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Smart Template Management

One Template, Millions of Documents

Create document templates once, use them forever. Define dynamic fields, set up conditional content, and generate personalized documents automatically. Integrates with Excel, CRM, and databases for automated document generation.

Smart Template Management

What is Dynamic Template?

Template management allows you to create reusable document templates with variable fields. Instead of creating documents from scratch, use templates to generate personalized documents automatically.

Word & PDF Support

Create templates in Microsoft Word or PDF. Existing documents easily convert to templates.

Smart Variables

Define variables like {{name}}, {{amount}}, {{date}}. System fills them automatically.

Conditional Content

Show/hide sections based on conditions. Create dynamic tables and lists.

Technical Features

Advanced template engine for enterprise document management with powerful variable handling.

Technical Specifications

Supported Formats Word (.docx), PDF, HTML
Variable Types Text, Number, Date, List, Table
Conditional Logic IF, ELSE, LOOP, CALCULATE
Data Sources Excel, CSV, API, CRM
Version Control Automatic versioning
Template Sharing Department & user based
Preview Real-time preview
Language Support Multi-language templates

Integrations

Microsoft Office Google Workspace Salesforce HubSpot SAP Oracle

Reduce Document Prep Time by 90%