.xlsx or .csv). Confirm the column-to-placeholder mappings in the visual preview window. Click Generate. Within seconds, TRYDOKU generates all individualized Bills of Lading and customs invoices, neatly organized in a downloadable ZIP package. Best Practices for Customs Clearance & Trade Automation To avoid border clearance delays and ensure compliance with international customs regulations: Enforce Strict HS Code Formatting: Always format Harmonized System tariff codes as text in Excel (e.g. '8471.30.00) to prevent spreadsheet software from stripping leading zeros. Explicit Unit & Currency Identifiers: Include standardized ISO 4217 currency codes (USD, EUR, GBP) and standard WCO measurement units (kg, pcs, m3) alongside numeric values. Preserve Numbered Legal Boilerplate: Keep required maritime clauses, carrier liability terms, and jurisdiction statements intact in your Word template. TRYDOKU preserves all native paragraph styling and multi-page layouts. Integrate via REST API for Real-Time Dispatch: If your team uses custom logistics software or TMS platforms, you can trigger generation programmatically via our Document Generation API as soon as a shipment is marked "Departed". Comparison: Manual Assembly vs. VBA vs. TRYDOKU Feature Manual Word Copy-Paste Excel VBA Macros TRYDOKU Cloud Engine Generation Speed10–15 mins per document2–3 mins (Local machine lockup)< 1 second per document (Parallel cloud) Dynamic Repeating RowsManual table editingFragile VBA Range loopsNative {> line_items }} tags Template EditingEasy (Word)Hard (Code macros required)Standard Microsoft Word (.docx) Error RateHigh (Typo risk)Medium (Script crash risk)Zero (Automated schema binding) API & Webhook ReadinessNoneNoneFull REST API & CLI automation Frequently Asked Questions Can I generate both Bills of Lading and Commercial Invoices from the same spreadsheet? Yes. You can create separate Word templates for your Bill of Lading, Commercial Invoice, and Packing List, then upload the same master manifest spreadsheet to TRYDOKU to generate all three sets of documentation in parallel. How are dynamic table loops formatted in Word? Dynamic loops use opening {> line_items }} and closing {< line_items }} tags placed in the first and last cells of your table body row. TRYDOKU automatically duplicates that row for every item present in your consignment data without distorting table borders or column widths. Is freight and customs data secure? Yes. TRYDOKU is hosted in the EU and operates under a zero-retention architecture. All data is encrypted in transit and at rest, and input data rows are cleared upon generation completion, with all records purged within 72 hours. See our Security & Trust Center for details. Can I export a blank Excel sheet matching my BoL placeholders? Yes. Upload your Word document to our free Word Template Variable Parser and click Export Excel Template (.xlsx) to get a spreadsheet pre-populated with your exact template header names. --- ### Article: Using TRYDOKU with Google Antigravity: Automate Document Generation with AI URL: https://trydoku.com/blog/using-trydoku-with-google-antigravity Connecting Google Antigravity with modern document generation APIs enables engineering teams and SaaS builders to turn raw spreadsheet data into beautifully styled Microsoft Word documents automatically. In this comprehensive technical guide, we explore how to pair TRYDOKU with Google Antigravity—Google's agentic AI coding environment—to build automated document rendering workflows. By integrating TRYDOKU's template-based rendering engine with Antigravity's subagents, custom workspace skills, and CLI tools, you can eliminate manual document busywork and streamline high-volume invoicing, contract generation, and corporate reporting pipelines in minutes. The Gap Between AI Coding Assistants and High-Fidelity Documents Modern AI coding agents excel at analyzing complex datasets, restructuring spreadsheets, and writing backend integration logic. However, when developers ask language models to generate customer-facing business documents directly, traditional approaches quickly encounter serious limitations: Fragile HTML-to-PDF Compilers: Tools like Headless Chrome or WebKit wrappers frequently introduce subtle CSS margin bugs, awkward page splits across table rows, and misaligned typography across different operating systems. Brittle Code-Based PDF Engines: Writing programmatic PDF layout code (such as PDFKit or jsPDF) requires maintaining thousands of lines of coordinate math, making every tiny design change a multi-hour engineering task. Non-Technical Isolation: Business stakeholders (legal counsel, accountants, sales executives) cannot edit HTML templates or React rendering trees without developer intervention. TRYDOKU solves this architecture problem through template-first document generation. You design your templates in Microsoft Word (.docx) using plain double curly brace placeholders (e.g. {{ client_name }}), loop blocks ({> items }} ... {< items }}), and conditional clauses ({% if is_discounted %} ... {% endif %}). When you upload the template to TRYDOKU, our high-speed rendering engine merges structured JSON data into the exact Word styles, typography, and page layouts you configured. By bringing Google Antigravity into this pipeline, you provide your assistant with a reliable rendering backend. Rather than struggling to generate pixel-perfect documents from raw code, Antigravity acts as the orchestrator: reading local Excel or CSV spreadsheets, extracting variables, validating payloads, invoking TRYDOKU's REST API, and managing the resulting document archives seamlessly. What is Google Antigravity? Google Antigravity is an agentic AI development platform built by Google. Designed from the ground up for agent-human pair programming, Antigravity combines: The Antigravity IDE & CLI (agy): A dual interface allowing developers to direct AI agents through either a desktop IDE or headless terminal commands. Custom Skills System (.agents/skills/): A modular architecture where agents discover specialized domain playbooks, CLI scripts, and workflows on demand. Model Context Protocol (MCP) Integration: Direct connectivity to external tools, databases, browser automation, and developer APIs. Multi-Agent Orchestration: Autonomous subagents that execute isolated research, code generation, verification, and regression audits concurrently. When configured with TRYDOKU integration skills, an Antigravity agent can autonomously read incoming spreadsheets, verify template compatibility, dispatch batch generation jobs, and deliver compiled document packages directly to your application filesystem or S3 buckets. Integrating TRYDOKU into Google Antigravity via Custom Skills The cleanest way to integrate TRYDOKU into a project powered by Google Antigravity is by defining a dedicated agent Skill. Skills teach Antigravity the exact OpenAPI contracts, rate-limiting rules, credit budgeting semantics, and payload structures required to communicate with TRYDOKU without hallucination. Step 1: Create the Skill Definition Inside your workspace customization root (.agents/skills/trydoku-generation/SKILL.md), create the skill file specifying the endpoints, authentication, and error handling rules. Step 2: Prompting Antigravity with the Skill With the skill active in your workspace, you can prompt Antigravity using natural language instructions in the chat or terminal: "Antigravity, inspect storage/templates/invoice-template.docx and data/q3-invoices.xlsx. Extract the template variables, parse the Excel rows into matching JSON objects, and run a test batch using our TRYDOKU skill." Antigravity will inspect the DOCX structure, read the Excel spreadsheet rows, construct the valid Base64 payload envelope, and execute the generation workflow cleanly. Extracting Template Variables with Free Client-Side Tools Before dispatching batch generation requests, you need to know exactly which variable names and loop tags are embedded inside your Microsoft Word templates. To make template preparation seamless, TRYDOKU provides free client-side browser utilities: Word Template Variable Parser & Excel Exporter: Drag and drop your .docx template into your browser to automatically extract all scalar variables, loop blocks, and conditional flags. You can export a matching, styled Excel spreadsheet (.xlsx) with one click to seed your Antigravity pipeline. Excel to Word Table Converter: Convert raw spreadsheet sheets into formatted, native Microsoft Word tables with custom column widths and typography. Because these tools execute 100% client-side in the browser, your private contract templates and financial figures never leave your device. If you are also using Anthropic tools, you can check our companion guide on Using TRYDOKU with Claude Code. Comparing Document Generation Architectures Choosing the right approach for automated document assembly determines how easily your team can scale and maintain templates over time: Feature / Metric Programmatic PDF (PDFKit / jsPDF) HTML-to-PDF (Puppeteer / CSS) Antigravity + TRYDOKU Pipeline Template Design ToolRaw JavaScript codeHTML / CSS markupMicrosoft Word (.docx) Non-Technical EditingImpossible (Requires code changes)Difficult (Requires HTML/CSS skills)Instant (Anyone can edit Word files) Page Splits & HeadersManual coordinate calculationUnpredictable CSS break bugsNative Word pagination & margins AI IntegrationComplex canvas orchestrationHigh hallucination of CSS rulesClean JSON schema & agent skills Dynamic Table LoopsCustom coordinate loopsComplex HTML table stringsNative {> items }} syntax Processing SpeedFastResource-heavy (Chrome instances)Cloud-accelerated high-throughput API Step-by-Step Tutorial: Automating Invoice Batches with Antigravity Design Your Word Template: Open Microsoft Word and create a clean invoice or agreement. Insert placeholders such as {{ client_name }} and {> items }} table loops. Verify Variables with the Free Parser: Open the Word Template Variable Parser in your browser to inspect placeholders and export an Excel template. Retrieve Your API Token: Log into your TRYDOKU Dashboard, generate a Sanctum API token, and export TRYDOKU_API_TOKEN. Instruct Google Antigravity: Run agy in your project directory to execute the batch generation pipeline and download your invoices ZIP package. Frequently Asked Questions How are TRYDOKU credits billed? TRYDOKU credits are billed per accepted row in your data array at the moment a batch generation request is accepted. Polling batch status endpoints (GET /api/v1/batches/{id}) and querying account details consume zero credits. Every new user receives 20 Free Credits upon verifying their email address to test their automated pipelines. Does Google Antigravity require special plugins for TRYDOKU? No external plugins or complex server sidecars are required. Google Antigravity communicates with TRYDOKU using standard HTTP REST requests and native agent Skills (.agents/skills/). What document formats does the TRYDOKU batch API output? The TRYDOKU batch generation API outputs formatted Microsoft Word (.docx) files packaged in a single downloadable ZIP archive. How does TRYDOKU handle sensitive corporate data? All TRYDOKU API communications are encrypted in transit via standard TLS encryption, and data rows are encrypted at rest during processing. Row payload data is automatically cleared from database records upon successful generation, while incomplete batches, generated ZIP files, and failed records are purged automatically within our standard 72-hour system retention window. --- ### Article: Using TRYDOKU with Claude Code: Build an AI-Driven Document Generator URL: https://trydoku.com/blog/using-trydoku-with-claude-code Integrating Anthropic's AI developer tools with modern document generation APIs opens up powerful new automation workflows. In this comprehensive guide, we will show you how to connect TRYDOKU with Claude Code and standard Claude.ai Projects using OpenAPI schemas to build an automated Word document generator. By combining semantic AI capabilities with our high-fidelity Word templating engine, you can streamline contract assembly, bulk invoicing, and reporting pipelines in minutes. The Document Automation Bottleneck For modern developers and SaaS operators, document rendering remains a tedious chore. Traditional solutions require compiling complex PDF rendering code or fighting with heavy HTML-to-PDF converters that mess up typography, page breaks, and margin alignments. Designing a layout in CSS is slow, and non-technical stakeholders cannot easily edit the design. TRYDOKU solves this by using Microsoft Word documents (.docx) as templates. You write standard text placeholders using double curly braces (e.g. {{Client_Name}}), style the document beautifully in Microsoft Word, and upload it. TRYDOKU's high-speed API merges your JSON data arrays into the placeholders and outputs perfectly formatted DOCX files packaged in a downloadable ZIP archive. However, writing integration code and preparing JSON payloads manually still takes time. (Tip: Before integrating with Claude or writing API payloads, you can inspect your templates using our free client-side template variable parser to auto-extract all variable names and loop targets). By bringing Claude Code and Claude Projects into the workflow, you can automate request mapping, code generation, and pipeline monitoring using natural language. This contract-driven approach bridges the gap between unstructured AI outputs and structured, high-fidelity corporate documents. Approach 1: Project Knowledge via OpenAPI (Manual Web Flow) This is the only native way to use the standard Claude.ai web chat without deploying external connection layers. By uploading TRYDOKU's OpenAPI schema as custom project knowledge, you enable Claude to understand our endpoints, payload structures, and response schemas. This is perfect for rapid prototyping, generating valid JSON requests, and drafting integration code. How It Works Download the OpenAPI Schema: Retrieve the latest OpenAPI JSON definition directly from your running TRYDOKU instance at /docs/api/api.json. This file contains the complete definition of the POST /api/v1/generate and GET /api/v1/batches/{id} endpoints, explaining query parameters, headers, and payload structures. Create a Claude Project: Log into Claude.ai, navigate to Projects, and create a new project named "TRYDOKU Document Generator". Upload Project Knowledge: Upload the api.json file to the project's custom knowledge library. This provides Claude with the ground-truth contract for your API. Prompt Claude: You can now prompt Claude inside the project chat to write payload mappings or curl commands. For example: "Based on the uploaded OpenAPI schema, write a curl command to generate a batch of employee offer letters from this array of employee names and salaries." Claude will output the exact JSON payload and curl structure without guessing. By keeping the API schema in the project's memory, Claude ceases to hallucinate endpoint URLs or request parameters. It knows exactly that the request envelope requires template_base64 and a data array of objects, and that the server responds with a data.id representing the batch identifier. Approach 2: Agentic Automation with Claude Code CLI (Automated Terminal Flow) For developers who prefer working in the terminal, Anthropic's new Claude Code CLI provides a powerful agentic interface. Instead of copying and pasting code, you can prompt the Claude agent in your terminal to write, execute, and verify a Node.js script that connects to the TRYDOKU API. Claude Code reads your local filesystem, runs commands, and adapts the script to handle errors dynamically. Using the CLI, you can orchestrate complex pipelines. For instance, you can instruct Claude Code: "Write a Node script that reads all invoice rows from our local SQLite database, converts our Word template to base64, submits it to the TRYDOKU API, and downloads the ZIP once completed." The agent will analyze your project environment, construct the code, execute syntax checks, and run integration tests autonomously. The Node.js Integration Script Below is the complete, robust Node.js integration script. This script is fully compatible with Node.js 18+ (utilizing the native fetch API) and handles the asynchronous TRYDOKU generation lifecycle. It includes bearer token authentication, polling, rate-limit backoff, credit warning annotations, and ZIP downloads. It also includes a runnable main entry point for demonstration purposes. // TRYDOKU API Integration Script using Node.js 18+ Native Fetch // This script polls the generation batch until completed. const TRYDOKU_API_URL = 'https://www.trydoku.com/api/v1'; const API_TOKEN = process.env.TRYDOKU_API_TOKEN; if (!API_TOKEN) { console.error('Error: TRYDOKU_API_TOKEN environment variable is not defined.'); process.exit(1); } async function generateDocuments(templateBase64, dataArray) { // Warning: Document generation costs one TRYDOKU credit per accepted row in the data array when the request is created. Failures do not refund this initial charge. // Polling endpoints are completely free and consume zero credits. console.log(`Submitting document generation batch for ${dataArray.length} items...`); const response = await fetch(`${TRYDOKU_API_URL}/generate`, { method: 'POST', headers: { 'Authorization': `Bearer ${API_TOKEN}`, 'Content-Type': 'application/json', 'Accept': 'application/json' }, body: JSON.stringify({ template_base64: templateBase64, data: dataArray }) }); if (!response.ok) { const errBody = await response.json().catch(() => ({})); const errMsg = errBody.message || `HTTP ${response.status}`; throw new Error(`Generation failed: ${errMsg} (Status: ${response.status})`); } const body = await response.json(); const batchId = body.data.id; console.log(`Batch created successfully! ID: ${batchId}`); return batchId; } async function pollBatchStatus(batchId) { const timeoutMs = 60000; // 60 seconds total timeout limit const startTime = Date.now(); const initialDelayMs = 2000; let delayMs = initialDelayMs; while (true) { const elapsed = Date.now() - startTime; if (elapsed >= timeoutMs) { throw new Error('Timeout: Document generation did not complete within 60 seconds.'); } console.log(`Polling batch ${batchId} status (Elapsed: ${Math.floor(elapsed / 1000)}s)...`); const response = await fetch(`${TRYDOKU_API_URL}/batches/${batchId}`, { headers: { 'Authorization': `Bearer ${API_TOKEN}`, 'Accept': 'application/json' } }); if (response.status === 429) { console.warn('Rate limit exceeded (HTTP 429). Backing off...'); const remaining = timeoutMs - (Date.now() - startTime); const sleepTime = Math.min(delayMs, remaining); if (sleepTime <= 0) { throw new Error('Timeout: Document generation did not complete within 60 seconds.'); } await new Promise(r => setTimeout(r, sleepTime)); delayMs = Math.min(delayMs * 1.5, 10000); continue; } if (!response.ok) { const errBody = await response.json().catch(() => ({})); const errMsg = errBody.message || `HTTP ${response.status}`; throw new Error(`Polling failed: ${errMsg}`); } const body = await response.json(); const status = body.data.status; console.log(`Current Status: ${status}`); if (status === 'completed' || status === 'failed') { if (body.data.failed_items > 0) { console.warn(`Warning: ${body.data.failed_items} items failed to generate.`); } return body.data; } const remaining = timeoutMs - (Date.now() - startTime); const nextSleep = Math.min(2000, remaining); if (nextSleep <= 0) { throw new Error('Timeout: Document generation did not complete within 60 seconds.'); } await new Promise(r => setTimeout(r, nextSleep)); } } async function downloadZipArchive(batchId, zipUrl) { console.log(`Downloading completed ZIP archive from ${zipUrl}...`); const response = await fetch(zipUrl, { headers: { 'Authorization': `Bearer ${API_TOKEN}` } }); if (!response.ok) { throw new Error(`Download failed: HTTP ${response.status}`); } const arrayBuffer = await response.arrayBuffer(); const buffer = Buffer.from(arrayBuffer); console.log(`Successfully downloaded ZIP archive for batch ${batchId} (${buffer.length} bytes).`); return buffer; } async function main() { // Expect the path to a DOCX template file as a command-line argument const args = process.argv.slice(2); const templatePath = args[0] || process.env.TRYDOKU_TEMPLATE_PATH; if (!templatePath) { console.error('Error: Please provide the path to a Microsoft Word (.docx) template file.'); console.error('Usage: node integration.js '); process.exit(1); } const fs = require('fs'); if (!fs.existsSync(templatePath)) { console.error(`Error: Template file not found at path: ${templatePath}`); process.exit(1); } if (!templatePath.toLowerCase().endsWith('.docx')) { console.error('Error: The template file must be a Microsoft Word (.docx) document.'); process.exit(1); } let templateBase64; try { const fileBuffer = fs.readFileSync(templatePath); templateBase64 = fileBuffer.toString('base64'); } catch (e) { console.error(`Error reading template file: ${e.message}`); process.exit(1); } const dummyData = [{ Name: 'Mock Client', Date: '2026-07-20' }]; try { const batchId = await generateDocuments(templateBase64, dummyData); const batchData = await pollBatchStatus(batchId); if (batchData.status === 'completed') { if (batchData.links && batchData.links.zip) { const zipData = await downloadZipArchive(batchId, batchData.links.zip); console.log(`Orchestrator completed successfully! ZIP file downloaded: ${zipData.length} bytes.`); } else { throw new Error('Verification failed: batch marked completed but ZIP download URL is missing.'); } } else { throw new Error(`Document generation failed with status: ${batchData.status}`); } } catch (e) { console.error('Integration execution failed:', e.message); process.exit(1); } } if (require.main === module) { main(); } module.exports = { generateDocuments, pollBatchStatus, downloadZipArchive, main }; Comparing the Integration Flows Choosing between standard web chat projects and the Claude Code terminal CLI depends entirely on your developer workflow and the scale of the automation you are building. The table below outlines the primary trade-offs between the two approaches. Metric Approach 1: OpenAPI + Web Chat Approach 2: Claude Code CLI Workflow Nature Manual Copy-Paste Fully Automated / Terminal Agentic Setup Speed Instant (No environment setup needed) Fast (Requires Claude CLI and Node.js 18) Ideal For Prototyping & Request Drafting Production Pipelines & Bulk Seeding Billing Protection High (Manual confirmation per run) Requires care (Disable automatic POST retries) Frequently Asked Questions How are TRYDOKU credits billed? TRYDOKU credits are charged per accepted non-empty row in your data array when the generation batch is created, regardless of whether individual documents within that batch later fail to process (appearing in failed_items). Therefore, ensure your data values are validated and placeholders map correctly before calling the API. Avoid automatic POST retries on network failures to prevent duplicate charges. Do I need to pay Anthropic token fees to use this? Yes. Anthropic API fees for prompts processed by Claude Code or Claude.ai are separate and billed directly by Anthropic. TRYDOKU only bills for document generation credits. Is my data automatically deleted? API requests are encrypted in transit using TLS. Input data rows are encrypted at rest during queue processing and automatically cleared from database records upon successful generation. Unprocessed batches, generated ZIP archives, and failed records are pruned automatically within the standard 72-hour system retention window. Can I run this inside a serverless cloud function? Absolutely. The Node.js script is fully compatible with serverless systems (e.g. AWS Lambda, Google Cloud Functions) as it uses native fetch APIs and zero external NPM dependencies. How do I handle nested loops or repeating rows inside Word tables using this script? To populate repeating table rows (such as invoice line items) dynamically, you must wrap the target row in Word with loop opening and closing tags. In your template document, write {> items }} in the first column's first row cell, place variables like {{description}} and {{price}}, and close it with {< items }}. In your Node.js payload data array, include an items key mapping to a nested JSON array of objects. The TRYDOKU parser will automatically repeat the row for each element in the nested array while keeping all layout styles intact. --- ### Article: Automating Logistics Operations: Generate 100+ Delivery Notes from Excel URL: https://trydoku.com/blog/generate-delivery-notes-from-excel Warehouse teams still spend mornings copying customer names, addresses, and SKU lists from an Excel order dump into a Word delivery-note template. Each note looks the same. Each note is slightly different. That is logistics document automation in its most expensive form: a person, a spreadsheet, and a template, repeated a hundred times. This guide shows how to generate delivery notes from Excel with TRYDOKU: design one Word template, upload the order sheet, and download a ZIP of Word files — one document per row. Each note can also be downloaded as a PDF from the success view when you need a print-ready copy. Workflow at a glance: Design template in Word (.docx) using {{placeholder}} fields and {> items }} loop rows. Upload your Excel/CSV export (1 row = 1 delivery note, up to 500 rows/batch). Map spreadsheet columns to template placeholders in TRYDOKU composer. Generate batch → Download .docx ZIP or individual print-ready PDFs. Why delivery notes are a copy-paste trap A delivery note (also called a packing slip or dispatch note) is the document that travels with the goods. The warehouse needs it at pick time. The driver needs it at the door. The customer uses it to check what arrived. The data almost always already exists in a WMS export, an ERP report, or a shared Excel workbook: Order or delivery-note number Ship-to name and address Carrier and tracking number Requested delivery date Line items: SKU, description, quantity, unit The bottleneck is not collecting the data. It is retyping it into a branded Word layout without swapping two street numbers or dropping a line item. Word Mail Merge can fill simple fields, but it fights with tables, PDF output, and batch ZIP downloads. VBA macros live on one person's laptop. Neither is a good fit when the morning pick list has 100+ rows and the afternoon cutoff is in forty minutes. If this pattern shows up in invoices as well as shipping docs, the same Excel-to-document path is covered in Automate Invoice Generation from Excel. Delivery notes have the same shape: one header per consignment, plus a table of goods. What you will build You need two files: A Word (.docx) delivery-note template with placeholders such as {{customer_name}} and a repeating table row for SKUs. An Excel (.xlsx) or CSV workbook with one row per delivery note. TRYDOKU merges each spreadsheet row into the template and returns one Word document per row. Download the batch as a ZIP of .docx files, or open the success view and take a PDF of any individual note. There is no VBA, no Mail Merge field codes, and no local Office install on the server. One generation batch accepts up to 500 rows. A hundred notes is one run. A thousand notes is two runs. Do not plan a single click for 10,000 files. Step 1: Design a clean delivery-note template in Word Start from the paper or PDF your warehouse already uses. Recreate that layout in Microsoft Word and save it as .docx — not .doc, .rtf, or PDF. TRYDOKU reads the Word XML; older binary formats will not parse. Keep the static branding (logo, company address, terms) as normal Word content. Replace only the values that change per shipment with double-brace placeholders. Placeholder names should use letters, numbers, and underscores — no spaces. A typical header: Delivery note {{dn_number}} Ship to: {{customer_name}} {{address_line_1}} {{address_line_2}} {{city}} {{postal_code}} {{country}} Carrier: {{carrier}} Tracking: {{tracking_number}} Delivery date: {{delivery_date}} Style the placeholders the way the finished text should look. Bold {{customer_name}} in Word if the name should print bold. The substituted value keeps that formatting. Type each placeholder in one go; if Word splits the braces across different runs (common when you pause mid-tag and change font), the parser may miss the variable. Highlight the tag, clear formatting, and retype it if a field comes out blank. For dates: if you later mark delivery_date as a date column in TRYDOKU, values must be YYYY-MM-DD (for example 2026-08-18). Other formats are rejected. Store that column as text in Excel, or format it to ISO dates before upload. More placeholder rules, including conditionals, are in How to Create a Word Template with Placeholders. Repeating SKU rows Most delivery notes are not a single line. Put a Word table under the header. In the first body row, place the loop markers in the first and last cells: Column Cell contents 1 (SKU) {> items }}{{sku}} 2 (Description) {{description}} 3 (Qty) {{quantity}}{< items }} That is the supported loop syntax: {> items }} opens the block and {< items }} closes it. Do not use Mustache (unsupported loop syntax) / (unsupported loop syntax) — those strings are treated as ordinary placeholders and will print literally. The table row between the markers is cloned once per line item. Keep column widths fixed in Word so a long description does not shove the quantity column off the page. Details and nested examples live in dynamic loops for Word templates. Optional blocks Cash-on-delivery, Saturday delivery, or a hazardous-goods warning can sit in a conditional: {% if is_cod %} Collect payment on delivery: {{cod_amount}} {% endif %} If is_cod is empty or false, the block is omitted. Use this for notes that share one template but not one set of clauses. Step 2: Prepare the Excel order list TRYDOKU treats one spreadsheet row as one output document. That matches a warehouse export where each row is already a delivery: one DN number, one address, one tracking code. Use the first row as headers. Names do not have to match placeholders exactly — the import dialog lets you map columns — but matching names (customer_name, dn_number) saves a mapping step. Supported uploads are .xlsx, .xls, and CSV. Example header row for a simple note (no nested SKUs yet): dn_number, customer_name, address_line_1, city, postal_code, country, carrier, tracking_number, delivery_date Each following row is one shipment. Fill every mapped field you expect to print. Empty or unmapped cells are omitted from the payload, so the matching {{placeholder}} can remain visible in the Word file instead of becoming blank text. Flat spreadsheet vs nested ERP output Flat CSV/XLSX: Best when 1 row = 1 shipment. If several SKUs belong on one note, group them first or add them in the composer item editor. JSON API (POST /api/v1/generate): Best for multi-line nested items coming straight from a WMS/TMS webhook. A flat sheet does not auto-group several SKU rows into one delivery note. If your WMS dumps one row per SKU, you will get one document per SKU unless you pivot first so each order is a single row. After upload, add SKUs for that row in the composer's item editor (the loop column). For nested line items, send JSON through the document generation API: each object in the data array is one note, and items is an array of SKUs. If the file is .xlsx and a downstream tool only accepts CSV, the browser-only Excel to CSV converter can flatten it on your machine before import. Step 3: Upload the template and the sheet Create a TRYDOKU account and open the composer. Upload the .docx template. TRYDOKU extracts placeholders and loop names from the file. Open Import, then drag the workbook onto the dashed drop zone (or choose the file). Map columns to placeholders if the names differ. Spot-check the grid: one row per note, dates in YYYY-MM-DD if the column is typed as date, loop items filled for any note that needs a SKU table. Generate from the composer. Credits are charged per accepted non-empty row when the batch is created. A later failure on a row is not refunded, so fix mapping and required fields before you click generate. Output is one Word document per row. The batch ZIP contains those .docx files. From the success view you can also download any single note as a PDF — PDFs keep the Word layout and are the usual choice for the warehouse printer and the carrier portal. Excel and CSV upload is the same composer path used here. Other data sources are listed on integrations. The full composer flow is in the user docs. What “100+ notes in a ZIP” looks like in practice A morning export with 120 orders is one batch (under the 500-row cap). You get 120 Word files in a single ZIP — not 120 Save As clicks, and not one merged 120-page document you have to split by hand. Download PDFs one note at a time from the success view when you need print-ready copies for the pick face. Attach the ZIP of Word files when a dispatcher still needs to annotate before the van leaves. If a single address is wrong, fix that row in the grid and generate again; the new run is billed as a new batch, but you do not have to rebuild the template. This is the same bulk pattern as invoices and certificates. Document busywork is the wider list of copy-paste jobs this replaces. Time saved: a worked example, not a benchmark TRYDOKU does not publish a timed throughput figure for delivery notes. The useful comparison is the manual baseline. If filling one delivery note from Excel into Word takes about three minutes (open template, paste fields, save or print, next row), then: Notes Manual time at 3 min each 100 5 hours 500 25 hours 1,000 50 hours (2 batches of 500) Three minutes is an illustration, not a measured warehouse study. If your team is faster or slower, scale the table. The automation cost is one credit per accepted row, plus the time to keep the Word template and column mapping in sync when the WMS export changes. New accounts receive a free document allowance on signup; the current amount is on the pricing page. Do not budget a production day of 500 notes against that welcome balance. When Excel is not enough Stay on the spreadsheet path when a coordinator exports a daily sheet and needs a ZIP of Word notes before the vans leave. Switch to the API when: Line items already exist as nested records in the WMS Notes must generate from a webhook or nightly job without a person uploading a file You need the same template from a TMS, Shopify export pipeline, or internal admin tool The HTTP surface is POST /api/v1/generate with a Word template and a data array. A legal-team walkthrough of that endpoint is in programmatic contract and NDA generation; the payload shape is the same for a delivery note, only the placeholders change. TRYDOKU is hosted in the EU (Frankfurt). Read the current processing and retention description on the security page before you put customer addresses into a batch. Do not treat a blog post as the data-processing agreement. Frequently asked questions Can I generate PDF delivery notes instead of Word? Yes. After generation you can download each file as .docx or as a PDF from the success view. The batch ZIP is Word files only. PDF is the usual print-ready format; Word is useful if a dispatcher still needs to annotate a note before it leaves. Do I need Excel macros or Mail Merge? No. The template is ordinary Word text with {{placeholders}} and {> items }} loops. The data file is a normal workbook. You map columns and start generation from the composer; merging runs on the server. How do I put several SKUs on one delivery note? Use a table row wrapped in {> items }} … {< items }}. Fill those items in the composer for that row, or send a nested items array via the API. A flat Excel file with one SKU per row will produce one document per SKU unless you reshape it first. How many delivery notes can I generate at once? One batch is capped at 500 rows (and 500 ZIP entries). Split larger exports. Credits are taken when the batch is accepted, including rows that later fail. What date format should I use? If the placeholder is configured as a date field, use YYYY-MM-DD only. Spreadsheet serial dates and 18/08/2026 will not pass that check. Can I start from a TRYDOKU template gallery delivery note? There is no dedicated delivery-note template in the public gallery at the time of writing. Upload the Word file your warehouse already prints. The gallery is at /templates if you want a different starting layout. To try the flow on a small sheet, create an account (no credit card required) and upload the Word file your warehouse already prints. Run a handful of rows before the next dispatch wave. --- ### Article: Excel Date Formatting and Calculations: A Practical Guide for Document Automation URL: https://trydoku.com/blog/excel-date-formatting-and-calculations-a-practical-guide-for-document-automation Dates appear in almost every business spreadsheet. You may use them to calculate payment deadlines, track contract renewals, or prepare delivery notes. But Excel dates can cause confusing errors: A date appears as a five-digit number, such as 45884. A value such as 04/05/2026 means April 5 in one country and May 4 in another. A deadline calculation includes weekends or holidays. A document generator inserts a raw serial number instead of a readable date. This guide explains how Excel stores dates, how to format them, which formulas are most useful, and how to prepare date values for automated Word and PDF documents. 1. How Excel Stores Dates Excel usually stores a date as a serial number. In Excel’s default 1900 date system, each whole number represents one day: 1 = January 1, 1900 2 = January 2, 1900 45884 = August 15, 2025 Time is stored as a fraction of a day. For example, 0.5 means noon. 45884.5 = August 15, 2025 at 12:00 PM The cell’s number format controls what you see. The stored value can remain 45884 even when Excel displays August 15, 2025. Why this matters for document automation: Some export and merge tools read the stored value rather than the cell’s visual format. If that happens, your generated document may contain 45884 instead of a readable date. 2. How to Create a Custom Date Format Excel’s standard date formats depend on regional settings. A workbook may therefore display dates differently on another computer. To choose a custom format, open Format Cells with Ctrl + 1 on Windows or Command + 1 on Mac. Then select Number → Custom. Common date format codes Code Example for August 5, 2026 Meaning d / dd 5 / 05 Day without or with a leading zero ddd / dddd Wed / Wednesday Short or full weekday name m / mm 8 / 08 Month without or with a leading zero mmm / mmmm Aug / August Short or full month name yy / yyyy 26 / 2026 Two-digit or four-digit year Useful business date formats Formal contract date: mmmm d, yyyy → August 5, 2026 European numeric date: dd.mm.yyyy → 05.08.2026 ISO 8601 date: yyyy-mm-dd → 2026-08-05 Date and time: yyyy-mm-dd hh:mm → 2026-08-05 14:30 For data exchange and document automation, yyyy-mm-dd is usually the safest choice. It is clear, sortable, and avoids month-and-day confusion. Month and weekday names may change with Excel’s language settings. 3. Useful Excel Formulas for Date Calculations A. Add days or months Because Excel stores dates as numbers, you can add calendar days directly: Payment due in 30 calendar days: =A2+30 Contract renewal in six months: =EDATE(A2,6) Last day of the current month: =EOMONTH(A2,0) Last day of the next month: =EOMONTH(A2,1) Use EDATE when you need whole calendar months. It handles months with different numbers of days. B. Exclude weekends and holidays Simple addition includes every calendar day. For delivery estimates, service-level agreements, and other working-day deadlines, use WORKDAY. Find a date after a set number of working days: =WORKDAY(start_date,days,[holidays]) Example: =WORKDAY(TODAY(),10,$Z$2:$Z$10) This returns the date 10 working days after today. It skips Saturdays, Sundays, and holidays listed in $Z$2:$Z$10. Count working days between two dates: =NETWORKDAYS(start_date,end_date,[holidays]) If your weekend is not Saturday and Sunday, use WORKDAY.INTL or NETWORKDAYS.INTL. C. Calculate age, tenure, or duration The DATEDIF function returns the difference between two dates in years, months, or days. The start date must not be later than the end date. =DATEDIF(start_date,end_date,"Y") — completed years =DATEDIF(start_date,end_date,"M") — total completed months =DATEDIF(start_date,end_date,"YM") — remaining months after completed years Example: employee tenure =DATEDIF(B2,TODAY(),"Y") & " years, " & DATEDIF(B2,TODAY(),"YM") & " months" 4. Real Dates vs. Text Dates A custom number format changes only how a date looks. The value remains a real Excel date that you can sort, filter, and use in calculations. The TEXT function is different. It converts a date into text: =TEXT(A2,"mmmm d, yyyy") If A2 contains the serial number 45884, the formula returns August 15, 2025 in an English-language Excel setup. Use TEXT when: You are building a sentence, such as: ="Agreement signed on " & TEXT(B2,"mmmm d, yyyy") You need an export column with a fixed display format. Your document merge tool does not preserve Excel’s cell formatting. Do not use TEXT when: You still need to calculate, sort, or filter by date. You are replacing the original date column. Best practice: Keep the original date as a real date. If needed, add a separate formatted column for export or document generation. 5. Prepare Excel Dates for TRYDOKU When generating contracts, quotes, NDAs, or delivery notes, you can map Excel columns to placeholders such as {{agreement_date}}, {{due_date}}, and {{effective_date}}. For example, imagine that column B contains the start date and the document needs a due date 14 working days later: Client Start date Excel formula Exported value Acme Corp 2026-09-01 =TEXT(WORKDAY(B2,14),"yyyy-mm-dd") 2026-09-21 Best practices for reliable document generation Keep source dates as real dates. This preserves sorting, filtering, and calculations. Use dedicated calculation columns. Create separate columns for values such as renewal dates and payment deadlines. Add export columns when needed. Use TEXT only when your merge process needs a fixed string. Use clear column names. Match headers such as due_date with placeholders such as {{due_date}}. Avoid ambiguous formats. Prefer 2026-09-01 or September 1, 2026 over 09/01/26. Test one row first. Confirm the date format in a sample document before generating the full batch. --- ### Article: The 7 Most Common Types of Document Busywork (And How to Automate Them in 2 Minutes) URL: https://trydoku.com/blog/how-to-eliminate-document-busywork If you find yourself copying data from spreadsheets into Microsoft Word documents row by row, you are suffering from document busywork. Whether you're assembling invoices, drafting NDAs, or generating shipping manifests, manual copy-pasting is slow, tedious, and prone to human error.In this comprehensive guide, we analyze the 7 most frequent types of document busywork across legal, HR, finance, and logistics operations—and demonstrate step-by-step how to convert repetitive copy-pasting into automated Word and PDF generation in 2 minutes.What is Document Busywork?Document busywork refers to low-value, repetitive administrative tasks where an employee manually extracts records from a database or spreadsheet (Excel, CSV, Google Sheets) and pastes them into standard Microsoft Word templates (.docx).On average, copying and pasting data, formatting tables, checking alignment, and saving individual files takes 3 minutes per document. For a batch of 100 documents, that represents 5 hours (300 minutes) of mind-numbing labor.The 7 Most Common Types of Document Busywork1. Invoices & Billing LedgersFinance teams frequently export monthly client billing lists from accounting software into Excel, then manually copy client names, rates, tax IDs, and line items into individual invoice templates. Automating invoice generation turns a full day's copy-pasting into a single spreadsheet upload.2. NDAs & Employment Offer LettersHR and legal teams draft Non-Disclosure Agreements (NDAs) and candidate offer letters by swapping names, job titles, start dates, and compensation numbers into Word templates. A single typo in a legal document creates compliance risk that automated variables completely eliminate.3. Delivery Notes & Shipping ManifestsLogistics coordinators paste order quantities, customer addresses, and tracking numbers from warehouse spreadsheets into Word delivery note forms. With template automation, 500+ delivery notes are generated as a ready-to-print PDF ZIP archive in under 30 seconds.4. Completion & Compliance CertificatesTraining organizations and compliance officers manually type attendee names, completion dates, and certificate IDs into Word certificate layouts. Automating certificate generation ensures uniform styling across thousands of issued documents.5. IT Incident & Status ReportsDevOps and IT leads aggregate metric logs into weekly operational status briefs. Replacing manual text entry with variable placeholders enables instant report compilation directly from JSON or CSV exports.6. Client Onboarding QuestionnairesAccount managers format new client intake responses into formal onboarding packets. Automating questionnaire assembly ensures every new customer receives an instant, professional welcome package.7. Monthly Sales & Executive Performance SummariesSales managers compile regional rep metrics into executive performance summaries. Automating dynamic table loops allows multi-item sales lists to render automatically regardless of length.How to Eliminate Document Busywork in 3 Steps1. Design Word TemplateType {{placeholders}} inside Microsoft Word where dynamic data belongs.2. Upload SpreadsheetUpload your Excel sheet (.xlsx) or CSV. Columns map to placeholders automatically. (Use our Word Template Variable Parser to generate a matching template spreadsheet instantly).3. Download Batch ZIPClick Generate. Download hundreds of formatted Word or PDF files instantly. --- ### Article: How to Programmatically Generate Contracts & NDAs via API for Legal Teams URL: https://trydoku.com/blog/programmatically-generate-contracts-and-ndas-api In fast-moving corporate, HR, and legal operations, manually copying and pasting client or employee records into contract templates is a major compliance bottleneck. Using a high-fidelity legal contract generator API allows teams to automate non-disclosure agreements (NDAs), master services agreements (MSAs), and offer letters directly from CRM, HR, or custom software platforms.This comprehensive guide demonstrates how to programmatically assemble contracts and NDAs via REST API while preserving strict Microsoft Word formatting, numbered clauses, and GDPR compliance.The High-Stakes Risk of Manual Contract AssemblyFor legal counsel and paralegals, manual document assembly presents serious operational and compliance risks:Formatting Regressions: Copy-pasting data into complex Word documents breaks numbered clauses, header alignments, and page breaks.Human Error: Pasting incorrect party names, transaction amounts, or effective dates into legally binding agreements creates liability.Unenforceable Clauses: Failing to include mandatory conditional clauses (such as jurisdiction or non-compete terms) weakens contract enforceability.Why Word Templates (.docx) Outperform HTML-to-PDF Converters for Legal TeamsLegal counsel works almost exclusively in Microsoft Word (.docx). Traditional developer solutions—such as writing HTML/CSS and converting to PDF via headless browsers—fail legal team standards for several reasons:FeatureHTML-to-PDF ConvertersTRYDOKU Word API EngineLegal EditingRequires web developers to modify HTML layoutLegal counsel edits standard .docx files in WordNumbered ParagraphsCSS counter-reset often breaks multi-page listsNative Word legal numbering remains intactHeader / Footer AlignmentUnpredictable page break calculationsNative Word headers, footers, and page numbersFont FidelityCustom corporate fonts require complex web font CSSTrueType/OpenType fonts render identicallyStep-by-Step: Automating Contract & NDA Generation via APIStep 1: Design Your Contract Template in WordOpen Microsoft Word and design your legal agreement layout. Where dynamic data points belong, insert variables surrounded by double curly braces:This Non-Disclosure Agreement (the "Agreement") is entered into as of {{effective_date}} by and between TRYDOKU Ltd. ("Disclosing Party") and {{recipient_company}} ("Receiving Party").To inspect your template's variable schema or verify loop tags before coding, you can drop your .docx file into the free Word Template Variable Parser to extract all required JSON property keys automatically.For conditional clauses (such as optional non-compete or arbitration provisions), use block conditional syntax:{% if include_arbitration %}7. ARBITRATION. Any dispute arising under this Agreement shall be resolved via binding arbitration in {{jurisdiction}}.{% endif %}Step 2: Authenticate with Your API TokenGenerate a Sanctum API token from your TRYDOKU dashboard. Include this token in all REST API requests using standard Bearer authentication:Authorization: Bearer YOUR_API_TOKEN_HEREStep 3: Submit the Generation RequestConvert your .docx contract template to a Base64 string and submit a JSON POST request to the /api/v1/generate endpoint:{ "template_base64": "UEsDBBQABgA...", "data": [ { "effective_date": "2026-08-15", "recipient_company": "Acme Enterprises Ltd.", "jurisdiction": "Germany", "include_arbitration": true } ] }Step 4: Poll & Download Finalized DocumentsThe API responds instantly with a batch identifier. Poll GET /api/v1/batches/{id} to monitor progress. Once completed, download your finalized Word (.docx) or PDF documents in a single ZIP package.Security, GDPR & Data Protection for Legal WorkflowsLegal documents contain sensitive PII and confidential business terms. TRYDOKU is engineered with zero-trust security for corporate legal pipelines:EU Data Residency: Hosted on primary EU infrastructure (`digi2`) under strict European data protection standards.TLS 1.3 Encryption: All data in transit is encrypted using modern cryptographic ciphers.Transient Processing: Input data blobs and generated files are processed ephemerally and automatically pruned according to system retention rules.Frequently Asked QuestionsCan legal counsel edit the contract template without breaking the API?Yes. Because TRYDOKU uses standard Microsoft Word (.docx) files as templates, legal counsel can edit text, update boilerplate clauses, or adjust styling directly in Word without requiring developer intervention.Are generated PDF contracts identical to the Word template?Yes. Our high-fidelity rendering engine preserves exact typography, line spacing, margins, page breaks, and embedded fonts across both DOCX and PDF outputs.How are conditional legal clauses handled?Conditional sections are wrapped in {% if clause_variable %} and {% endif %} tags. If the boolean variable is false or omitted from your API payload, the entire paragraph is removed without leaving blank gaps. --- ### Article: Eliminate Document Busywork — Turn Copy-Paste into Instant Docs URL: https://trydoku.com/blog/why-and-what-to-automate-turn-copy-paste-busywork-into-instant-documents If you spend hours every week manually copying and pasting data from spreadsheets into Microsoft Word documents, you are not alone. Whether you're generating invoices, contracts, employee letters, or personalized reports, manual document busywork is slow, tedious, and prone to costly human errors.In this comprehensive guide, we will show you exactly how to eliminate document busywork by automating Word and PDF document generation directly from your Excel and CSV data. By the end of this tutorial, you will be able to turn any Excel spreadsheet into hundreds of perfectly formatted documents in minutes.What is Document Busywork?Document busywork refers to repetitive, manual tasks like copying customer names, prices, addresses, or dates from a database or spreadsheet and pasting them one by one into Word templates. Creating invoices or contracts in Word from Excel data manually takes roughly 2-3 minutes per document. If you have 100 rows of data, that's 5 hours of mind-numbing busywork.Eliminate Typos & Errors: No more pasting data into the wrong fields or sending mismatched contracts.Save Hours Every Week: Reclaim hours of your workday for high-value strategic tasks.Effortless Scalability: Generate 10 documents or 10,000 documents with a single click.Step-by-Step: Turn Copy-Paste Busywork into Instant DocumentsStep 1: Organize Your Data in Excel or CSVMake sure your data is organized in a clean table where the first row contains descriptive headers (e.g., First Name, Company Name, Invoice Amount). Each column header will act as a variable placeholder in your template.Step 2: Create a Word Template with Double Curly BracesOpen Microsoft Word and create your document layout. Wherever dynamic data should appear, type a placeholder wrapped in double curly braces, such as {{First Name}} or {{Invoice Amount}}. (Tip: Use our free Word Template Variable Parser to verify your placeholders and generate a matching spreadsheet instantly).Step 3: Upload Template & Data to TRYDOKUUpload your .docx Word template and your Excel/CSV file to TRYDOKU. Our engine automatically parses the placeholders and matches your spreadsheet column headers.Step 4: Generate & Download Batch ZipClick "Generate". In seconds, TRYDOKU replaces all placeholders row-by-row and package all finalized Word or PDF documents into a single download.Ready to Eliminate Document Busywork?Stop copy-pasting. Start generating documents automatically today.Try TRYDOKU for Free --- ### Article: Beyond Contracts: The Ultimate List of Documents You Should Be Generating in Bulk URL: https://trydoku.com/blog/documents-for-bulk-automation-beyond-contracts Placeholder or draft content. --- ### Article: How to Automatically Repeat Rows in Word Templates using JSON URL: https://trydoku.com/blog/introducing-dynamic-loops-for-docx-word-templates When generating documents like invoices, receipts, or product catalogs, you rarely have a static number of items. One invoice might have 2 line items, while another has 50. Standard mail merge features fail completely when dealing with one-to-many relationships or variable-length lists.In this comprehensive guide, we will show you exactly how to automatically repeat rows in Word templates. Using dynamic loops and JSON data arrays, you can easily generate complex tables without writing complex code or VBA macros.The Problem with Standard Document GenerationIf you've ever tried to create an invoice in Word from Excel data, you quickly realize that simple placeholders like {{Price}} only work if there is exactly one price. If a customer buys three different products, you need three rows in your table. Manually predicting the number of rows or copy-pasting tables defeats the entire purpose of automation.The Solution: Dynamic LoopsDynamic Loops allow you to define a section of your Word document—such as a single row in a table or a paragraph—that will automatically duplicate itself for every item in your data array. This is perfect for invoices, packing slips, and order summaries.Step 1: Set Up Your JSON Data ArrayTo power a dynamic loop, your data must be structured as an array (a list of items). If you are using an API or passing JSON data, it will look something like this:{ "customer_name": "Acme Corp", "invoice_items": [ { "description": "Web Design", "price": "$1,000" }, { "description": "Hosting", "price": "$100" }, { "description": "Maintenance", "price": "$200" } ] }In this example, invoice_items is our loop target. We want to generate a table row for each of the three items.Step 2: Add Loop Tags to Your Word TemplateOpen Microsoft Word and create your table. To tell the automation engine to loop over a specific row, you wrap the row in special loop tags.Opening Tag: {> invoice_items }}Closing Tag: {< invoice_items }}Place the opening tag in the first column of your table row, and the closing tag in the last column of that same row. In between those tags, you can use the standard placeholders for the item properties, like {{description}} and {{price}}. (Tip: Validate these loops with our free Word Template Variable Parser).Step 3: Generate the DocumentOnce you upload your Word template to TRYDOKU and send your JSON payload via our API or the web composer, the engine takes over.The engine detects the {> invoice_items }} tag, counts the 3 items in your JSON array, and dynamically clones that table row 3 times, filling in the correct description and price for each row. If the next invoice has 50 items, it will generate 50 rows automatically, even spanning across multiple pages perfectly.Advanced Usage: Nested Loops & Conditional BlocksDynamic loops aren't just limited to tables. You can wrap entire paragraphs, bulleted lists, or pages in loop tags to generate multi-page reports. You can even nest loops inside of other loops for complex data structures (e.g., looping through Categories, and then looping through Products within each Category).Build Smarter TemplatesStop wrestling with manual tables and macros. Start generating dynamic, data-driven documents today.Get Started for Free --- ### Article: Automate Invoice Generation from Excel URL: https://trydoku.com/blog/automate-invoice-generation-excel If you are still copy-pasting customer data from Excel into Word templates to generate invoices, you are losing hours of productive time every single week. In this guide, we will show you exactly how to automate invoice generation from Excel so you can generate hundreds of PDF invoices in seconds.The Problem with Manual InvoicingFor many small businesses, freelancers, and even mid-sized agencies, the invoicing process looks something like this:Open a master Excel sheet containing client names, billable hours, and rates.Open a Word document containing the invoice template.Copy the client's name from Excel. Paste it into Word.Copy the amount due. Paste it into Word.Save the Word document as a PDF.Email it to the client.This process is not only tedious but highly prone to human error. A single copy-paste mistake could mean underbilling a client or sending an invoice with the wrong company name. When you automate invoice generation from Excel, you eliminate these errors completely.How to Automate Invoice Generation from Excel (Step-by-Step)You don't need to be a programmer or know how to write complex VBA macros to automate your invoicing. With modern document generation tools like TRYDOKU, the process is incredibly simple. For a broader look at bulk generation options, check out our guide on selecting a mail merge alternative.Step 1: Prepare Your Excel DataFirst, ensure your Excel spreadsheet is formatted correctly. The first row of your spreadsheet should contain clear column headers. These headers will act as your "variables" or "placeholders" in your invoice template.For example, your columns might be:Invoice_NumberClient_NameCompany_AddressTotal_AmountDue_DateStep 2: Create Your Word TemplateNext, design your invoice template in Microsoft Word. Wherever you want a piece of data from your Excel sheet to appear, type the exact column header wrapped in curly braces. For example, write {{Client_Name}} where the client's name should go.This tells the document generation engine exactly where to inject the data when you automate invoice generation from Excel. (Tip: You can verify placeholder names and extract template variables with our parser tool).Step 3: Upload to TRYDOKUCreate a free account on TRYDOKU. Upload your Word template and your Excel spreadsheet. The system will automatically map the columns in your Excel file to the placeholders in your Word template.Step 4: Generate PDFsClick "Generate". In seconds, TRYDOKU will merge every row of your Excel spreadsheet into your template, generating a unique, perfectly formatted PDF invoice for every single client on your list.Advanced Invoicing: Repeating Rows and Dynamic TablesSometimes, a single invoice needs to contain multiple line items (e.g., different services rendered, multiple products purchased). You can handle this natively without writing any code. By using dynamic loops in your Word templates, you can tell the system to repeat a table row for every line item associated with a specific invoice number.Why Automate Invoice Generation from Excel?The ROI of automating this process is immediate:Save Time: What used to take hours now takes seconds.Reduce Errors: No more copy-paste mistakes or typos on official financial documents.Scale Effortlessly: Whether you need to generate 10 invoices or 10,000, the process takes the exact same amount of time.If you have developers on your team, you can take this a step further by integrating our REST API for document automation directly into your billing software, completely removing Excel from the equation.Frequently Asked Questions (FAQ)Can I generate PDF invoices instead of Word documents?Yes. When you automate invoice generation from Excel using TRYDOKU, you can choose to output the final files as Word documents or secure, uneditable PDFs.Do I need to install software to do this?No. TRYDOKU is entirely cloud-based. You just need a web browser, your Excel file, and your Word template.Is my financial data secure?Absolutely. We operate on a strict Zero Data Retention policy. Your data is used exclusively to generate the document and is immediately deleted from our servers. Learn more on our security page.Can I automate other documents besides invoices?Yes! You can automate contracts, NDAs, offer letters, reports, and any other standard document that relies on variable data. --- ### Article: How to Automate Word Document Generation from Excel Data (Step-by-Step) URL: https://trydoku.com/blog/automate-document-generation-excel If you spend hours every week manually copying and pasting data from Excel into Word documents, you are not alone. Whether you're generating invoices, contracts, employee letters, or personalized reports, manual data entry is slow, tedious, and prone to costly human errors.In this comprehensive guide, we will show you exactly how to automate Word document generation from Excel data. By the end of this tutorial, you will be able to turn any Excel spreadsheet into hundreds of perfectly formatted Word documents in a matter of minutes. If you are looking for a more general comparison, check out our guide on finding the right mail merge alternative.Why Automate Document Generation?Creating invoices in Word from Excel data manually takes roughly 2-3 minutes per document. If you have 100 rows of data, that's 5 hours of mind-numbing work. Automation turns those 5 hours into 3 minutes.Eliminate Errors: No more typos or pasting data into the wrong fields.Save Time: Reclaim hours of your week for high-value tasks.Scalability: Generate 10 documents or 10,000 documents with the same click of a button.Step 1: Prepare your Excel spreadsheetThe first step is to organize the data you want to export. Open your Excel spreadsheet. Make sure your data is organized in a clean table where the first row contains your headers (e.g., "First Name", "Company", "Invoice Amount").Each column header will become a variable placeholder in your Word template. Ensure there are no empty rows or merged cells in your dataset.Step 2: Create a Word templateNext, open Microsoft Word and design your document exactly how you want the final output to look. Where you want the Excel data to appear, insert a placeholder wrapped in double curly braces.For example, if your Excel column header is "First Name", type {{First Name}} in your Word document. You can place these anywhere—in the main text, inside headers, footers, or even within tables.Step 3: Upload your template to TRYDOKUNow that your data and template are ready, it's time to connect them. Log in to TRYDOKU and upload your prepared .docx file to the Template Dashboard.Our engine will automatically parse your document and detect all the {{placeholders}} you created to ensure they are ready for mapping. (You can also pre-validate variables and download a matching spreadsheet using our free Word template placeholder inspector).Step 4: Import your Excel dataUpload your .xlsx Excel file to the TRYDOKU composer. The platform uses this spreadsheet as the row-by-row data source for your new documents.Step 5: Map columns to placeholdersTRYDOKU will auto-match your Excel column headers to the placeholders in your Word template. You can review and confirm the mapping visually. If a column name differs slightly from a placeholder, you can simply select the correct column from a dropdown menu.Step 6: Download generated documentsClick the "Generate" button. The system will automatically produce one uniquely filled document per Excel row. You can then download all the generated documents in a single, organized ZIP file, or convert them directly to PDF.Frequently Asked QuestionsCan I create invoices in Word from Excel data?Yes! Simply format your invoice in Word, add placeholders for the price, customer name, and date, and connect it to your Excel ledger. TRYDOKU will generate all the invoices instantly.Do I need to install any software?No. TRYDOKU is a 100% web-based platform. You do not need any macros, VBA, or complex Microsoft Office integrations. --- ### Article: How to Create a Word Template with Placeholders URL: https://trydoku.com/blog/how-to-create-word-template-placeholders In today’s fast-paced B2B environment, copying and pasting data from spreadsheets into Microsoft Word documents is a massive bottleneck. Creating a word template with placeholders is the key to unlocking automated document generation. By replacing static text with dynamic variable tags, you can instantly generate contracts, invoices, certificates, and employee offer letters in bulk.This comprehensive guide walks you through the step-by-step process of designing, formatting, and automating a Word template with placeholders. We will cover correct syntax, styling best practices, conditional logic, and how to use modern automation engines like TRYDOKU to turn your static template into hundreds of personalized files in seconds.What is a Word Template with Placeholders?A word template with placeholders is a standard Microsoft Word document (in .docx format) that contains specific, easily identifiable text tags representing variable data fields. Instead of hardcoding a customer's name, contract price, or address, you write a placeholder tag.When processed by a document generation engine, these placeholder tags are dynamically replaced with actual records from a database, Excel sheet, Google Sheet, or JSON payload. The rest of the document's structure, styling, and formatting remains identical.Why Choose Double Curly Braces (Mustache Syntax)?Historically, Microsoft Word users relied on "Mail Merge Fields" to achieve automation. However, native mail merge fields are hidden behind complex menus, require toggling field codes (Alt+F9), and frequently break when templates are edited.Modern document generation platforms like TRYDOKU use standard double curly braces syntax: {{placeholder_name}}. This is often referred to as Mustache or Handlebars syntax. It has several distinct advantages:Readability: You can see the placeholders directly on the page without toggling special modes.Editability: You can edit, copy, paste, and delete placeholders just like regular text.Compatibility: It works across all versions of Microsoft Word, Google Docs, and LibreOffice.Multi-platform: It maps cleanly to web forms, CSV headers, and JSON API payloads.Step-by-Step: Creating a Word Template with PlaceholdersStep 1: Define Your Data StructureBefore opening Microsoft Word, define the variables your document needs. For example, if you are automating an employment contract, write down the data points that change for every new employee:{{employee_name}}{{job_title}}{{salary}}{{start_date}}Keep your placeholder names simple, using alphanumeric characters and underscores (no spaces or special characters).Step 2: Type Placeholders in WordOpen Microsoft Word and write your document. Wherever a dynamic data point is needed, type your variable surrounded by double curly braces.This Employment Agreement (the "Agreement") is entered into as of {{contract_date}} by and between TRYDOKU Ltd. ("Employer") and {{employee_name}} ("Employee").Crucial Tip: Ensure that the closing braces match the opening braces exactly. A typo like {{employee_name} (missing brace) will cause the parser to ignore the variable.Step 3: Format Your PlaceholdersOne of the best features of double curly brace placeholders is that they inherit whatever formatting is applied to them. If you want the employee's name to be bold, underlined, and blue, simply apply those styles to the placeholder tag in Word:We will render: {{employee_name}}.When the document generator populates the template, the final text ("John Doe") will be generated with the exact same bold, underlined, and blue font.Step 4: Save the Template as .docxGo to File → Save As and select Word Document (.docx). Document automation engines rely on the underlying XML structure of .docx files. Do not save your file as .doc, .rtf, or .pdf.Pro-Tip: Before running bulk document jobs, test your template in our free Word Template Variable Parser to instantly extract all detected placeholders, dynamic loops, and conditional blocks without uploading files to any server.Advanced Placeholder TechniquesSimple text replacement is fine for basic letters, but complex documents often require repeating tables, loops, and conditional formatting.1. Creating Repeating Tables (Loops)If you need to generate an invoice with multiple line items (e.g. description, quantity, price), you must repeat a row in a table. In TRYDOKU, this is achieved using block tags.Start the repeating section with {> items }} and close it with {< items }}. The row between these tags will be duplicated for every item in your data array:DescriptionQtyPrice{> items }}{{description}}{{quantity}}{{price}}{< items }}To learn more about repeating rows programmatically, check out our guide on Introducing Dynamic Loops in Word Templates.2. Conditional Sections (If/Else logic)Sometimes parts of a contract should only appear under certain conditions. For example, a probationary period clause should only render if has_probation is true:{% if has_probation %}The employee shall undergo a probationary period of three (3) months.{% endif %}If the data contains "has_probation": true, the paragraph appears. If it is false or missing, the entire block is omitted automatically, removing any empty space.Best Practices for Word Template DesignTo prevent generation errors and ensure beautiful layouts, adhere to these guidelines:Watch for hidden XML tags: If you edit a placeholder in Word (e.g., typing {{employee, pausing, changing formatting, then typing _name}}), Word might insert hidden formatting XML tags inside the placeholder. This breaks the text string for the parser. To fix this, highlight the placeholder, clear formatting, and re-type it.Keep styles consistent: Apply style rules to the entire placeholder including the curly braces. Do not apply a bold style to only the text inside and leave the braces normal.Avoid special characters: Stick to letters, numbers, and underscores (e.g., {{invoice_total_2026}}). Do not use spaces, hyphens, or currency signs inside variables.Set table constraints: When using repeating tables, set explicit column widths in Word to prevent table columns from jumping sizes based on long text strings.How to Automate Your Word TemplateOnce your template is ready, you can generate documents using TRYDOKU in three simple steps:1. Upload TemplateUpload your .docx file to TRYDOKU. The system automatically extracts all placeholders.2. Connect Data SourceUpload your Excel sheet (.xlsx) or CSV file. Each row represents one output document.3. Generate & DownloadMap your sheet columns to the placeholders, then click Generate. Download your files individually or as a ZIP.If you are moving away from traditional Word workflows and need a comparison of methods, take a look at our Mail Merge Alternatives Guide.Frequently Asked QuestionsCan I generate PDF documents from my Word template?Yes. When automating templates with TRYDOKU, you can choose to output the finalized documents in either Microsoft Word (.docx) or Adobe PDF (.pdf) format, preserving all original fonts and styles.What happens if a placeholder is missing from my Excel sheet?If your spreadsheet does not have a column for a specific placeholder, TRYDOKU will replace it with empty text by default, preventing raw curly braces from showing in the finished document.Do placeholders support images?Yes, advanced document engines support image placeholders using specific syntax, letting you dynamically insert logos, profile photos, or signatures into predefined boxes.How many documents can I generate at once?With TRYDOKU, you can automate thousands of documents simultaneously. Simply upload your template and a spreadsheet with as many rows as needed to generate a bulk ZIP archive in seconds. --- ### Article: How to Import Data from Excel and CSV URL: https://trydoku.com/blog/how-to-import-data-from-excel-and-csv TRYDOKU makes it easy to import your data from Excel or CSV files. Here's a step-by-step guide: ## Step 1: Prepare Your Data Ensure your Excel or CSV file has a header row with column names. This makes mapping easier. ## Step 2: Upload Your File Click the 'Import Data' button and select your Excel (.xlsx, .xls) or CSV file. ## Step 3: Map Variables TRYDOKU will automatically detect your template variables and CSV columns. Simply map each variable to the corresponding column. ## Step 4: Review and Generate Review the example data to ensure everything is mapped correctly, then generate your documents! ## Tips - Use descriptive column headers - Ensure data consistency - Check for empty rows before importing - Want to auto-generate a matching Excel spreadsheet from your Word template? Test your document with our free Word Template Variable Parser and Excel exporter and download an `.xlsx` file pre-filled with your placeholder headers! Start importing your data today and see how easy document generation can be! --- ### Article: Best Practices for Template Design URL: https://trydoku.com/blog/best-practices-for-template-design Creating effective templates is crucial for successful document automation. Here are some best practices to follow: ## Use Clear Placeholders Use descriptive placeholder names like {{name}} and {{email}} instead of generic ones. This makes mapping easier and reduces errors. ## Keep It Simple Don't overcomplicate your templates. Simple, clean designs work best for automated generation. ## Test Before Scaling Always test your template with a few sample rows before generating hundreds of documents. This helps catch issues early. ## Maintain Consistency Use consistent formatting throughout your template. This ensures all generated documents look professional and uniform. Follow these tips to create templates that work seamlessly with TRYDOKU! --- ### Article: Getting Started with Document Automation URL: https://trydoku.com/blog/getting-started-with-document-automation Document automation is revolutionizing how businesses handle repetitive document generation tasks. With TRYDOKU, you can transform your Excel spreadsheets into professional Word documents in minutes. ## Why Document Automation? Traditional document creation is time-consuming and error-prone. By automating the process, you can: - Save hours of manual work - Reduce human errors - Maintain consistency across documents - Scale your document generation effortlessly ## Getting Started 1. Upload your Word template with placeholders 2. Import your data from CSV or Excel 3. Map variables to columns 4. Generate all documents with one click Start automating your documents today and experience the power of efficiency! --- ### Article: Mail Merge Alternative: Generate 100+ Documents in Seconds URL: https://trydoku.com/blog/mail-merge-alternative-generate-100-documents-in-seconds If you've ever tried to generate personalized contracts, invoices, or offer letters using Microsoft Word's built-in Mail Merge, you already know the pain: confusing wizard steps, broken formatting, fields that silently fail, and no good way to produce PDFs. It works for a Christmas card list — but for professional document automation, it falls short. This guide introduces a modern mail merge alternative that lets you generate 100+ perfectly formatted Word (.docx) or PDF documents from an Excel spreadsheet — in under 10 seconds. No plugins, no VBA macros, no IT department required. Why Mail Merge Breaks Down for Business Use Word's Mail Merge was designed in the 1990s for simple letter personalization. Three decades later, professionals use it for contracts, invoices, HR letters, compliance reports, and more. The tool wasn't built for this, and it shows: Formatting corruption — Fonts, line heights, and table layouts break when fields are inserted. You spend more time fixing styling than writing content. No PDF output — Mail Merge produces .docx files only. Converting to PDF requires a separate step for every document. One-at-a-time workflow — Generating 50+ documents means clicking through the wizard repeatedly, or fighting with VBA scripts that break on updates. No data validation — Misspelled column names fail silently. You discover the error only after generating 200 broken documents. No version history — Once generated, there's no audit trail linking a document back to its source data row. If you recognize any of these problems, you need a modern alternative. How TRYDOKU Works: 4 Steps to Bulk Document Generation TRYDOKU replaces the entire Mail Merge workflow with four simple steps. No desktop software to install — it runs entirely in your browser. Step 1 — Create Your Word Template Open Microsoft Word (or Google Docs, then export as .docx) and write your document as you normally would. Wherever you want personalized data to appear, add a placeholder in double curly braces: Dear {{first_name}} {{last_name}}, Your invoice number is {{invoice_number}}. Total amount due: {{amount}} Payment is due by {{due_date}}. Unlike Mail Merge fields, TRYDOKU placeholders are plain text — they won't corrupt your formatting, and you can see exactly what the output will look like while editing the template. Step 2 — Prepare Your Excel Data Organize your data in a standard spreadsheet. Each column header must match a placeholder name exactly: first_namelast_nameinvoice_numberamountdue_date SarahConnorINV-2026-001€1,250.002026-07-15 JamesWilsonINV-2026-002€890.002026-07-15 MariaGarcíaINV-2026-003€2,100.002026-07-20 You can use Excel (.xlsx), CSV, or paste data directly from Google Sheets. TRYDOKU accepts all three formats. Step 3 — Upload and Match Upload your .docx template and your data file to TRYDOKU. The system automatically detects your placeholders and maps them to the matching spreadsheet columns. If a column name doesn't match perfectly, you can fix it with a single click in the built-in data editor — no need to go back to Excel. Step 4 — Generate and Download Click "Generate". TRYDOKU produces one document per row — 3 rows means 3 documents, 500 rows means 500 documents. All files are packaged in a single ZIP archive. Choose between: Word (.docx) — Fully editable, with all original formatting preserved PDF — Print-ready, tamper-proof, professional Speed benchmark: 100 documents generate in under 5 seconds on our optimized backend. TRYDOKU vs Mail Merge: Side-by-Side Comparison FeatureWord Mail MergeTRYDOKU Setup time15–30 minutes (wizard + troubleshooting)Under 2 minutes Output formats.docx only.docx + PDF Bulk generationOne-by-one or VBA macroAll documents in one click Formatting preservationFrequently breaks fonts and tables100% preservation — fonts, colors, tables, images Data sourcesExcel, Access, Outlook ContactsExcel, CSV, Google Sheets, paste from clipboard Data validationNo — silent failuresYes — highlights mismatches before generating Installation requiredYes (Microsoft Office desktop)No — browser-based Dynamic tables / loopsNot supportedSupported via loop tags API accessNoneREST API for programmatic generation Data securityFiles stored locallyZero-retention: data deleted on session close (GDPR compliant) PriceRequires Microsoft 365 licensePay-as-you-go with free credits included Real-World Use Cases Teams switch from Mail Merge to TRYDOKU for documents where accuracy and formatting matter: Finance & Accounting Invoices — Generate hundreds of branded invoices from a single Excel export. Each one preserves your company logo, table formatting, and payment terms. Financial reports — Produce monthly budget variance reports or expense summaries per department, per cost center. Human Resources Offer letters — Personalize salary, start date, job title, and manager name across 50+ new hires at once. Employee contracts — Generate contracts with specific terms per employee, preserving legal formatting. Onboarding packets — Create welcome documents with role-specific information. Legal & Compliance NDAs and MSAs — Fill in company name, effective dates, and jurisdiction-specific clauses from a spreadsheet of counterparties. Compliance audit reports — Standardize audit documentation across multiple departments. Sales & Operations Proposals and quotes — Personalize pricing, client details, and scope of work without copying and pasting between documents. Status reports — Generate weekly or monthly project updates from a data export. Browse ready-to-use templates for all these use cases in our Template Gallery. Advanced Features You Won't Find in Mail Merge Dynamic Tables with Loop Tags Need line items in an invoice? Mail Merge can't repeat table rows dynamically. TRYDOKU can. Wrap a table row in loop tags, and it clones the row for every item in your data array: (unsupported loop syntax) | {{description}} | {{quantity}} | {{unit_price}} | {{total}} | (unsupported loop syntax) Learn more in our Dynamic Loops guide. REST API for Automation Integrate document generation into your existing systems. Send an API request with your template and data, receive the generated document in the response. Perfect for CRM integrations, automated workflows, and connecting with tools like n8n or Zapier. Browser-Based Data Editor Spot a typo in row 47? Fix it directly in TRYDOKU's built-in spreadsheet editor before generating — no need to download, edit in Excel, and re-upload. Zero Data Retention Your uploaded data and generated documents are processed in-memory and automatically deleted when you close the session. Nothing is stored on our servers. Learn more about our security practices. Getting Started: Free Credits Included TRYDOKU uses a pay-as-you-go model. Every new account includes free document credits — enough to test the full workflow with real data before spending anything. No credit card required to sign up. Create a free account (takes 30 seconds) Upload a Word template with {{placeholders}} Import your Excel data Generate your first batch of documents If you're currently using Mail Merge for anything more than a simple letter, you'll immediately see the difference in speed, reliability, and output quality. Frequently Asked Questions Can I use my existing Word templates? Yes. Upload any .docx file. Just add {{placeholder}} variables where you want dynamic data to appear. All your existing formatting — fonts, colors, tables, images, headers, footers — is preserved exactly. What data formats does TRYDOKU accept? Excel (.xlsx), CSV, and data pasted directly from Google Sheets or any spreadsheet application. Is there a limit on the number of documents? No hard limit. Generate 10 or 10,000 documents in a single batch. The system is optimized for bulk generation — 100 documents typically complete in under 5 seconds. Is my data secure? Yes. TRYDOKU uses a zero-retention architecture. Your data is processed in-memory only and automatically deleted when your session ends. We are fully GDPR compliant and EU-hosted. Do I need to install any software? No. TRYDOKU runs entirely in your browser. No plugins, no desktop software, no IT approval needed. How much does it cost? TRYDOKU uses pay-as-you-go pricing. Every new account gets free credits to test the platform. No monthly subscription required — view pricing details. --- ### Article: Mastering Document Automation: Connecting Trydoku.com to n8n URL: https://trydoku.com/blog/mastering-document-automation-connecting-trydokucom-to-n8n Manual document creation is a productivity killer. Whether it’s invoices, contracts, or reports, your team’s time is better spent on strategy than on copy-pasting data into templates. In this guide, we’ll show you how to use n8n to catch data (from a CRM, Google Sheet, or Webhook) and pass it to Trydoku to generate a high-quality document automatically. Why use n8n for Trydoku? Visual Logic: Create complex "If/Then" branches without writing code. Self-Hostable: Keep your data on your own servers for maximum security. 1,000+ Integrations: Pull data from Salesforce, Typeform, or your SQL database seamlessly. Step 1: Set up your Trydoku Template Before jumping into n8n, log in to Trydoku and create your template. Use {{handlebars}} syntax for dynamic fields. Note down your Template ID and your API Key from the dashboard. Step 2: Configuring the n8n HTTP Request Node Since n8n is highly flexible, we use the HTTP Request Node to talk to Trydoku. This is where the magic happens. Node Configuration: Method: POST URL: https://api.trydoku.com/v1/generate Authentication: Header Auth (Name: X-API-KEY) Body Content Type: JSON Example JSON Payload In the "Body Parameters" of your n8n node, you’ll map your incoming data to your Trydoku fields: { "templateId": "tmpl_67890", "data": { "customer_name": "={{ $json.name }}", "total_amount": "={{ $json.total }}", "due_date": "={{ $now.format('YYYY-MM-DD') }}" }, "format": "pdf" } Step 3: Handling the Output Once Trydoku generates the file, you need to decide where it goes. Common n8n patterns include: Email Node: Send the PDF directly to the client. Google Drive Node: Save a copy for your records. Slack Node: Notify your team that a new contract is ready. Best Practices for n8n Workflows "Always use a Wait Node if you are generating documents in bulk to avoid hitting API rate limits." Ready to automate your documents? Start building your first workflow today with Trydoku and n8n. Get Your Free API Key --- ### Article: Smarter templates are here: IF/ELSE conditions in TryDoku URL: https://trydoku.com/blog/smarter-templates-are-here-ifelse-conditions-in-trydoku Why conditional logic matters If you generate documents from a spreadsheet, you’ve probably run into cases like: Include a “VAT” line only for EU customers. Switch language (EN/ES/DE) depending on a column. Add a specific clause when a customer is “Enterprise”. Show a discount message only when a discount exists. Before this feature, teams often cloned templates (and then spent hours keeping them consistent). With IF/ELSE, you keep one master template and let TryDoku fill in the correct variant per row. How it works in TryDoku 1) Upload your Word template Create a DOCX like you normally would: headings, tables, logos, signature blocks—whatever you need. 2) Connect Excel or Google Sheets Each row becomes one document. Columns become variables you can reference in your template. 3) Add if conditions Use {% if ... %} blocks to show/hide content based on your data. 4) Generate PDF or Word at scale Export as PDF or DOCX instantly—hundreds or thousands of files in one go. Example 1: Show a discount section only when it exists Let’s say your sheet has columns like customerName, plan, and discountPercent. You want a discount note only when a discount is present. Template snippet (DOCX text) if condition Hi {{ customerName }}, You selected the {{ plan }} plan. {% if discountPercent %} Good news — you received a {{ discountPercent }}% discount for this period. {% else %} No discounts are applied to your current billing period. {% endif %} Result: rows with an empty/zero discountPercent won’t awkwardly display “you received a % discount”. The document reads naturally either way. Example 2: Switch contract clauses by customer type Imagine a customerType column with values like SMB or Enterprise. You can include different clauses without maintaining separate templates. Template snippet (DOCX text) IF / ELSE {% if customerType == "Enterprise" %} Service Level Agreement (SLA) We guarantee 99.9% monthly uptime and provide priority support. {% else %} Support Support is provided during business hours with standard response times. {% endif %} Bonus idea: conditional signature block Useful when a different person signs depending on the region (e.g., region = EU vs US). {% if region == "EU" %} Signed by: {{ signerNameEU }} {% else %} Signed by: {{ signerNameUS }} {% endif %} Best practices (so your templates stay sane) Keep conditions close to the text they control. It’s easier to maintain later. Use clear column names like customerType, region, language. Prefer “one master template” with conditions over multiple template copies. Test with a small sheet first (5–10 rows) before generating thousands of docs. Ready to try conditional templates? Upload a Word template, connect Excel or Google Sheets data, and instantly generate personalized PDF or Word documents at scale. With IF/ELSE logic, your documents now adapt automatically to each recipient. Turn hours of copy-pasting into seconds Conditional logic is one of those “small” features that quietly saves teams a ridiculous amount of time: fewer template versions, fewer manual edits, fewer mistakes—more documents shipped in less time. --- ### Article: New in TryDoku: Predefined Templates You Can Edit & Generate from Excel URL: https://trydoku.com/blog/new-in-trydoku-predefined-templates-you-can-edit-generate-from-excel If you’ve ever thought, “I just want a solid template to start with,” this one’s for you. TryDoku now includes a growing library of predefined templates that you can edit and then use for automated document generation using your Excel data. What’s new: Choose a predefined template (HR, legal, finance, ops, and more), customize it to match your wording/branding, upload Excel, and generate your documents—fast. Why we built predefined templates Document automation is amazing… once you have a good starting template. But creating a template from scratch can be the slowest part of the process—especially if you’re trying to get a workflow running quickly for a team. Predefined templates solve that problem: Start faster: no blank-page anxiety, no formatting from scratch. Stay consistent: keep documents aligned with internal standards. Reduce mistakes: fewer copy/paste errors across repetitive docs. Scale easily: generate 10, 100, or 1,000 docs from structured Excel data. How it works (in plain English) Pick a predefined template from the gallery (e.g., offer letter, employment contract, invoice). Edit it right away to fit your needs—text, formatting, placeholders, sections, and details. Upload your Excel file with the data for each document (one row per document). Generate your documents automatically. Tip: If you’re already using placeholders like {{name}} in your DOCX, you’re in great shape—TryDoku detects placeholders and maps them to your Excel columns. What kinds of templates are included? We’re starting with practical, “daily-use” templates across a few categories—perfect for teams that produce repetitive documents: HR: offer letters, onboarding packets, performance reviews, promotion letters Legal: basic agreements, notices, standard contracts Finance: invoices, payment docs, simple statements Operations & IT: checklists, internal forms, process documents Who this feature helps most This update is especially useful if you’re: an HR team generating offers, contracts, confirmations, or certificates a finance team producing invoices or routine customer documents an ops team producing standardized forms, reports, or internal docs a founder or agency building repeatable document workflows for clients Examples: from Excel row → finished document Imagine an Excel sheet with columns like: full_name, start_date, salary, position. Each row becomes one generated document—no manual editing needed. The big win is that you can keep your data where it already lives (Excel), while your documents stay consistent and brand-ready. What’s next We’ll keep expanding the template library and improving the “start from template” experience so you can get to value in minutes—whether you’re generating a handful of documents or running a full-blown pipeline. Try it now Open TryDoku, choose a predefined template, customize it, upload your Excel file, and generate. Open TryDoku → Want a specific template added? Send us a note and tell us what you generate most often. FAQ Can I edit the predefined templates? Yes—predefined templates are meant to be a starting point. Customize the content, formatting, and placeholders to match your workflow. Do templates work with Excel data inputs? Yep. Upload your Excel file and map columns to placeholders in the template (or use detected placeholder names if they already match your column headers). What file type are the templates? Templates are designed for DOCX-based generation workflows (the same style you’d use for placeholder-driven document automation). --- ### Article: Introducing PDF Conversion for Generated Documents URL: https://trydoku.com/blog/introducing-pdf-conversion-for-generated-documents We are excited to announce a major new feature for TryDoku: instant PDF conversion for all your generated documents. Now, every DOCX file you create can be downloaded as a high-fidelity PDF with a single click—no additional tools required. Why PDF? While DOCX files are perfect for editing and customization, PDFs are the industry standard for distribution, printing, and archiving. They preserve your document's exact layout across all devices and platforms, ensuring your contracts, invoices, and reports always look professional. With PDF conversion, you can now: Share with confidence: Send documents that recipients can view without Microsoft Word or compatibility issues. Preserve formatting: Lock in your layout, fonts, and styling exactly as designed. Print ready: Generate print-ready files for physical distribution. Archive safely: Store long-term records in a format that won't change over time. Using the Feature After generating your documents in the TryDoku composer, you'll see two download buttons for each completed file in the success modal: DOCX button: Download the original Word document for editing. PDF button: Download the high-fidelity PDF version for distribution. You can also download all files as a zip archive. Getting Started This feature is available immediately for all users. Generate your documents as usual, and the PDF download option will appear automatically in the success modal. For API users, check our documentation. Happy generating! --- ### Article: Unlocking New Possibilities: Announcing the TRYDOKU API URL: https://trydoku.com/blog/announcing-trydoku-api Big news! Today, we’re taking a giant leap forward in making TRYDOKU the most flexible platform in its category. We are proud to announce that our REST API is now live in production. Until today, you’ve used our interface to manage your documents. But we know that modern businesses rely on an ecosystem of connected tools. With the launch of our API, TRYDOKU no longer sits in a silo. You can now connect it to the tools you already use every day. Whether you want to automate tedious tasks, feed data into custom reporting tools, or build entirely new experiences for your customers based on our backend, the door is now open. Where to begin: Log into your account settings to generate your API tokens. Check out the developer docs to see available endpoints. Start integrating! This is just version 1.0. We will be continuously adding more endpoints based on your feedback. Let us know what you need to connect next! Read the Docs & Get Started --- ### Article: Guide: Collecting Customer Data with Google Forms URL: https://trydoku.com/blog/guide-collecting-customer-data-with-google-forms Follow these four steps to create a high-quality data collection form that syncs automatically to Google Sheets. Step 1: Start the Form Go to forms.google.com. Click the + Blank button. Name your form (e.g., "Client Intake") in the top left corner. Step 2: Add Your Questions 1. Collect Emails (The Automatic Way) Don't add a manual question. Instead, go to the Settings tab, expand Responses, and set "Collect email addresses" to Responder input. 2. Type of Service (Dropdown) Go back to the Questions tab. Click the + button to add a question. Title: "Type of Service". Type: Select Dropdown. Options: Type your services (e.g., Consulting, Audit, Support). 3. Number of Employees (Clean Data) Click + to add a new question. Title: "Number of Employees". Type: Select Short answer. Validation: Click the three dots (bottom right) > Response validation. Set it to: Number | Is greater than | 0. (This prevents text entries). Step 3: Sync to Spreadsheet Click the Responses tab at the top. Click the green Sheets Icon. Select "Create a new spreadsheet" and click Create. Success! Your form is now live. Every time a customer submits data, it will instantly appear in your new Google Sheet as a neatly organized row. Finally, copy and paste the data into the TRYDOKU data grid to start generating your documents. ---