Excel File(XLSX)
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}}.
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.
Docupilot supports a variety of merge fields for you to use.
Tokens (Merge Field)
Condition (
if/else)Iterating inside a cell
Tables
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}}.
You can use condition to show or hide contents based on your data. Example If you are creating an invoice you want display CASH if the payment_mode is cash, else if the payment_mode is 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}}
Note : The if/else statement works only when incorporated in a single cell (i.e. the whole statement shall end in a single cell in excel sheet).
You can use the condition in three ways
ifstatement.if - elsestatement.if - else if - elsestatement.
Below are few examples :
Example | Description |
| if payment_status is not empty or blank. |
| if payment_status equal to paid (case-sensitive). |
| if payment_status not equal to paid (case-sensitive). |
| If price greater than 1000 |
| If price greater than and equal to 1000 |
| If price lesser than 1000 |
| If price lesser than 1000 |
| If payment status contains paid |
| If payment status does not contains paid |
| This is similar to logical operator OR. If status is open or on-hold. |
| This is similar to inverse logical operator OR. If status is not open or on-hold. |
| This is similar to logical operator AND. If status is open AND priority is high. |
You can use IF to hide sections/lines that do not have a value.Hide section example
Name: {{name}}{{#if address}}Address: {{address}}{{/if}}
In the above example when the Address is empty, the Address section will be removed.Hide empty lines example
{{name}}{{#if address}}{{address}}{{/if}}{{city}}{{country}}
In the above example when the Address is empty, the Address empty line will be removed to achieve better document formatting.
Multiple entries inside a cell can be incorporated by using the following syntax.
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.
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