Excel-only mode

Quick mode: skip the Word template.

Upload an Excel and we'll turn each row into a clean, form-style document - one Heading per column, the value underneath. Free users download DOCX; Pro and Business users can choose DOCX or PDF. No template authoring, no placeholders to match.

Best for form responses

Typeform, Google Forms, Jotform, support exports - anything that already looks like fields and values.

You choose the columns

On the Confirm screen, toggle each column on or off, choose DOCX/PDF output, and optionally pick one as the filename.

Smart suggestions

Sparse-fill, full-repeat, and delimited cells are auto-detected so you don't hand-tune anything.

When to use Quick mode

Quick mode is the right choice when the underlying data is your document - survey answers, IT request fields, onboarding intake. Use template mode (Mapped) when there is a contract, certificate, or branded letter that needs a fixed layout.

What Quick mode produces
# For each row →

Client name
Acme Innovations Ltd

Project start
1 June 2026

Services
• Strategy
• Implementation
• Support

The Confirm screen

After upload, the Confirm screen shows every column we detected. Toggle the ones you want included. Pick a column to use as each document's filename (otherwise we use the row number). Set a global document title that appears at the top of every output, and use the DOCX/PDF toggle to choose the browser download format.

Three controls per run
☑ Included columns        - toggle each header on/off
○ Filename column         - which value names the output
✎ Document title          - shown as Heading 1 on every doc

Per-field formatting rules

On the Confirm screen, expand a column and choose how to format its value: a date in a friendlier format, a currency (GBP, USD, EUR…), a number with set decimals and thousands separators, or change the letter case (UPPER, lower, Title). Styling (bold, size, prefix/suffix) and bullets apply on top. Rules are saved with the config so re-runs keep them.

Value formatters
agreement_date   date       → 13 May 2026
total_fee        currency   GBP → £4,800.00
quantity         number     2 dp, thousands → 1,250.00
client_name      case       Title → Acme Trading Ltd

Bullets and grouped output

When we detect delimited cells, an Apply button renders them as bullet lists. When we detect sparse-fill or full-repeat patterns, the grouped-output suggestion turns the rows into one document per parent record with a line-item table.

Suggestion cards (Confirm screen)
★ Delimited cells found in: Services
   → Apply to render as bullet list

★ Looks like line items grouped by: order_id
   → Apply to merge rows into one document per order

Save the run as a config

After confirming the column set and title, click Save as config. Future Excel exports of the same shape can be uploaded straight against the config - same columns, same formatting, no re-tuning. See the configs guide for details.

From Quick run to reusable config
1. /new?mode=quick → upload Excel
2. /confirm        → toggle columns, set title, apply suggestions
3. Save as config  → /configs/<id>
4. /configs/<id>   → drop a fresh Excel any time, or run via API

Tips

Keep headers human

Column headers become section titles. Title-case them in Excel and you skip a styling pass.

Use a filename column

A name, ID, or date column makes the zip contents browsable. Without it you get row-1.docx, row-2.docx.

Use PDF when sending out

DOCX is best when your team still needs to edit. PDF is available on Pro and Business for sending, filing, or approvals.

Empty cells are skipped

Columns with no value in a given row are omitted from that document - no blank headings.

Same data shape? Save it

The first time you tune Quick mode, save the config. Day-two becomes a one-click re-upload.

Next: prepare your Excel data, or reuse this run as a saved config.