# TRYDOKU Context > TryDoku is a B2B SaaS platform that automates document generation. Users upload Word (.docx) templates containing double curly brace placeholders (e.g. `{{Client_Name}}`) and import Excel spreadsheets or CSVs. Trydoku merges the data row-by-row, automatically handles repeating lists (like invoice line items) via dynamic loops, and outputs ready-to-download Word and PDF documents in bulk. ## Core Pages - [Homepage](https://trydoku.com/): Product overview and main document generation tool. - [Features](https://trydoku.com/features): Key features including dynamic loops, conditional sections, Excel upload, and automated PDF conversion. - [Pricing](https://trydoku.com/pricing): Standard plans, credits, and pricing options. - [Documentation](https://trydoku.com/docs): Full guides for placeholders and template rules. ## How-To Guides & Blog Articles - [How to Automate Document Generation from Excel (3 Methods)](https://trydoku.com/blog/automate-document-generation-excel-copy-copy-copy): Stop copy-pasting data. Learn 3 ways to automate document generation from Excel to PDF. We compare Mail Merge, VBA, and TryDOKU to help you save hours. - [How to Automate Document Generation from Excel (3 Methods)](https://trydoku.com/blog/automate-document-generation-excel-copy-copy): Stop copy-pasting data. Learn 3 ways to automate document generation from Excel to PDF. We compare Mail Merge, VBA, and TryDOKU to help you save hours. - [Automate Invoice Generation from Excel](https://trydoku.com/blog/automate-invoice-generation-excel): Learn how to automate invoice generation from Excel data directly to PDF. Follow this step-by-step guide to stop copy-pasting and save hours every month. - [How to Create a Word Template with Placeholders](https://trydoku.com/blog/how-to-create-word-template-placeholders): Learn how to create a Microsoft Word template with placeholders to automate contract, invoice, and report generation using double curly brace syntax. - [How to Automatically Repeat Rows in Word Templates using JSON](https://trydoku.com/blog/introducing-dynamic-loops-for-docx-word-templates): Learn step-by-step how to automatically generate dynamic tables and repeat rows in Microsoft Word templates using JSON data arrays and simple loop tags. - [How to Automate Word Document Generation from Excel Data (Step-by-Step)](https://trydoku.com/blog/automate-document-generation-excel): Learn step-by-step how to automate Word document generation directly from your Excel data. Turn spreadsheets into perfectly formatted invoices, contracts, and letters in minutes. - [How to Import Data from Excel and CSV](https://trydoku.com/blog/how-to-import-data-from-excel-and-csv): Learn how to import data from Excel and CSV files into TRYDOKU for automated document generation. - [Best Practices for Template Design](https://trydoku.com/blog/best-practices-for-template-design): Learn the best practices for designing Word templates that work perfectly with document automation tools. - [Getting Started with Document Automation](https://trydoku.com/blog/getting-started-with-document-automation): Learn how to automate document generation with TRYDOKU. Transform Excel data into professional Word documents in minutes. - [Mail Merge Alternative: Generate 100+ Documents in Seconds](https://trydoku.com/blog/mail-merge-alternative-generate-100-documents-in-seconds): Stop fighting with Mail Merge. TRYDOKU generates 100+ personalized Word and PDF documents from Excel in seconds. Free to try, no setup required. - [Mastering Document Automation: Connecting Trydoku.com to n8n](https://trydoku.com/blog/mastering-document-automation-connecting-trydokucom-to-n8n): Learn how to trigger professional PDF generation from any data source using n8n and the Trydoku REST API. - [Smarter templates are here: IF/ELSE conditions in TryDoku](https://trydoku.com/blog/smarter-templates-are-here-ifelse-conditions-in-trydoku): TryDoku now supports Jinja IF/ELSE conditions in Word templates. Show or hide sections, customize clauses, and generate personalized PDF or Word documents at scale. - [New in TryDoku: Predefined Templates You Can Edit & Generate from Excel](https://trydoku.com/blog/new-in-trydoku-predefined-templates-you-can-edit-generate-from-excel): TryDoku now includes predefined templates you can edit and instantly use for automated document generation from Excel. Save time with ready-to-use HR, legal, finance, and ops templates—customized to your brand. - [Why and What to Automate: Turn Copy-Paste Busywork into Instant Documents](https://trydoku.com/blog/why-and-what-to-automate-turn-copy-paste-busywork-into-instant-documents): Learn why automation matters for office teams, what processes to automate first, and how template-based document generation (DOCX + Jinja {{ tags }}) and a REST API eliminate copy-paste work. - [Introducing PDF Conversion for Generated Documents](https://trydoku.com/blog/introducing-pdf-conversion-for-generated-documents): Generate high-fidelity PDF documents instantly. TryDoku now converts your DOCX files to PDF for perfect layout preservation. - [Unlocking New Possibilities: Announcing the TRYDOKU API](https://trydoku.com/blog/announcing-trydoku-api): We are proud to announce that the TRYDOKU REST API is live in production. Connect your document workflows to the tools you use every day. - [Guide: Collecting Customer Data with Google Forms](https://trydoku.com/blog/guide-collecting-customer-data-with-google-forms): Build a Google Form in 10 minutes that auto-populates a Google Sheet — then use that data to generate personalized documents instantly. - [Beyond Contracts: The Ultimate List of Documents You Should Be Generating in Bulk](https://trydoku.com/blog/documents-for-bulk-automation-beyond-contracts): Stop the manual grind. Generate error-free proposals, HR letters, and reports in seconds. Discover the full list of documents ripe for bulk automation. ## Document Template Registry Trydoku provides free pre-formatted Word (.docx) templates that can be customized or automated in bulk. Direct download pages: ### Finance Templates - [Basic Invoice](https://trydoku.com/templates/basic-invoice-word-template): Download our free basic invoice template for Word (.docx). Pre-formatted with placeholders, ready to customize or automate in bulk with TRYDOKU. - [Client Invoice](https://trydoku.com/templates/finance-invoice-word-template): Download a free client invoice template for Word (.docx) with repeating line items, tax fields, and payment terms. - [Purchase Order](https://trydoku.com/templates/finance-po-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Expense Report](https://trydoku.com/templates/finance-expense-report-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Financial Forecast](https://trydoku.com/templates/finance-forecast-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Profit and Loss Statement](https://trydoku.com/templates/finance-pl-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Budget Variance Report](https://trydoku.com/templates/finance-budget-variance-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Payroll Summary](https://trydoku.com/templates/finance-payroll-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [CapEx Request](https://trydoku.com/templates/finance-capex-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [Dividend Statement](https://trydoku.com/templates/finance-dividend-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. - [1099 Tax Document](https://trydoku.com/templates/finance-1099-word-template): Standard financial template designed to capture budgets, variance reviews, CapEx proposals, and transactions. ### HR Templates - [Employment Contract](https://trydoku.com/templates/hr-employment-contract-word-template): Download our free employment contract template for Word (.docx). Fully editable with placeholders for job title, probation terms, and salary. - [Candidate Offer Letter](https://trydoku.com/templates/hr-offer-letter-word-template): Download a free candidate job offer letter template for Microsoft Word (.docx). Easily customize candidate, salary, and start date details. - [Onboarding Packet](https://trydoku.com/templates/hr-onboarding-packet-word-template): Download our free employee onboarding packet template for Word (.docx). Includes welcome letter, manager details, and department assignment. - [Performance Review](https://trydoku.com/templates/hr-performance-review-word-template): Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - [Promotion Letter](https://trydoku.com/templates/hr-promotion-letter-word-template): Download a free employee promotion letter template for Microsoft Word (.docx). Announce title changes and salary updates with ease. - [Termination Notice](https://trydoku.com/templates/hr-termination-notice-word-template): Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - [Employee Handbook](https://trydoku.com/templates/hr-employee-handbook-word-template): Download a free employee handbook acknowledgement template for Microsoft Word (.docx) to track policy compliance. - [Training Certificate](https://trydoku.com/templates/hr-training-certificate-word-template): Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - [Benefits Summary](https://trydoku.com/templates/hr-benefits-summary-word-template): Streamlined HR document template optimized for standard reporting, record keeping, and employee management. - [Leave Notice](https://trydoku.com/templates/hr-leave-notice-word-template): Streamlined HR document template optimized for standard reporting, record keeping, and employee management. ### Sales Templates - [Sales Proposal](https://trydoku.com/templates/sales-proposal-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Client Pitch Deck](https://trydoku.com/templates/sales-pitch-deck-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Price Quote](https://trydoku.com/templates/sales-quote-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Service Level Agreement](https://trydoku.com/templates/sales-sla-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Marketing ROI Report](https://trydoku.com/templates/sales-roi-report-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Customer Onboarding Plan](https://trydoku.com/templates/sales-onboarding-plan-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Client Intake Questionnaire](https://trydoku.com/templates/sales-intake-questionnaire-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Case Study](https://trydoku.com/templates/sales-case-study-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Sponsorship Prospectus](https://trydoku.com/templates/sales-sponsorship-prospectus-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. - [Lead Generation Whitepaper](https://trydoku.com/templates/sales-whitepaper-word-template): Professional sales and client proposal template designed to establish clear deliverables, project timelines, and pricing. ### Legal Templates - [Non-Disclosure Agreement](https://trydoku.com/templates/legal-nda-word-template): Download our free mutual NDA template for Microsoft Word (.docx). Legally formatted with clauses to protect confidential company data. - [Master Services Agreement](https://trydoku.com/templates/legal-msa-word-template): Download a free Master Services Agreement (MSA) template for Microsoft Word (.docx). Covers payment terms and termination guidelines. - [Subcontractor Agreement](https://trydoku.com/templates/legal-subcontractor-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [Terms of Service](https://trydoku.com/templates/legal-tos-word-template): Download our free website Terms of Service template for Word (.docx). Formatted with sections for user rules and liability limits. - [Data Processing Agreement](https://trydoku.com/templates/legal-dpa-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [IP Assignment Form](https://trydoku.com/templates/legal-ip-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [Compliance Audit Report](https://trydoku.com/templates/legal-compliance-audit-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [Board Meeting Minutes](https://trydoku.com/templates/legal-board-minutes-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [Cease and Desist Letter](https://trydoku.com/templates/legal-cease-and-desist-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. - [Power of Attorney](https://trydoku.com/templates/legal-poa-word-template): Legally binding contract framework outlining agreement covenants, terms of use, and jurisdictional rules. ### Operations Templates - [Standard Operating Procedure](https://trydoku.com/templates/operations-sop-word-template): Download our free Standard Operating Procedure (SOP) template for Microsoft Word (.docx). Document facility workflows and checklists. - [Project Status Report](https://trydoku.com/templates/operations-status-report-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Commercial Lease Agreement](https://trydoku.com/templates/operations-lease-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Property Inspection Report](https://trydoku.com/templates/operations-inspection-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Inventory Reorder Request](https://trydoku.com/templates/operations-inventory-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Business Continuity Plan](https://trydoku.com/templates/operations-bcp-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Bill of Lading](https://trydoku.com/templates/operations-bol-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. - [Shift Handover Report](https://trydoku.com/templates/operations-handover-word-template): Operations document template designed to track status checklists, standard operating guidelines, and site reviews. ### IT Templates - [Software Release Notes](https://trydoku.com/templates/it-release-notes-word-template): Download a free software release notes template for Word (.docx). Document system updates, new features, and bug fixes. - [Security Incident Report](https://trydoku.com/templates/it-incident-report-word-template): Technical documentation template optimized for release summaries, security compliance, and architecture logs. ## Full Context For the complete machine-readable documentation, API references, FAQs, and template variables mapping, see the full profile: [llms-full.txt](https://trydoku.com/llms-full.txt)