sheet-to-doc

Sheet-to-Doc Real-World Application Cases: From Invitation Letters to Award Notifications

Sheet-to-Doc is a powerful automated document generation tool that can be applied to various scenarios, from simple invitation letter generation to complex contract generation. Today, I will introduce the specific application of Sheet-to-Doc in different scenarios through several real-world application cases, helping you better understand how to use Sheet-to-Doc to solve practical problems.

Case 1: Batch Generate Event Invitation Letters

Scenario Description

A company plans to hold a product launch event and needs to generate personalized invitation letters for 500 guests. Each invitation letter needs to include guest name, company, position, event time, location and other information, and needs to display different content according to guest level (VIP, ordinary guest).

Solution

Use Sheet-to-Doc’s batch document generation function, combined with conditional placeholders, to display different content according to guest levels.

Excel Data Preparation

Guest ID Name Company Position Level Event Time Event Location
G001 Zhang San Company A General Manager VIP 2026-01-15 14:00 Beijing International Convention Center
G002 Li Si Company B Department Manager Ordinary 2026-01-15 14:00 Beijing International Convention Center
G003 Wang Wu Company C Technical Director VIP 2026-01-15 14:00 Beijing International Convention Center

Word Template Design

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Dear Mr./Ms. {Name}:

Hello!

We sincerely invite you to participate in our company's product launch event, with the following details:

Event Time: {Event Time}
Event Location: {Event Location}

{#Level == "VIP"}Dear VIP guest, we have prepared exclusive seats and exquisite gifts for you, looking forward to your attendance!{/}
{#Level == "Ordinary"}Thank you for your support, we look forward to your participation!{/}

Sincerely,
Best regards

{Company Name}
{Date}

Generation Process

  1. Import Excel data in Sheet-to-Doc
  2. Upload Word template
  3. Use data comparison function to check placeholders
  4. Select Generation Mode 1 (Independent Documents)
  5. Customize file name: {Name}-{Company}-Invitation.docx
  6. Click the generate button to generate 500 invitation letters

Final Effect

Generated invitation letters contain personalized information, and display different content according to guest levels. Each invitation letter is an independent Word file, and the file name contains guest name and company, convenient for sending and management.

Advantages and Benefits

  • Improve Efficiency: From 2 days of manual generation to 10 minutes of automatic generation
  • Reduce Errors: Avoid errors in names, companies and other information caused by manual input
  • Personalized Content: Display different content according to guest levels, improving guest experience
  • Easy to Manage: Automatically generated file names contain key information, convenient for searching and sending

Case 2: Batch Generate Award Notifications

Scenario Description

A school held a science and technology competition and needs to generate award notifications for 100 winners. Each notification needs to include winner name, student ID, award level, instructor, prize and other information, and needs to insert winner photos.

Solution

Use Sheet-to-Doc’s image placeholder function, combined with data placeholders, to generate award notifications containing photos.

Excel Data Preparation

Student ID Name Student Number Award Level Instructor Prize Photo
S001 Zhao Liu 2023001 First Prize Teacher Wang Tablet zhaoliu.jpg
S002 Qian Qi 2023002 Second Prize Teacher Li Headphones qianqi.jpg
S003 Sun Ba 2023003 Third Prize Teacher Zhang Power Bank sunba.jpg

Word Template Design

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Award Notification

Name: {Name}
Student Number: {Student Number}

Congratulations on winning the {Award Level} in this science and technology competition!

Instructor: {Instructor}
Prize: {Prize}

Photo:
{@Photo | _inline_image}

This certificate is hereby issued as an encouragement!

{School Name}
{Date}

Generation Process

  1. Import Excel data in Sheet-to-Doc
  2. Upload all student photo files
  3. Upload Word template
  4. Use data comparison function to check placeholders
  5. Select Generation Mode 1 (Independent Documents)
  6. Customize file name: {Name}-{Award Level}-Award Notification.docx
  7. Click the generate button to generate 100 award notifications

Final Effect

Generated award notifications contain student photos and personalized information, with uniform format, looking professional and standardized. Each notification is an independent Word file, convenient for printing and distribution.

Advantages and Benefits

  • Support Image Insertion: Easily insert student photos without manual pasting
  • Uniform Format: All notifications have consistent format, professional and standardized
  • Batch Generation: Generate 100 notifications in one operation, saving a lot of time
  • Easy to Print: Generated documents are convenient for printing and distribution

Case 3: Batch Generate Product Reports

Scenario Description

An e-commerce company needs to generate product reports for 1000 products, each report needs to include product name, price, stock, description, image and other information, and needs to display different statuses according to stock situation (in stock, out of stock).

Solution

Use Sheet-to-Doc’s loop placeholders and conditional placeholders to generate product reports containing product lists and status information.

Excel Data Preparation

Product ID Product Name Price Stock Description Image
P001 Product A 100 50 Description of Product A product-a.png
P002 Product B 200 5 Description of Product B product-b.png
P003 Product C 150 30 Description of Product C product-c.png

Word Template Design

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Product Report

{#data}
## {Product ID} - {Product Name}

Price: {Price} Yuan
Stock: {Stock} Pieces
{#Stock >= 10}In Stock{/}
{#Stock < 10}Out of Stock{/}

Description: {Description}

Image:
{@Image | _inline_image}

{/data}

Generation Process

  1. Import Excel data in Sheet-to-Doc
  2. Upload all product image files
  3. Upload Word template
  4. Use data comparison function to check placeholders
  5. Select Generation Mode 2 (Merged Document)
  6. Click the generate button to generate a product report containing 1000 products

Final Effect

Generated product reports contain all product information, each product occupies a chapter, including product images and stock status. All products are in one Word document, convenient for viewing and sharing.

Advantages and Benefits

  • Batch Generation: Generate reports for 1000 products in one operation
  • Dynamic Status Display: Display different statuses according to stock situation
  • Include Images: Each product contains corresponding images
  • Easy to View: All products are in one document, convenient for browsing and sharing

Case 4: Batch Generate Service Contracts

Scenario Description

A company needs to generate service contracts for 200 customers. Each contract needs to include customer name, contact person, contract amount, service content, contract term and other information, and needs to display different payment terms according to contract amount.

Solution

Use Sheet-to-Doc’s conditional placeholders to generate contracts containing personalized payment terms.

Excel Data Preparation

Contract ID Customer Name Contact Person Contract Amount Service Content Contract Term Signing Date
C001 Customer A Zhang San 10000 Service A 12 months 2026-01-01
C002 Customer B Li Si 50000 Service B 24 months 2026-01-01
C003 Customer C Wang Wu 100000 Service C 36 months 2026-01-01

Word Template Design

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Service Contract

Contract Number: {Contract ID}
Customer Name: {Customer Name}
Contact Person: {Contact Person}
Signing Date: {Signing Date}

## 1. Service Content

{Service Content}

## 2. Contract Amount

Total Contract Amount: {Contract Amount} Yuan

## 3. Payment Terms

{#Contract Amount <= 10000}One-time Payment: Pay all amounts within 7 days after signing the contract{/}
{#Contract Amount > 10000 && Contract Amount <= 50000}Installment Payment: Pay 50% within 7 days after signing the contract, and the remaining 50% within 30 days after the start of service{/}
{#Contract Amount > 50000}Installment Payment: Pay 30% within 7 days after signing the contract, 30% within 30 days after the start of service, and the remaining 40% after the completion of service{/}

## 4. Contract Term

{Contract Term}

## 5. Other Terms

This contract is in duplicate, each party holds one copy, and both copies have the same legal effect.

Party A (Seal):______________  Party B (Seal):______________

Representative (Signature):____________  Representative (Signature):____________

Date: {Signing Date}  Date: {Signing Date}

Generation Process

  1. Import Excel data in Sheet-to-Doc
  2. Upload Word template
  3. Use data comparison function to check placeholders
  4. Select Generation Mode 1 (Independent Documents)
  5. Customize file name: {Contract ID}-{Customer Name}-Service Contract.docx
  6. Click the generate button to generate 200 contracts

Final Effect

Generated contracts contain personalized information, and display different payment terms according to contract amount. Each contract is an independent Word file, convenient for signing and archiving.

Advantages and Benefits

  • Personalized Terms: Automatically display different payment terms according to contract amount
  • Uniform Format: All contracts have consistent format, professional and standardized
  • Batch Generation: Generate 200 contracts in one operation, saving a lot of time
  • Easy to Manage: Automatically generated file names contain contract numbers and customer names, convenient for searching and archiving

Case 5: Batch Generate Employee IDs

Scenario Description

A company needs to generate employee IDs for 300 employees. Each ID needs to include employee photo, name, employee number, department, position and other information, and needs unified format and style.

Solution

Use Sheet-to-Doc’s image placeholders and unified templates to generate employee IDs containing employee photos and information.

Excel Data Preparation

Employee Number Name Department Position Photo
E001 Zhang San Technical Department Engineer zhangsan.jpg
E002 Li Si Marketing Department Manager lisi.jpg
E003 Wang Wu Finance Department Accountant wangwu.jpg

Word Template Design

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[Company Logo]

# Employee ID

Photo:
{@Photo | _inline_image}

Name: {Name}
Employee Number: {Employee Number}
Department: {Department}
Position: {Position}

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Validity Period: 2026.01.01 - 2027.12.31

[Company Name]

Generation Process

  1. Import Excel data in Sheet-to-Doc
  2. Upload all employee photo files
  3. Upload Word template
  4. Use data comparison function to check placeholders
  5. Select Generation Mode 2 (Merged Document)
  6. Click the generate button to generate a document containing 300 employee IDs

Final Effect

Generated employee IDs contain employee photos and personalized information, with uniform format, looking professional and standardized. All IDs are in one Word document, convenient for printing and cutting.

Advantages and Benefits

  • Uniform Format: All employee IDs have consistent format, professional and standardized
  • Include Photos: Each ID contains employee photos
  • Batch Generation: Generate IDs for 300 employees in one operation
  • Easy to Print: All IDs are in one document, convenient for batch printing and cutting

Case Summary

Through the above five real-world application cases, we can see the powerful functions and flexible application of Sheet-to-Doc in different scenarios:

  1. Invitation Letter Generation: Combined with conditional placeholders, display different content according to guest levels
  2. Award Notification Generation: Use image placeholders to generate award notifications containing photos
  3. Product Report Generation: Use loop placeholders and conditional placeholders to generate reports containing product lists and status information
  4. Contract Generation: Combined with conditional placeholders, display different payment terms according to contract amount
  5. Employee ID Generation: Use image placeholders and unified templates to generate employee IDs containing photos

These cases demonstrate the advantages of Sheet-to-Doc in improving work efficiency, reducing errors, maintaining consistency, and personalizing content. Whether you are in a business, school or other organization, Sheet-to-Doc can help you solve the problem of automated document generation, freeing you from tedious repetitive work and focusing on more important tasks.

How to Apply to Your Work?

  1. Identify Repetitive Work: Find scenarios in your work that require repeated document generation
  2. Analyze Data Structure: Analyze the data structure and format requirements for document generation
  3. Design Templates: Design appropriate Word templates according to requirements, adding corresponding placeholders
  4. Prepare Data: Organize data for document generation, ensuring clear data structure
  5. Generate Documents Using Sheet-to-Doc: Import data and templates, generate personalized documents
  6. Optimize and Improve: Continuously optimize templates and data structures based on actual usage

Through the above steps, you can apply Sheet-to-Doc to your work, improve work efficiency, reduce errors, and maintain document consistency.

In the following series of articles, we will introduce Sheet-to-Doc’s offline usage guide, helping you efficiently use Sheet-to-Doc even without a network connection. Stay tuned!

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