Pandsoftware Docs: Effortless Document Generation from DOCX Templates

Pandsoftware Docs is a straightforward, powerful system designed to convert your existing DOCX files into dynamic, data-driven document templates. Say goodbye to manual data entry and start generating complex documents instantly.

The Simple, Four-Step Workflow

• Prepare Your Template: Create your standard document in Microsoft Word (DOCX format) and insert plain text placeholders where dynamic data is needed.
• Upload to System: Upload the finalized DOCX template into Pandsoftware Docs.
• Data Input Form: When creating a new document, the system automatically parses the placeholders and transforms them into an intuitive, web-based input form.
• Generate & Share: Fill out the form, click 'Create,' and your final, populated DOCX or PDF document is instantly generated. You can also specify a recipient and use the Send by Email feature to deliver the document directly.

Dynamic Placeholders: Smart Data Mapping

Our system uses clear naming conventions and specific suffixes to ensure the correct data type and input field is rendered:

Naming Convention:

Placeholders are written using CamelCase and enclosed in ${}:

• Simple Field: ${FieldName}
• Table Data: ${TableName.FieldName}

Reserved Fields (Profile Data):

The system automatically populates common user data from the profile:

• ${MySignature}: User's profile signature
• ${MyName}: User's full name
• ${MyPhone}: User's phone number
• ${MyEmail}: User's email address

Advanced Input Types & Media:

You can append suffixes to placeholders to control the input type on the form or manage media:

Default input type is plain text.

Next Steps

This article covers the core generation features. We will detail the advanced capabilities, including API integration and Hooks for customized automation, in a follow-up article.

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