Document Templates

Upload your own branded Microsoft Word templates and let Servantium merge in engagement and quote data automatically. Generate proposals and SOWs in seconds.

Note

For a high-level comparison of how templates and data schemas differ, see the Templates vs. Data Dictionaries overview.

Quickstart

Navigate to Settings > Document Templates to upload and manage your organization’s document templates.

In-Depth

Servantium uses standard Microsoft Word (DOCX) files as templates. This allows you to maintain your brand’s exact styling, typography, and layout while automating the insertion of data.

Creating and Uploading

  1. Design your template in Microsoft Word.
  2. Use Merge Fields to indicate where data should be inserted (e.g., {{engagement.name}}, {{quote.total}}).
  3. In Servantium, go to Settings > Document Templates.
  4. Click Create, enter a title, and upload your DOCX file.

How it works

When a user generates a document from an engagement or quote, the backend merging engine:

  1. Fetches the template.
  2. Scans for all merge fields.
  3. Resolves those fields using data from the specific Engagement, Quote, Organization, and the User’s Profile.
  4. Generates a final, ready-to-send PDF or DOCX file.
Note

For a complete list of available merge fields and advanced formatting options (like tables and conditional logic), refer to the Documents Guide.

Need more help?

Our support team is available to assist you.

Contact Support