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DocsAutomator supports multiple template types so you can pick the best fit for your documents.
New: AI Template Generator (Beta) — Don’t want to build a template from scratch? Describe what you need and AI creates a complete Google Doc template with proper placeholder syntax, formatting, and layout.
Template type selection: Google Docs, Microsoft Word, or Upload an existing PDF

Template Types

Google Doc

Create templates directly in Google Docs using {{ placeholder }} syntax. Best for dynamic content with variable-length sections, line items, and conditional content.

PDF

Upload an existing PDF and use the visual editor to position data fields on top. Best for fixed-layout documents like tax forms, branded designs, or government docs.

Word (.docx)

Use a native Word file as your template with the same {{ placeholder }} syntax as Google Docs. Stays a .docx for its whole life and renders straight to PDF. Best when your team designs documents in Microsoft Word.

Which Should I Use?

Google DocPDFWord (.docx)
Dynamic content (variable-length text, line items)YesNoYes
Fixed layout (exact positioning)NoYesNo
Line items & repeating rowsYesNoYes (single level)
Nested (multi-level) line itemsYesNoNo
Conditional content (show/hide sections)YesNoYes
E-signaturesYesYesYes
Pixel-perfect designNoYesNo
Edit in Microsoft WordNoNoYes
If you’re not sure, start with a Google Doc template — it’s the most flexible option and supports all of DocsAutomator’s advanced features like line items, conditional content, and e-signatures.
Last modified on June 4, 2026