Document Generator

Generate professional PDF, PowerPoint, Word, and Excel documents directly from your Squirrel365 apps — no code, no middleware, no hassle.

Have your app create polished documents

The Document Generator lets you produce professional PDF, PowerPoint, Word, and Excel documents directly from your published Squirrel365 apps. It pulls live data at runtime and injects it into pre-designed templates — so your end users get a beautifully branded output with a single click.

AI Query Builder interface showing a chat to find the product with highest revenue and a data table of results.

What will you create?

Use case

Generate quotes

Your sales team configures pricing in a Squirrel365 app, then generates a branded quote document to send straight to the prospect. No copying and pasting, no formatting headaches.

Use case

Download a buisness case

Users input assumptions, tweak variables, and run calculations — then produce a formatted business case document to share with stakeholders. Data and narrative in one click.

use case

Create proposals

Combine narrative, live data, charts, and branding into a professional proposal generated directly from app inputs. Consistent every time, ready in seconds.

use case

Produce reports

Pull live data from an app into a branded report document.  Populate monthly KPI packs, performance summaries, board updates, with the current numbers every time, at the click of a button

Three generators. One powerful suite.

Design documents with the skills and tools you already have. There's no learning curve.

PowerPoint PDF Generator

Template: PowerPoint (.pptx)
Output: PDF or PPTX

Best for branded reports, proposals, quotes, and presentation decks with dynamic data, charts, images, and tables.

  • Dynamic charts and tables from spreadsheet ranges
  • Image injection with automatic sizing
  • Conditional shape and slide visibility
  • Full font, colour and layout control.

Word PDF Generator

Template: MS Word (.docx)
Output: PDF or DOCX

Best for text-heavy documents like contracts, letters, compliance reports, and detailed business cases.

  • Repeating tabel rows for variable length data
  • Rich text placeholder replacements
  • Preserves word formatting and styles
  • Ideal for narrative + data documents.

Excel Generator

Template: MS Excel (.xlsx)
Output: XLSX

Best for structured data exports, financial models, invoices with line items, and any tabular output.

  • Cell-level data injection
  • Preserves formulas and formatting
  • Ideal for data and exports
  • Familiar spreadsheet output for end users.

Four steps. Zero code.

Author documents with the skills and tools you already have. There's no learning curve.

1.
Design your template

Create your document template in the Microsoft Office app you already know — PowerPoint, Word, or Excel. Add placeholders (like {{client_name}} or {{total}}) where you want live data to appear.

2.
Upload to Squirrel Cloud

Upload your template to the Squirrel Cloud via cloud.squirrel365.io. The system scans it, identifies all your placeholders, and provides the connection keys you need.

3.
Add component and map data

Drop the Document Generator component into your Squirrel365 app. Connect it to your template, then map each placeholder to the spreadsheet cells that hold your data.

4.
Your users click and download

End users see a simple button. One click generates the document with live data and downloads it directly in their browser. No data is stored on the servers — ever.

Simple, predictable pricing.

The Document Generator bolt-on includes all 3 components for a single annual fee allowing you to create a variety of outputs.

Document Generator

FROM

$750

/ year

PowerPoint PDF Generator + Word PDF Generator + Excel Generator
AI Query Builder interface showing token verification, dataset info, and AI chat query example.

DEMO

Creating branded outputs with the Document Generator

See AI Query Builder in action. In this short walkthrough we put real questions to a live dataset and watch the answers come back, from a simple total to a nuanced comparison the AI clarifies before it responds. It is the quickest way to understand what natural language analysis can do for your team.

Watch now

Frequently asked questions

Can I see the documents that have been generated?
Blue plus sign icon on a transparent background.Icon illustrating a contract with a hand holding a pen, representing contract agreement or signing.

No — and that's deliberate. We don't keep copies. Each document is built the moment someone clicks generate, downloads straight to their browser, it is never persisted. There's no library of past documents on our servers to look back through. It keeps your data yours, and keeps things simple for privacy and GDPR.

Do I need to know how to code?
Blue plus sign icon on a transparent background.Icon illustrating a contract with a hand holding a pen, representing contract agreement or signing.

No. It's fully no-code. You design a template, drag the component into your app, and map your data through the spreadsheet. No APIs, no scripting.

What do I use to design the templates?
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The Microsoft Office tools you already know — PowerPoint, Word, and Excel. You mark where your data should appear using simple placeholders, then upload the template to your Squirrel365 account.

How does my app's data get into the document?
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You map each placeholder in your template to a cell or range in your Squirrel spreadsheet. When someone clicks the generate button in your published app, the current data is pulled in and the document is built on the spot.

What file formats can it create?
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PDF, PowerPoint (PPTX), Word (DOCX), and Excel (XLSX). You choose the output format when you set the component up.

Do I need middleware like Zapier or Make?
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No. Your data flows straight from your app into the document. There's nothing to wire up in between.

What happens if I burn through my monthly credit allowance early?
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Nothing breaks. We apply a soft limit rather than a hard stop, so any published project keeps working as normal. Your account manager will then get in touch to talk through your options and find the right allowance for how your team is using it.

Can I brand the documents?
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Completely. Because you design the templates in Office, your fonts, colours, logos, and layout are all yours. The finished document looks exactly like your template — just filled with live data.

Do I need an existing Squirrel365 subscription?
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Yes — it's a bolt-on that adds document output to your existing Squirrel365 setup.

Get started

Add the bolt-on now

Contact us to add the Document Generator bolt-on to your Squirrel365 Subscription