Below is a sample of how a placeholder looks in a real document:
Your appointment is scheduled for {{appointment_date}} at {{location_name}}.
1. What is a Template?
A template is a standard document (Word or PowerPoint) that contains "placeholders". These are special tags that Snowmaple Doc identifies and replaces with your specific data. It allows you to generate hundreds of personalized files from a single master layout.
2. Creating Placeholders
Placeholders are simple text wrapped in double curly braces. You can name them anything you like, as long as they contain no spaces.
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{{name}}— Simple and effective. -
{{invoice_number}}— Use underscores instead of spaces. -
{{AmountDue}}— CamelCase also works perfectly.
{{name}} bold and red in Word, the actual name will also be bold and red in the output. 3. Supported File Formats
Snowmaple Doc is designed to work with the tools you already use. There is no special software required to create your templates.
Microsoft Word
The most flexible format. Support headers, footers, and tables.
PowerPoint
Great for certificates, reports, and personalized presentations.
4. Structuring your Data
When you upload an Excel or CSV file, Snowmaple Doc looks for column headers that match your placeholders. For example, if your template has {{Company}}, your Excel file should have a column named Company.
Ready to try it out?
Download our official sample template to see a perfect example in action.