Document Generation - Veles Docs

Veles generates branded proposals, order forms, and contracts directly from quote data. You build templates in Microsoft Word (DOCX) or Google Docs/Slides, insert merge fields that reference quote variables, and Veles renders the final document with live deal data at generation time. Templates are managed by admins and available to reps when generating documents from a quote. The output reflects your brand identity (logo, colors) and can include pricing tables, terms, CRM data, and any content from the quote’s blocks.

Supported formats

Format	Template	Output	Notes
DOCX (Microsoft Word)	`.docx` file with merge fields	PDF or DOCX	Uses Word’s MERGEFIELD syntax. Most flexible for complex layouts.
Google Docs	Google Doc with template tags	PDF or Google Doc	Uses `{{ }}` handlebars syntax. Easier to collaborate on templates.
Google Slides	Google Slide deck with template tags	PDF or Google Slides	Same `{{ }}` syntax. Best for visual proposals and pitch decks.

Template syntax

DOCX (Word)
Google Docs / Slides

Inserting merge fields

Place your cursor where you want the dynamic value.
Press Ctrl+F9 (Windows) or Cmd+F9 (Mac) to create field brackets { }.
Type the MERGEFIELD syntax between the brackets.
Press Cmd+Shift+Option+U to save the merge field.
Use Alt+F9 (Windows) or Option+F9 (Mac) to toggle between field codes and rendered values.

Alternative: Insert → Quick Parts → Field → choose “MergeField” from the list.

Syntax reference

Operation	Syntax
Simple value	`MERGEFIELD =title \* MERGEFORMAT`
Nested value	`MERGEFIELD =owner.name \* MERGEFORMAT`
Loop start	`MERGEFIELD options:each(option) \* MERGEFORMAT`
Loop variable	`MERGEFIELD =option.name \* MERGEFORMAT`
Loop end	`MERGEFIELD options:endEach \* MERGEFORMAT`
Conditional start	`MERGEFIELD salesforce:if \* MERGEFORMAT`
Conditional end	`MERGEFIELD salesforce:endIf \* MERGEFORMAT`
Boolean conditional	`MERGEFIELD block:if(is_option) \* MERGEFORMAT`

Syntax reference

Google Docs and Google Slides use the same handlebars-style syntax.

Operation	Syntax
Simple value	`{{ title }}`
Nested value	`{{ owner.name }}`
Loop start	`{{ #each(options) as option }}`
Loop variable	`{{ option.name }}`
Loop end	`{{ /each }}`
Conditional start	`{{ #if(salesforce) }}`
Else if	`{{ #elseif(primary_option) }}`
Else	`{{ #else }}`
Conditional end	`{{ /if }}`

Template variables reference

Every variable below is available in all template formats. Use dot notation to access nested values (e.g., owner.name, line.formatted.price).

Top-level fields

Variable	Type	Description
`title`	String	The quote/opportunity title.
`logo`	Image	Company logo from your brand settings.
`terms_html`	HTML	Combined HTML from all Terms and Text blocks. Nullable.
`blocks`	Array	All quote blocks in order (title, terms, options, text). See Blocks.
`options`	Array	Pricing Option blocks only. See Options.
`primary_option`	Object	The primary option (nullable if none set). Same structure as an option.

Owner (sales rep)

Access via owner.*.

Variable	Type	Description	Example
`owner.name`	String	Full name	”Michael Scott”
`owner.email`	String	Email address	”michael@company.com”
`owner.phone`	String	Phone number	”(555) 123-4567”
`owner.job_title`	String	Job title	”Regional Manager”

Title block

Access via title_block.* or when iterating blocks with is_title.

Variable	Type	Description
`title_block.name`	String	Quote name.
`title_block.from`	String	From company name.
`title_block.prepared_by`	String	Preparer name.
`title_block.prepared_by_extra`	String	Preparer additional info (title, email).
`title_block.for`	String	Recipient company name.
`title_block.for_extra`	String	Recipient additional info.
`title_block.issued_on`	Date	Issue date (e.g., “January 15, 2025”).
`title_block.valid_until`	Date	Expiry date.

Blocks

The blocks array contains all blocks in the quote, in display order. Since blocks are polymorphic (they can be different types), use the type flags to conditionally render content.

Flag	True when
`is_title`	Title block (cover page data).
`is_terms`	Terms or aggregated terms block.
`is_option`	Pricing Option block.
`is_text`	Text block (free-form content).

Each block also has terms_html (for Terms/Text blocks) and name (for Title/Option blocks).

Options

Access via the options array, primary_option, or when iterating blocks with is_option. Each option contains:

Variable	Type	Description	Example
`option.name`	String	Option name.	”Enterprise Plan”
`option.frequency`	String	Billing frequency.	”annual”, “monthly”, “quarterly”
`option.year_count`	Integer	Number of calculation periods.	3
`option.formatted_contract_length`	String	Human-readable contract length.	”3 years”
`option.total_value`	String	Raw decimal total.	”150000.00”
`option.formatted_total_value`	Currency	Formatted total.	”$150,000.00”
`option.currency`	String	Currency code.	”USD”
`option.start_date`	Date	First calculation start.	”January 1, 2025”
`option.end_date`	Date	Last calculation end.	”December 31, 2027”
`option.service_start_date`	Date	Service start date (nullable).
`option.uplift`	String	Annual uplift percentage (nullable).	“3%“
`option.custom_fields`	Hash	Option-level custom fields (dynamic keys).
`option.terms_html`	HTML	Terms specific to this option (nullable).
`option.calculations`	Array	One per billing period. See Calculations.

Calculations (periods)

Each option contains a calculations array with one entry per billing period (year, quarter, month). Access via option.calculations.

Variable	Type	Description	Example
`calc.year`	Integer	1-based period number.	1
`calc.currency`	String	Currency code.	”USD”
`calc.start_date`	Date	Period start.	”January 1, 2025”
`calc.end_date`	Date	Period end.	”December 31, 2025”
`calc.total_discount`	Float	Raw discount amount.	5000.0
`calc.credits`	String	Formatted credits (abbreviated).	“100K”
`calc.credits_full`	String	Full unscaled credits number.	”100000”
`calc.credit_rate`	Currency	Unit price per credit.
`calc.credit_discount`	String	Discount on credits.
`calc.credit_total`	Currency	Credits total formatted.
`calc.summary`	Hash	Summary variables (dynamic keys).
`calc.uom_fields`	Hash	UOM field values (dynamic keys).	`{"seats": "100K"}`
`calc.custom_columns`	Hash	Custom calculation columns (dynamic keys).
`calc.any_one_time`	Boolean	Has one-time lines?
`calc.any_recurring`	Boolean	Has recurring lines?
`calc.any_transactional`	Boolean	Has transactional lines?
`calc.lines`	Array	All line items. See Line Items.
`calc.one_time_lines`	Array	One-time lines only.
`calc.recurring_lines`	Array	Recurring lines only.

Formatted totals

Access via calc.formatted.*.

Variable	Type	Description	Example
`calc.formatted.total`	Currency	Period total.	”$50,000.00”
`calc.formatted.original_total`	Currency	Pre-discount total.	”$55,000.00”
`calc.formatted.discount`	Currency	Discount amount.	”$5,000.00”
`calc.formatted.discount_total`	Currency	Total discount formatted.
`calc.formatted.system_total`	Currency	System-calculated total.
`calc.formatted.system_discount`	Currency	System-calculated discount.

One-time vs. recurring breakout

Access via calc.breakout.*. Both raw numbers and formatted strings are available.

Variable	Type	Description
`calc.breakout.one_time_original`	Float	Raw one-time original amount.
`calc.breakout.one_time_total`	Float	Raw one-time total.
`calc.breakout.recurring_original`	Float	Raw recurring original amount.
`calc.breakout.recurring_total`	Float	Raw recurring total.
`calc.breakout.formatted_one_time_original`	Currency	One-time list price.
`calc.breakout.formatted_one_time_total`	Currency	One-time net price.
`calc.breakout.formatted_recurring_original`	Currency	Recurring list price.
`calc.breakout.formatted_recurring_total`	Currency	Recurring net price.
`calc.breakout.formatted_one_time_list`	Currency	One-time list (alternate).
`calc.breakout.formatted_one_time_net`	Currency	One-time net (alternate).
`calc.breakout.formatted_recurring_list`	Currency	Recurring list (alternate).
`calc.breakout.formatted_recurring_net`	Currency	Recurring net (alternate).

Line items

Access via calc.lines, calc.one_time_lines, or calc.recurring_lines. Each line represents a single product on the quote.

Variable	Type	Description	Example
`line.product_name`	String	Product display name.	”Enterprise License”
`line.product_sku`	String	Product SKU (nullable).
`line.category`	String	Product category (nullable).
`line.quantity`	String	Quantity value.	”50”
`line.metric_value`	String	UOM + scale suffix.	”100K”
`line.unit_price`	Float	Raw unit price.	100.0
`line.one_time`	Boolean	Is this a one-time charge?
`line.is_transactional`	Boolean	Is this a transactional charge?
`line.prorated`	Boolean	Is this prorated?
`line.custom_columns`	Hash	Line-level custom columns (dynamic keys).
`line.product_custom_fields`	Hash	Product custom fields (dynamic keys).

Formatted line values

Access via line.formatted.*. These are pre-formatted for display.

Variable	Type	Description	Example
`line.formatted.name`	String	Display name.
`line.formatted.original_price`	Currency	List price.	”$5,000.00”
`line.formatted.price`	Currency	Net price.	”$4,500.00”
`line.formatted.discount`	Currency	Discount amount.	”$500.00”
`line.formatted.prorated_price`	Currency	Prorated price (if applicable).
`line.formatted.unit_price`	Currency	Formatted unit price.	”$100.00”
`line.formatted.system_price`	Currency	System-calculated price.
`line.formatted.system_price_discount`	Currency	System price discount.

Unit of Measure

Access via line.uom.* (nullable — may not be present on all lines).

Variable	Type	Description	Example
`line.uom.key`	String	UOM key.	”seats”
`line.uom.label`	String	UOM display label.	”Seats”

Salesforce data

Available when the quote is linked to Salesforce. Always wrap in a conditional since this is null when Salesforce is not connected.

Variable	Type	Description
`salesforce.account_name`	String	SF account name.
`salesforce.account_id`	String	SF account ID.
`salesforce.account_phone`	String	Account phone.
`salesforce.account_website`	String	Account website URL.
`salesforce.stage`	String	Opportunity stage.
`salesforce.crm_url`	String	Link to Salesforce record.
`salesforce.cpq_url`	String	Link to Veles CPQ record.
`salesforce.last_sync`	String	Last sync timestamp (ISO 8601).
`salesforce.custom_fields.*`	Dynamic	Custom fields mapped in Veles. Access via dot notation: `salesforce.custom_fields.my_field`.

Addresses

Access via salesforce.billing_address.* or salesforce.shipping_address.* (both nullable).

Variable	Type
`*.street`	String
`*.city`	String
`*.state`	String
`*.postal_code`	String
`*.country`	String

Template examples

Cover page (DOCX)

«=title_block.name»

Prepared for: «=title_block.for»
«=title_block.for_extra»

Prepared by: «=title_block.prepared_by»
«=title_block.prepared_by_extra»

Date: «=title_block.issued_on»
Valid until: «=title_block.valid_until»

Iterating through all blocks (DOCX)

Use the type flags to render each block type differently:

«blocks:each(block)»
  «block:if(is_title)»
    «=block.name»
    Prepared by: «=block.prepared_by»
  «block:endIf»

  «block:if(is_option)»
    Option: «=block.name»
    Total: «=block.formatted_total_value»
  «block:endIf»

  «block:if(is_terms)»
    «=block.terms_html»
  «block:endIf»

  «block:if(is_text)»
    «=block.terms_html»
  «block:endIf»
«blocks:endEach»

Pricing options with year-by-year breakdown (DOCX)

«options:each(option)»
  «=option.name» — «=option.formatted_contract_length»
  Total Contract Value: «=option.formatted_total_value»

  «option.calculations:each(calc)»
    Year «=calc.year» («=calc.start_date» – «=calc.end_date»)
    Total: «=calc.formatted.total»

    «calc:if(any_one_time)»
      One-Time Fees: «=calc.breakout.formatted_one_time_total»
    «calc:endIf»

    «calc:if(any_recurring)»
      Recurring: «=calc.breakout.formatted_recurring_total»
    «calc:endIf»
  «option.calculations:endEach»
«options:endEach»

Line items table (DOCX)

«calc.lines:each(line)»
  «=line.formatted.name»  |  «=line.quantity»  |  «=line.formatted.unit_price»  |  «=line.formatted.price»
«calc.lines:endEach»

Separate one-time and recurring tables (DOCX)

«calc:if(any_recurring)»
  Recurring Charges:
  «calc.recurring_lines:each(line)»
    «=line.formatted.name»  |  «=line.quantity»  |  «=line.formatted.price»
  «calc.recurring_lines:endEach»
  Recurring Total: «=calc.breakout.formatted_recurring_total»
«calc:endIf»

«calc:if(any_one_time)»
  One-Time Charges:
  «calc.one_time_lines:each(line)»
    «=line.formatted.name»  |  «=line.formatted.price»
  «calc.one_time_lines:endEach»
  One-Time Total: «=calc.breakout.formatted_one_time_total»
«calc:endIf»

Salesforce customer info with conditional (DOCX)

«salesforce:if»
  Customer: «=salesforce.account_name»
  «=salesforce.billing_address.street»
  «=salesforce.billing_address.city», «=salesforce.billing_address.state» «=salesforce.billing_address.postal_code»
«salesforce:endIf»

Full proposal (Google Docs)

{{ title_block.name }}

Prepared for: {{ title_block.for }}
Prepared by: {{ title_block.prepared_by }}
Date: {{ title_block.issued_on }}

{{ #each(options) as option }}
Option: {{ option.name }}
Contract Length: {{ option.formatted_contract_length }}
Total: {{ option.formatted_total_value }}

{{ #each(option.calculations) as calc }}
Year {{ calc.year }}:
{{ #each(calc.lines) as line }}
  - {{ line.formatted.name }}: {{ line.quantity }} × {{ line.formatted.unit_price }} = {{ line.formatted.price }}
{{ /each }}
Period Total: {{ calc.formatted.total }}
{{ /each }}
{{ /each }}

{{ #if(salesforce) }}
Customer: {{ salesforce.account_name }}
{{ /if }}

Dynamic hash fields

Several variables use dynamic keys (marked as “Hash” in the reference). These include custom_fields, custom_columns, summary, uom_fields, and product_custom_fields. Access dynamic fields with dot notation using the field key:

«=option.custom_fields.my_custom_field»
«=calc.custom_columns.my_column»
«=salesforce.custom_fields.my_sf_field»
«=line.product_custom_fields.my_product_field»

The available keys depend on what custom fields you’ve configured in the Object Explorer, Display Options, and CRM field mapping.

Tips

Use formatted values for display. Most numeric fields have both a raw value (e.g., line.unit_price = 100.0) and a formatted version (e.g., line.formatted.unit_price = "$100.00"). Use the formatted versions in templates to get proper currency formatting without manual work. Always wrap Salesforce data in conditionals. The salesforce object is null when no CRM is connected. Referencing salesforce.account_name without a conditional will produce an error in the generated document. Use one_time_lines and recurring_lines for split tables. Instead of looping through all lines and checking the one_time flag on each, use the pre-filtered arrays for cleaner templates. Test with a real quote. Generate a document from an actual quote to verify all merge fields resolve correctly. Nullable fields, empty arrays, and missing custom fields are the most common causes of template errors.

What’s next

Account Setup

Configure the logo and brand color that appear in generated documents.

Quote Overview

Understand the quote structure that document generation renders from.

Display Options

Control what pricing detail appears in generated documents.

Web Portal

Share interactive proposals alongside generated documents.

​Supported formats

​Template syntax

​Inserting merge fields

​Syntax reference

​Syntax reference

​Template variables reference

​Top-level fields

​Owner (sales rep)

​Title block

​Blocks

​Options

​Calculations (periods)

​Formatted totals

​One-time vs. recurring breakout

​Line items

​Formatted line values

​Unit of Measure

​Salesforce data

​Addresses

​Template examples

​Cover page (DOCX)

​Iterating through all blocks (DOCX)

​Pricing options with year-by-year breakdown (DOCX)

​Line items table (DOCX)

​Separate one-time and recurring tables (DOCX)

​Salesforce customer info with conditional (DOCX)

​Full proposal (Google Docs)

​Dynamic hash fields

​Tips

​What’s next

Account Setup

Quote Overview

Display Options

Web Portal

Supported formats

Template syntax

Inserting merge fields

Syntax reference

Syntax reference

Template variables reference

Top-level fields

Owner (sales rep)

Title block

Blocks

Options

Calculations (periods)

Formatted totals

One-time vs. recurring breakout

Line items

Formatted line values

Unit of Measure

Salesforce data

Addresses

Template examples

Cover page (DOCX)

Iterating through all blocks (DOCX)

Pricing options with year-by-year breakdown (DOCX)

Line items table (DOCX)

Separate one-time and recurring tables (DOCX)

Salesforce customer info with conditional (DOCX)

Full proposal (Google Docs)

Dynamic hash fields

Tips

What’s next