Comment on page

Excel File(XLSX)

This section helps you to generate dynamic Excel Spread Sheets.

Getting Started
You can use Excel Spread Sheets ( .xlsx is the supported format ) as your document template, you can build your document in Ms Excel, Google Sheets or other supporting platforms and then upload it to Docupilot as a .xlsx file. Replace the info in excel sheet like client name, client company name to {{client.name}} and {{client.company}}.
Excel Spread Sheet (.xlsx) template overview.
Uploading XLSX
Updating XLSX
If you want to make changes to your Excel Spread Sheet make changes in MS Excel, Google Sheets etc , and upload it to Docupilot as a .xlsx file.
Types of Merge Fields
Docupilot supports a variety of merge fields for you to use.
Tokens (Merge Field)
Condition (if-else & unless-else)
Iterating inside a cell
Tables
Tokens (Merge Field)
These are simple fields embraced in {{}}. When you provide your custom data, Docupilot will replace these fields with the data. For example {{email}}, {{clientname}}, {{company_name}}.
If you want to group your fields you can use dot(.) while defining the tokens. For example your client has first name & last name, you can write the tokens as {{client.first_name}}, {{client.last_name}}.
Condition (if-else & unless-else)
You can use conditional statements to show or hide contents based on your data. For example, If you are creating an invoice, you want to display CASH if the payment_mode is cash, else if the payment_mode is the card you want to show CARD.
{{#if payment_mode "==" "cash"}}
CASH
{{else if payment_mode "==" "card"}}
CARD
{{else}}
Please Insert preferred Mode of Payment{{/if}}
{{#unless payment_mode "in" "cash, card"}}
Please Insert the preferred Mode of Payment
{{else unless payment_mode "==" "card"}}
CASH
{{else}}
CARD
{{/unless}} 
Note: The if/else & unless/else statements work only when incorporated in a single cell (i.e. the whole statement shall end in a single cell in an excel sheet).
You can use the conditional statements in the following ways
if Statement.
if-else Statement.
if-else if-else Statement.
unless Statement.
unless-else Statement.
unless-else unless-else Statement.
Below are a few examples :
Example
Description
{{#if payment_status}} 
{{/if}}
if payment_status is not empty or blank.
{{#if payment_status "==" "paid"}} 
{{/if}}
if payment_status equal to paid (case-sensitive).
{{#if payment_status "!=" "paid"}}
 {{/if}}
if payment_status not equal to paid (case-sensitive).
{{#if price ">" 1000}}
 {{/if}}
If price greater than 1000
{{#if price ">=" 1000}} 
{{/if}}
If price greater than and equal to 1000
{{#if price "<" 1000}} 
{{/if}}
If price lesser than 1000
{{#if price "<=" 1000}} 
{{/if}}
If price lesser than 1000
{{#if payment_status "contains" "paid"}}
{{/if}}
If payment status contains paid
{{#if payment_status "not_contains" "paid"}}
{{/if}}
If payment status does not contains paid
{{#if status "in" "open, on-hold"}}
{{/if}}
This is similar to logical operator OR.
If status is open or on-hold.
{{#if status "not_in" "open, on-hold"}}
{{/if}}
This is similar to inverse logical operator OR.
If status is not open or on-hold.
{{#if status "==" "open"}}{{#if priority "==" "high"}}
{{/if}}{{/if}}
This is similar to the logical operator AND.
If the status is open AND priority is high.
{{#unless payment_status}} 
{{/unless}}
Unless payment_status is not empty or blank.
{{#unless payment_status "==" "paid"}} 
{{/unless}}
Unless payment_status is equal to paid (case-sensitive).
{{#unless payment_status "!=" "paid"}}
 {{/unless}}
Unless payment_status is not equal to paid (case-sensitive).
{{#unless price ">" 1000}}
 {{/unless}}
Unless price is greater than 1000
{{#unless payment_status "contains" "paid"}}
{{/unless}}
Unless payment status contains paid
{{#unless status "in" "open, on-hold"}}
{{/unless}}
This is similar to the logical operator OR.
Unless the status is open or on-hold.
{{#unless status "==" "open"}}{{#unless priority "==" "high"}}
{{/unless}}{{/unless}}
This is similar to the logical operator AND.
Unless status is open AND priority is high
Hiding Empty Sections & Lines
You can use If/Unless to hide sections/lines that do not have a value. Hide section example
1. Name: {{name}}
   {{#if address}}Address: {{address}}{{/if}}
2. Name:{{name}}   
   {{#unless address "==" ""}}Address: {{address}}{{/unless}}   
In the above examples when the Address is empty, the Address section will be removed. Hide empty lines examples
1. {{name}}{{#if address}}
   {{address}}{{/if}}
   {{city}}{{country}}
2. {{name}}{{#unless address "==" ""}}
   {{address}}{{/unless}}
   {{city}}{{country}}
In the above example when the Address is empty, the Address empty line will be removed to achieve better document formatting.
Iterating inside a cell
Multiple entries inside a cell can be incorporated by using the following syntax.
Iterating inside a cell in an Excel Sheet
Output for above input.
Tables 
Format
The Format for inserting tables into a XLSX file or an Excel Spreadsheet is as follows.
{{table:ITEMS.PROPERTY}}
Example : 
{{table:line_items.name}}
{{table:line_items.qty}}
{{table:line_items.amount}}
Here for the field namedline_items we have name,amount and qty as the properties.
Example : In the below example we can see that there are fields Name,Price and Quantity in the table line_items.
Inserting a table in Excel Sheet.
Example output of a table in Excel Sheet.
​

Word Document (DOCX) & PowerPoint (PPTX)

Fillable PDF

Last modified 1mo ago

Example	Description
`{{#if payment_status}}` `{{/if}}`	if payment_status is not empty or blank.
`{{#if payment_status "==" "paid"}}` `{{/if}}`	if payment_status equal to paid (case-sensitive).
`{{#if payment_status "!=" "paid"}}` `{{/if}}`	if payment_status not equal to paid (case-sensitive).
`{{#if price ">" 1000}}` `{{/if}}`	If price greater than 1000
`{{#if price ">=" 1000}}` `{{/if}}`	If price greater than and equal to 1000
`{{#if price "<" 1000}}` `{{/if}}`	If price lesser than 1000
`{{#if price "<=" 1000}}` `{{/if}}`	If price lesser than 1000
`{{#if payment_status "contains" "paid"}} {{/if}}`	If payment status contains paid
`{{#if payment_status "not_contains" "paid"}} {{/if}}`	If payment status does not contains paid
`{{#if status "in" "open, on-hold"}}` `{{/if}}`	This is similar to logical operator OR. If status is open or on-hold.
`{{#if status "not_in" "open, on-hold"}}` `{{/if}}`	This is similar to inverse logical operator OR. If status is not open or on-hold.
`{{#if status "==" "open"}}{{#if priority "==" "high"}}` `{{/if}}{{/if}}`	This is similar to the logical operator AND. If the status is open AND priority is high.
`{{#unless payment_status}}` `{{/unless}}`	Unless payment_status is not empty or blank.
`{{#unless payment_status "==" "paid"}}` `{{/unless}}`	Unless payment_status is equal to paid (case-sensitive).
`{{#unless payment_status "!=" "paid"}}` `{{/unless}}`	Unless payment_status is not equal to paid (case-sensitive).
`{{#unless price ">" 1000}}` `{{/unless}}`	Unless price is greater than 1000
`{{#unless payment_status "contains" "paid"}} {{/unless}}`	Unless payment status contains paid
`{{#unless status "in" "open, on-hold"}}` `{{/unless}}`	This is similar to the logical operator OR. Unless the status is open or on-hold.
`{{#unless status "==" "open"}}{{#unless priority "==" "high"}}` `{{/unless}}{{/unless}}`	This is similar to the logical operator AND. Unless status is open AND priority is high