A DataPublisher template is a standard Word document with merge tokens where the data goes. Every row in your data source becomes a personalized document, and the same template can run in reverse as a DataRequest to collect data back from recipients.
A few token types cover nearly every document. These are copied from the templates below, so what you see here is what you get.
Replaced with the value from that table and column. It takes on the surrounding paragraph style, so there is no reformatting after the merge.
Pulls the named image from your library and places it at the size the template sets: headshots, logos, property photos.
Formatting and logic in braces, such as {{FormatCurrency:0}} after a price, or {{ForEach:table}} ... {{EndForEach}} to repeat a row for every record.
Link the template to a data source. Each row becomes one finished Word document: a letter, a listing flyer, an invoice, a permit package.
Send the same fields out as a DataRequest. Recipients fill them in or sign on any device, and the answers come back as data.
Showing all 146 templates
Complete document management system for real estate professionals, including listings, CMAs, buyer/seller packages, open houses, and transaction management.
Personalized buyer representation agreement for each active buyer client — includes client info, property search criteria, agent details, agreement terms, and e-signature block
Geographic farm marketing system for real estate agents. Covers neighborhood market updates, just-listed and just-sold announcements, free home value offers, seasonal greetings, warm follow-ups, and past client check-ins. Distinct from transaction management — this is pure neighborhood brand-building.
Complete document management system for homeschool co-ops, including student records, class management, financial tracking, and parent communication.
Detailed financial statements with complete payment history
Annual emergency contact and medical information update forms
Complete document automation for construction project lifecycle — from bid submission through final close-out — with state-specific lien law compliance built in.
Still being built: templates are usable, but expect changes before 1.0.
Complete outreach system for independent direct sales representatives. Covers new customer welcome, host coaching, party invitations, VIP appreciation, win-back, and business opportunity letters — the full document lifecycle of a party-plan or social-selling business.
Complete personalized outreach system for local service businesses — salons, auto shops, gyms, pet groomers, massage therapists, and more. Appointment reminders, win-back letters, loyalty rewards, and seasonal promotions.
Owner-operated specialty retailer communication system for wine shops, garden centers, bookstores, cheese shops, craft supply stores, and other curated retailers. Covers new arrival notices, private sale invitations, in-store event invitations, account appreciation, win-back letters, and birthday greetings.
Complete lifecycle communication system for subscription box companies, wine clubs, gyms, professional associations, and any recurring-revenue membership business. Covers onboarding, renewal reminders, upgrade offers, anniversary recognition, pause acknowledgment, and win-back letters.
Territory management and dealer communication system for manufacturer's reps and wholesale sales representatives. Covers deal sheet cover letters, new product announcements, co-op advertising, trade show invitations, account reviews, and re-engagement letters for at-risk accounts.
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Everything on this page is free to download, edit and use. The sample data is made up, so replace it with your own.
Download a domain’s .zip to get its templates, sample data and settings together. Or download one .docx and the CSV tables it lists.
Upload the pack’s .zip as a custom domain in DataPublisher, or open a .docx in Word and point the add-in at a CSV. Your own data works too: CSV, Excel 365, Google Sheets or SQL Server.
Edit the template in Word like any document, swap in your data, and run the merge. One document per row, ready to review, sign or send.
This isn’t a template library you download and fill in by hand. The templates are connected to data.
Link a template to CSV, Excel 365, Google Sheets, or SQL Server. Every row in your source becomes one generated document, with no copy-pasting.
Place image tokens anywhere in the template. At merge time, images are pulled from your library and sized exactly.
Every template can be flipped into a DataRequest with no rework. The same fields that receive data during Generate become the fields recipients fill in during Collect.
The template lives in Word, so it uses native styles, tables, headers and page layout. No separate design tool and no HTML rendering surprises.
Conditional text, date formatting, number rounding and repeating rows, without writing a script.
Browse the Domain App Marketplace for more industry packs, or tell us what you’re trying to produce.