XLS Templates


XLS templates allow you to merge data from Salesforce into Microsoft Excel XLS spreadsheets. They are built with the S-Docs Template Editor in Salesforce.

Main Advantages

XLS templates allow you to merge simple to complex related lists and merge fields into Excel spreadsheets. You can also write formulas directly in the template editor, which will evaluate when the XLS spreadsheet is generated.

Supported Features

Feature Supported?
Merge Fields
Related Lists
Conditional Logic
Live Edit
Runtime Prompts
HTML/CSS Source Editing
Named Queries
Template Header & Footer
Insert Component Templates
Mass Merge (Batch Generation)
Collect e-signatures with S-Sign

Recommended For

XLS templates are recommended for larger spreadsheets that require dynamic data, such as product rate sheets.

Main Limitations

Consider the following XLS limitations.

  • Only one sheet is supported per template; multiple sheets are not supported
  • While HTML table elements can be used to define each cell, it can sometimes be difficult to predict which cell a piece of data will be merged into
  • DOCX &  PPTX limitations also apply to XLS templates

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