Which Type of Document Should I Use?

Are you unsure about what type of template you should use for your document? Let us help you decide by answering a few quick questions!

Do You Already Have a Document You'd Like to Use?

Yes No

Great! You should consider the Document Builder. Not only does it contain a WYSIWYG editor similar to Word, but you can also use more complex functions since it's an HTML editor. You can heavily customize with lots of styling if you're familiar with HTML/CSS, or you can keep it as simple as you want.

Do You Have Formatting You Wish to Maintain?

Yes No

Awesome! You should probably use a fillable PDF as your Document Template. Unlike the Build Your Own documents, you cannot change the structure of the template once it has been uploaded to Documents. One nice feature about using a fillable PDF is the option to make edits once a document is merged. You will need to create the fillable PDF (with software like NitroPDF) before you can upload the template to Documents. Keep in mind, you cannot make any edits to the PDF template once it's uploaded. To make changes, you'll need to upload a new version of the PDF template.

Ok, What Kind of Data Are You Dealing With?

Words Numbers Dynamic Presentations

You'll probably want to use a Word template. Word documents are for those of you that want to edit a document after a merge has taken place. Much like the Fillable PDF, you will upload a Word DOCX file (with the Merge Fields already defined in it). Any subsequent changes to the template mean it will need to be re-uploaded. One benefit of a DOCX file is that you can open and modify the file after a merge. Click here for more information.

Need to run calculations on data that is coming in from your merge or use other advanced features of a spreadsheet? Simply upload your Excel spreadsheet with merge fields already in the cells, and we'll automatically put the data in your spreadsheet. Click here for more information.

Quickly create a customized sales presentation, slide deck, and more by using a PowerPoint presentation as your template. Upload the presentation with your merge fields on any number of slides, and we'll automatically merge the data right into the slide deck. Click here for more information.