Example recipes.
Seven concrete documents we've validated end-to-end. Each entry notes which mode to pick, which features it exercises, and one gotcha we hit while building it. Use them as a starting shape for your own templates.
Client service agreement
A two-page contract with around 12 placeholders - parties, dates, fees, payment terms, and signature blocks.
- Placeholders only
- Filename-from-column
- Saved-config friendly
Save the config after the first run. Future renewals are a one-click re-upload.
Certificate (landscape, batch)
One certificate per row in a landscape Word template - awards, attendance certificates, course completions.
- Landscape layout
- Multi-row run → zip
- Recipient name as filename
Landscape templates are preserved as-is. Keep the layout in Word; doctagd only fills the placeholders.
Software quote with line items
Sales quote with a fixed header (client, validity, totals) and a Word table that repeats per product line.
- Table-row loop
- Grouped by deal_id
- Multi-line cells (bullets)
Wrap the line item row in {#items}…{/items}. Pick deal_id as the grouping ID on /map.
IT access request
Operational form with 16 narrow fields - system access, approval chain, business justification. Optional fields are common.
- Many placeholders
- Optional cells
- Approval workflow
Leave optional cells blank in Excel - the output will simply skip the value.
Packing slip
One slip per shipment with multi-line shipping addresses, customer notes, and item totals.
- Multi-line addresses
- Newline preservation
- Order ID as filename
Use Alt+Enter inside a single Excel cell to keep multi-line addresses; doctagd preserves line breaks.
Contract with discount clause
Advanced template: header placeholders + repeating line items + a discount clause that shows or hides based on a column value.
- Loops
- Positive + inverted conditions
- Grouped output
Use {#show_discount}…{/show_discount} for the active clause and {^show_discount}…{/show_discount} for the fallback paragraph.
Form responses → fielded docs
Typeform, Google Forms, Jotform export - convert each response into a polished, form-style document without authoring a template.
- No template authoring
- Auto bullet detection
- Per-field formatting
Pick a recognisable column (name, ID, date) as the filename column so the zip is browsable.
Want a downloadable starter pack?
We're packaging the Excel + Word pairs above as a downloadable starter pack. Until that ships, the fastest path is to upload your own draft template - the mapping screen will suggest placeholders against your real columns.
Next: how Word placeholders work, or how to structure the Excel side.