Variables to use in Google Docs Template

Welcome to our guide on using Google Docs templates to generate PDFs with variable data types. If you want to streamline your document creation process, you're in the right place! Let's dive into how you can leverage Google Docs templates for your data-driven PDF needs.

Understanding Google Docs templates

Google Docs templates are the best and easiest solution for creating consistent documents without starting from scratch every time. When combined with variable data, they become even more powerful, allowing you to customize documents for different needs.

What are variable types?

Variable types are placeholders in your templates that can be replaced with specific data (in the Typeflow context, with Airtable data). Think of them as the secret sauce that personalizes each document.

List of variables that works with Typeflow

1. {{image_xxx}} : Used to implement images. You can choose the image's width. Images can only be implemented with this variable

2. {{URL:text_to_add_link}}: Use this variable to add a link to a text.

3. {{section_xxx}} multiple paragraphs{{/section_xxx}} : Use this variable if you want to show conditionally this section, based on a variable.

4. {{loop_x}}: Use this variable in a table, in the first cell. You can then access all fields from linked table records fields choose. Also, the table will adjust in size based on the number of line items in your fields.

5. {{variables}}: Use this variable to replace other data.

6. For Nested Line Items, here are the two needed variables:

   1. In the main row: {{nested_x}}

   2. In the row below: {{nested_items_x}}

7. For Product table, use the variable {{table_loop_x}}

Setting up your Google Docs template

To make the most of Google Docs templates, you must set them up correctly to integrate variables seamlessly. Here's a step-by-step guide to help you get started:

1. Create a new document in Google Docs and design your template layout. This includes adding all static content and placeholders for dynamic data.

2. Identify where each variable type will be used. For example, use placeholders like {{ClientName}} for text variables.

3. Save your template with a descriptive name so you can easily find it later.

If you encounter any issues while implementing or using Typeflow, please get in touch with k@typeflow.us. We're here to help!