Introduction
S-Docs allows you to generate documents on the Salesforce platform in a variety of different formats. Each format has its own unique advantages, so we recommend reviewing the article(s) that correspond to your chosen format(s) in the Understanding Template Formats section of the Knowledge Base.
S-Docs templates only support 1 output format each, but you can clone templates and save them as different formats as needed.
Document Formats Built With The Template Editor
Templates can be built for the following document formats in the S-Docs Template Editor, directly in Salesforce.
PDF is one of the most common document formats used with S-Docs. The output is consistent across different devices and operating systems, content is self-contained, and the document cannot be easily edited after generation. This format is great for quotes, invoices, or product information sheets.
However, PDF templates only support a limited number of fonts and CSS styling. Read more about PDF templates here.
DOC
DOC templates output as Microsoft Word .doc files, and are great for documents that need to be tweaked or edited after generation. You can leverage the full power of the S-Docs Template Editor to merge in complex Salesforce data while also taking advantage of Microsoft Word features. Read more about DOC templates here.
DOC-NEW
DOC-NEW templates are similar to DOC templates in that they output as Microsoft Word DOC files. However, DOC-NEW templates can include next-page section breaks, which are subdivisions of a single document and can be formatted separately from one another. For example, one section can be landscape while the other is portrait. Read more about DOC-NEW templates here.
HTML
HTML templates output as emails when generated with other documents, allowing you to pair your documents with professionally branded email communications. They can also fill in email fields like Subject, From, To, CC, and BCC. Read more about HTML templates here.
XLS
XLS templates output as Microsoft Excel XLS files. They're great for merging large related lists into documents like product rate sheets. However, it's important to note that multiple sheets are not supported. Read more about XLS templates here.
CSV
CSV templates output as CSV files. They are simple to build and their generated files can be used across a variety of spreadsheet programs. Read more about CSV templates here.
XML
XML templates output as XML files for use with other systems. Read more about XML templates here.
JSON
JSON templates are used to store information for use with other S-Docs functions. Read more about JSON templates here.
Component
Component templates are templates designed to be merged into other templates. They cannot be generated as standalone documents and do not show up in the template selection list when users generate documents. They're great for merging in content that must appear in multiple documents, such as a standard Terms & Conditions clause. Read more about component templates here.
Document Formats Built Outside S-Docs
Templates that output in the following formats must be built outside of the S-Docs Template Editor (namely Microsoft Word, Excel, and PowerPoint).
DOCX
DOCX templates output as Microsoft Word DOCX files. They're built in Microsoft Word and then uploaded to S-Docs, which means you're able to leverage Microsoft Word features like redlining and restricted editing. However, they do come with limitations and are not ideal for documents that must merge in complex related lists or rich text. Read more about DOCX templates here.
PPTX
PPTX templates output as Microsoft PowerPoint PPTX files. They're built in Microsoft PowerPoint and then uploaded to S-Docs, which means you can create presentations using a familiar interface and leverage the power of S-Docs to merge in your Salesforce data. However, they come with the same limitations as DOCX templates and are not ideal for merging complex related lists or rich text. Read more about PPTX templates here.
XLSX
XLSX templates output as Microsoft Excel XLSX files. They're built in Microsoft Excel and then uploaded to S-Docs. This format supports limited data merging (related lists are not supported). It is generally recommended that you use XLS templates instead when possible. Read more about XLSX templates here.
PDF-Upload
PDF-Upload templates are built using any external PDF editor of your choice, and then uploaded to S-Docs. Once uploaded, you can drag and drop merge fields and (when applicable) S-Sign fields onto your document with the template editor. However, PDF upload files come with certain limitations; namely, they do not support related lists, SOQL queries, or component templates. Read more about PDF-Upload templates here.
Tags: Components, Format-Specific, Microsoft, Template Editor