Word output

Sliick Docs generates either a PDF or a Microsoft Word .docx from the same template: one source of truth, two output paths. Word files are generated natively on the platform, so no external service is involved. The data inside the document is identical between formats; only the output file type differs.

Enable Word output on a template

Two flags on the Template record control which formats end users see.

Field	Default	Effect
Allow PDF Output	true	The record-page button renders Generate PDF. PDF batches and Flow runs are accepted.
Allow Word Output	false	The record-page button renders Generate Word. Word batches and Flow runs are accepted.

At least one format must be enabled: a validation rule rejects the both-off state. Enable both to give end users a split button at runtime.

When to pick which

Use case	Pick
Final-form document going out as-is (statements, invoices, receipts)	PDF
Editable draft the recipient will redline (contracts, offer letters)	Word
Document that needs further customisation per recipient	Word
Compliance-locked output that must not be modifiable	PDF

Where Word output works

• The record-page Sliick Docs Generator, as a split button when both formats are enabled.
• All three Flow actions, through the optional output format input.
• The Doc Batches console and the bulk Flow action, in Individual output mode only.
• Single-record bundle generation.
• The list-view mass action.
• Dual-format proof during authoring.

Limitations

• Combined and Both batch modes are PDF-only. Use Individual mode for Word batches.
• Bundle Word output uses the org default theme. Single-template Word honours per-template theme overrides; bundle Word does not.
• Text watermarks and barcodes are PDF-only. The validator rejects a template that enables Word output when either is present. Image watermarks are honoured in both formats. Authors typically split into separate templates, one for the editable-Word workflow and one for the locked-PDF version.
• A template first published on an early version may need a one-time re-publish to enable Word output.

The file extension swaps itself

The per-template File name pattern does not need an extension token: the extension swaps automatically based on which format was generated.

• Pattern {{Account.Name}} - Quote.pdf, generated as Word, becomes Acme Corp - Quote.docx.
• Pattern {{Account.Name}} - Quote.docx, generated as PDF, becomes Acme Corp - Quote.pdf.

See File names. Salesforce previews Word files natively, so generated .docx files render inline in the Files viewer alongside PDFs.

Note: a template can also be authored as a Word file you upload, which is a different thing from generating Word output. See Word-file templates.