Excel templates are used to generate and format data across a single or multiple jobs. These can be used for:
Automatic valuation calculations
Invoicing
Internal reviews and metrics
Excel Templates use MergeFields in a similar format to Word Templates, with slightly different syntax. In addition, Excel Templates can also utilise all other features of Excel, including formulas, PivotTables and DAX functions, which can be used to generate custom outputs depending on the data provided.