Documentation

Overview

TmplVision turns your Word documents into reusable PDF and HTML templates. The typical workflow involves two roles:

This guide covers the document creator workflow. For API integration, see the API Reference.

Creating a Template

Follow these steps to create a new template in the TmplVision dashboard:

1. Name your template — Give it a clear, descriptive name so you can easily find it later.
2. Add a description — Optionally describe what this template is used for.
3. Upload your .docx file — Drag and drop or click to upload your Word document. Maximum file size is 10 MB. Only .docx files are supported.
4. Save — Click save to create your template. The system will automatically detect all placeholders in your document.

Simple Text

Basic text replacement. Wrap your variable name in double curly braces. You can optionally provide a default value if the field is empty.

{{customer_name}}
{{company | default:N/A}}

Numbers

Format numbers as currency or with specific decimal places and locale.

{{price | format:currency | decimals:2 | currency:EUR | locale:de-DE}}
{{quantity | format:number | decimals:0}}

Dates

Format date values using a date format pattern.

{{invoice_date | format:DD.MM.YYYY}}
{{created_at | format:YYYY-MM-DD}}

Images

Insert images into your document. Specify width and height in centimeters. When generating via the API, upload the image file using the image_<key> field name in the multipart request.

{{logo | width:6cm | height:4cm}}
{{signature | width:8cm | height:3cm}}

Conditionals

Show or hide sections of your document based on conditions. Supports comparison and logical operators.

{{#if show_discount}}
  Discount applied!
{{#else}}
  No discount
{{/if}}

Operators

Loops

Repeat content for each item in a list. Useful for tables, line items, and lists.

{{#each items}}
  {{@number}}. {{name}} - {{price}}
{{/each}}

Loop Variables

Text Transforms

Transform the case of text values.

{{name | uppercase}}
{{email | lowercase}}
{{title | capitalize}}

Test Center

The Test Center lets you preview your template with sample data before using it in production.

1. Open a template — Navigate to your template's detail page.
2. Switch to the Test Center tab — Click on the "Test Center" tab at the top.
3. Fill in test values — Enter sample data for each placeholder detected in your template.
4. Generate — Click the generate button to create a test document.
5. Download — Download the generated PDF to review the output.

Packs

Packs let you bundle multiple templates together and process them in a single request. The result is a single merged PDF containing all generated documents in the order you define.

Creating a Pack

1. Name your pack — Give it a clear name that describes the bundle.
2. Add a description — Optionally describe the purpose of this pack.
3. Select templates — Drag and drop templates from the available list to add them to the pack. You can reorder them by dragging.
4. Save — Click save to create your pack. The templates will be processed in the order shown.

Testing a Pack

Test your pack by generating a merged document with sample data:

1. Open the pack — Navigate to the pack's detail page.
2. Fill in values per template — Each template in the pack has its own set of placeholders. Fill in test data for each one.
3. Generate — Click generate to create the merged PDF containing all templates.
4. Download — Download and review the generated PDF.

HTML Generation

When generating HTML output from your Word templates, the following elements are fully supported:

• Paragraphs, headings, lists (ordered and unordered)
• Bold, italic, underline, strikethrough
• Tables (basic structure)
• Hyperlinks
• Images (embedded as base64-encoded inline images)

For pixel-perfect output that preserves the full Word layout, use the PDF generation endpoint instead.

For Developers

Once a document creator has set up and tested a template, developers can integrate document generation into any application using the REST API.

The API lets you:

• Generate PDFs or HTML documents by sending variable data and image uploads
• List all previously generated documents for a template
• Download generated documents

Authentication uses an API token passed in the x-apitoken header. Tokens can be generated from the TmplVision dashboard.