Multi-template bundles

A bundle is a named, versioned collection of templates rendered together against one source record to produce a single combined PDF. A Sales Bundle might combine a cover letter, the quote itself, the terms and conditions, and an optional NDA addendum. You need Sliick_Docs_Admin or Sliick_Docs_Template_Author to build one.

Create a bundle

1. Open the Doc Bundles tab.
2. Click New bundle.
3. Fill in the display name, the base object (every member template must share it), and an optional description.
4. Click Create.

Add templates

1. On the bundle card, click + Add template.
2. Pick a template that shares the bundle’s base object. Templates already in the bundle are filtered out.
3. Set it Required or Optional. Required means the bundle fails if the template is inaccessible; Optional means it is skipped and the run continues.
4. Click Add. The item appends to the end.

Reorder items with the up and down arrows on each row, and remove items with the trash icon.

Include an item only sometimes

Each bundle item can carry an optional inclusion expression, using the same grammar as the Show if block, for example Account.Industry = 'Technology'. The expression is frozen into the bundle release at publish and evaluated at runtime against the source record. Items that evaluate to false are skipped from the combined PDF.

Publish

Click Publish on the bundle card. Sliick Docs snapshots each member template’s current active release into the new bundle release. Once published, the bundle renders the same way every time, even if a member template is later republished.

When a member template changes

Bundle releases are immutable by design, so a bundle does not auto-update when a member template is republished. Instead:

• The bundle library card shows a yellow Members updated badge, with a tooltip listing the affected templates.
• A one-click Republish with current members action produces a fresh release that re-snapshots every current member release.
• The retry-failed confirmation dialog on the Doc Batches console calls out the same thing.

Generating from a bundle

You want	Use
One record, from the record page	The Bundle tab on the Sliick Docs Generator
One record, from automation	The Generate Sliick Bundle Flow action
Many records	Generate Sliick Docs (Bulk) with the bundle instead of a template, or the Doc Batches console

Note: bundle Word output uses the org default theme rather than a per-template theme override. See Word output.