Document generation via Office templating: Streamline your workflow with ease

Generating customized documents at scale — like contracts, invoices, reports, and HR forms — has long been a tedious and error-prone process. But with document generation via Office templating, organizations can automatically produce high-quality documents using familiar Office formats and structured data.

In this post, we’ll show how Nutrient’s Office templating solutions make it easy to automate document workflows across a range of use cases, and why it’s a powerful tool for any team that regularly produces business-critical documentation.

What is document generation via Office templating?

Office templating is a modern approach to document generation that uses editable Microsoft Office files (like DOCX) as templates. These templates contain placeholders (e.g. {{ClientName}}, {{InvoiceTotal}}) that can automatically be filled with dynamic data — typically from a CRM, form, database, or spreadsheet.

The result: Instant, standardized, and personalized documents that can be exported as PDFs or sent directly to customers and colleagues.

Common use cases include:

• Generating contracts or agreements from HR or legal systems

• Auto-creating invoices or financial reports from transactional data

• Populating marketing collateral with customer-specific content

• Generating performance reviews and internal IT reports

How Office templating works in Nutrient

Nutrient provides flexible tools for Office templating that support everything from one-off DOCX generation to enterprise-scale document pipelines.

The process

1. To create a DOCX template, use Microsoft Word to design your template with text placeholders such as {{EmployeeName}} or {{MonthlySummary}}.

2. Structure your input data in JSON format to match the placeholders.

3. Optionally, define custom delimiters or logic (like loops or conditional sections).

You can output a formatted Word file or convert it directly to PDF using Nutrient’s rendering engine.

Which Nutrient products support Office templating?

Depending on your use case, you can use Nutrient’s Office templating functionality in different ways across your ecosystem.

1. Document Engine

Document Engine provides a dedicated Office Templating API, which is ideal for server-side, high-volume DOCX and PDF generation.

Best for: Backend developers building scalable, high-volume systems.

How it works: Leverages the dedicated Office Templating API, allowing DOCX templates to be populated with JSON data and returned as DOCX or PDF.

Setup and flow

1. Prepare a DOCX file with placeholders like {FirstName}, {Total}, etc. The default delimiters are { and }.

2. Use the Document Engine API to:

   • Upload the template.

   • Provide a template model (JSON data).

   • Request output as DOCX or PDF.

3. Receive a downloadable document in response.

Example API request

curl -X POST http://localhost:5000/api/process_office_template \
  -H 'Authorization: Token token=<API token>' \
  -H 'content-type: multipart/form-data' \
  -F 'document=@/path/to/template.docx'
  -F 'model={
    "config": {
      "delimiter": {
        "start": "{{",
        "end": "}}"
      }
    },
    "model": {
      "CustomerName": "Alice Johnson",
      "InvoiceNumber": "INV-1001",
      "Total": "$1,200.00"
    }
  }' \
  --output result.docx

The API supports:

• Text replacement for placeholders

• Loops for repetitive content (e.g. invoice line items)

• Custom delimiters (default: { and })

• Automatic document reflow as content changes

2. Web SDK + Document Engine (combined)

Nutrient Web SDK with Document Engine delivers the most comprehensive document solution, merging browser-based document handling with robust server-side processing capabilities.

Best for: Enterprise applications requiring both interactive user interfaces and high-performance document generation.

How it works: Leverage Web SDK for client-side document viewing/editing, while utilizing Document Engine’s powerful server-side templating and processing.

Key benefits

• Create rich document experiences with Web SDK’s UI components

• Offload resource-intensive processing to Document Engine

• Enable real-time collaboration on documents with Instant Collaboration

• Support large documents with optimized streaming from server to client

This combined approach provides superior performance for document-heavy applications while maintaining an excellent user experience.

3. Web SDK (standalone)

Nutrient Web SDK supports templating in JavaScript using PSPDFKit.populateDocumentTemplate() and PSPDFKit.convertToPdf(). This enables direct template merging and PDF generation in the browser or headless environments

Best for: Web developers using JavaScript.

Sample workflow

1. Load the Word .docx document into the Web SDK.

2. Optionally, allow users to review or edit.

3. Use exportPDF() to convert the template.

4. Trigger a download or save the PDF result.

Example: Generating a PDF from a Word template in JavaScript

const data = {
	config: {
		delimiter: {
			start: '{{',
			end: '}}',
		},
	},
	model: {
		name: 'Alex Smith',
		text: 'Hello World!',
		amount: '$249.99',
	},
};

const buffer = await PSPDFKit.populateDocumentTemplate(
	{
		document: 'template.docx',
	},
	data,
);

const pdfBuffer = await PSPDFKit.convertToPdf(
	{
		document: buffer,
	},
	PSPDFKit.Conformance.PDFA1A,
);

Using loops

const data = {
	config: {
		delimiter: {
			start: '{{',
			end: '}}',
		},
	},
	model: {
		loop1: [
			{ loopDesc1: 'Monday', loopDesc2: 'Tuesday' },
			{ loopDesc1: 'Wednesday', loopDesc2: 'Thursday' },
			{ loopDesc1: 'Friday', loopDesc2: 'Saturday' },
		],
		loop2: [
			{ loopDesc: 'Red' },
			{ loopDesc: 'Orange' },
			{ loopDesc: 'Green' },
		],
	},
};

This templating engine supports full logic-based content control, including nested loops and dynamic reflow based on template design.

4. Workflow Automation Platform

Nutrient Workflow Automation Platform provides a no-code solution for generating DOCX or PDF documents directly from form submissions, process variables, or external integrations.

Best for: Non-technical users or teams building automated workflows.

How it works: Office Templating is available as a premium add-on task. Users can add this task into any automation process — for example, form submission triggers document creation.

Configuration steps

1. Upload a .docx template via the Workflow Automation process designer.

2. Map template placeholders to form inputs, database fields, or API variables.

3. Add the Office Templating task to your process.

4. Choose the output format (DOCX or PDF) and delivery step:

   • Email attachments

   • Cloud storage destinations

   • In-app document viewers

Check out the Workflow Automation documentation for detailed steps on setting up Office templating.

Benefits for business teams

• Auto-generate contracts, evaluations, reports, and more

• Link templates to form submissions or internal systems

• Standardize your document output with minimal user intervention

• Ensure compliance with pre-approved formats and wording

Use cases

• HR: Generate offer letters or performance reviews

• Sales: Auto-generate proposals from CRM entries

• IT: Create incident reports or compliance records

Learn more industry use cases:

• HR

• Finance

• Sales

• IT Services

Summary table

Office templating features

Nutrient’s Office templating engine supports:

• Text replacement — Replace any placeholder with dynamic data

• Loops – Generate repeated blocks (e.g. product tables, itemized lists)

• Custom delimiters — Use {} by default or define your own

• Multi-output support — Export to DOCX, PDF, or both

• Batch processing — Generate hundreds or thousands of documents at once

• Integration-ready — Works with Zapier, REST APIs, and custom code

Why choose Nutrient for Office templating?

• Powerful API and SDKs — Ideal for developers and automation pros

• User-friendly workflows — Designed for business users too

• Scalable — Supports high-volume and multi-user environments

• Secure — Cloud or on-premises deployments, with full data compliance

Start streamlining document generation today

Whether you’re automating employee contracts or generating thousands of invoices, Office templating with Nutrient makes document generation fast, scalable, and effortless.

Start your free trial or explore our documentation to see how Nutrient fits into your document automation strategy.

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