Do I need a Word template?
No. Template mode fills an existing .docx. Quick mode builds a clean document directly from your spreadsheet headers and values.
Upload your spreadsheet and Word template. doctagd maps columns to placeholders, lets you preview the result, then generates the full batch as editable Word documents or PDFs.
Keep your existing Excel data and Word layout. doctagd handles the repetitive field-by-field work while you stay in control of the mapping and output.
Choose an .xlsx or .csv spreadsheet and the .docx template you already use.
Review suggested column-to-placeholder matches and preview one populated row.
Generate one named DOCX or PDF per row and download the files together in a ZIP.
Smart Mapping can suggest spreadsheet sources, joined columns, and formatting for selected Word fields. Review computed sample results before accepting anything, then save approved rules for repeatable runs without another analysis.
How Smart Mapping worksAsk for help when a first-time field match is unclear.
Propose direct sources, joins, and common formatting options.
Inspect sample results and accept or dismiss every change.
The starter pack contains anonymised Excel data, a Word template with placeholders, and the finished documents. Open all three to see exactly what doctagd changes and what it leaves alone.
Download the free starter packZIP file · no account required
Input
service-agreements.xlsx
3 rows of sample data
Template
service-agreement-template.docx
Word layout + placeholders
Output
generated-documents/
3 populated Word files
Each guide covers one job end to end, including the setup that makes the next run faster.
Tag the document you already use, map each placeholder to a spreadsheet column, and keep the original layout intact.
Turn every row into its own named file and download the run as a single ZIP, without a mail merge macro.
Take the Excel export from Microsoft Forms and give every response a readable, shareable document.
Template mode is built for fixed layouts. Quick mode handles form-style summaries when the spreadsheet itself is the document.
Fill parties, dates, fees, clauses, and signature blocks from each spreadsheet row.
Create one named certificate per attendee while keeping the original Word layout.
Generate consistent client quotes, including grouped line items and formatted totals.
Turn form exports into readable approval documents without copying sixteen fields by hand.
Use Quick mode to create clean DOCX or PDF summaries when no template exists.
Explore seven practical document recipes and the features each one uses.
A saved config keeps the template, expected columns, formatting, and confirmed mappings together. Upload the next spreadsheet and doctagd flags renamed or missing columns before they reach a document.
How saved configs workKeep the working template and mapping ready for the next batch.
Review missing or renamed spreadsheet columns before generation.
Render one populated row before using the full document allowance.
doctagd is deliberately narrow: structured spreadsheet data in, familiar business documents out.
Preserve your template’s tables, headers, footers, branding, and page setup.
Turn each row into a named document instead of one long merged file.
Preview a real populated row before generating every output.
Save a working mapping and reuse it when the next export arrives.
Session uploads and generated files become eligible for deletion after 24 hours and are cleared by a daily cleanup.
Templates you deliberately save remain available so the workflow can be reused.
Every finished document counts toward the same monthly allowance. Paid plans also include Smart Mapping analyses for first-time setup and later repairs.
For testing a real spreadsheet and template before you buy.
For document runs that return every week or month.
For higher-volume operational document work.
Annual plans include two months free. Previews and failed generations do not use your allowance.
Run a saved config from Zapier, Make, n8n, or your backend using Excel or JSON rows. The browser workflow stays the simplest place to start.
The practical details that matter when business data and Word templates are involved.
No. Template mode fills an existing .docx. Quick mode builds a clean document directly from your spreadsheet headers and values.
Template mode keeps the layout, branding, tables, headers, and footers in your Word file while replacing its placeholders.
A saved config compares the new spreadsheet with the expected headers and flags missing mapped columns before generation.
Uploads use private storage. Temporary session files become eligible for deletion after 24 hours and are cleared by a daily cleanup; templates deliberately saved in a config remain available for reuse.
No. The free plan includes 10 generated DOCX documents per month and does not require a payment card.
Not through a native connector yet. Export responses to Excel and upload the file, or use the API with an automation platform.
No. On Pro and Business, Smart Mapping can suggest sources, joins, and formatting during the first template setup or a later repair. You see sample results and choose what to accept.
Start with 10 documents per month. No card required, and you can preview a row before generating the batch.