Flexible Templates, Built in Office

Here are the hard facts about documentation automation costs: it isn't the software license, it's the hours your people spend designing and maintaining templates. Fluent runs inside Word, Excel, and PowerPoint, so that time is spent in a tool your team uses daily, on templates that take a fraction of the time other solutions demand.

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Build Documents in Microsoft - No New Software to Learn

Fluent Designer is a plug-in for Microsoft Office. Template creation happens in Word, Excel, and PowerPoint, with no new design environment to learn and no gap between the skills your team has and the documents you need.

Dynamic documents powered by business logic Leverage conditional rules, variables, graphs, and enterprise data to generate tailored, accurate documents at scale.
Complex data, no query expertise required
Drag-and-drop access to any data in any connected data source. Logic that used to need a developer now take a few clicks.

Designed, not generated
Customizable layouts using styling and formatting from Office's full design toolkit producing documents that look deliberately crafted.
Global-ready formatting
Supports multiple alphabets, currencies, and date formats, so the same template works across different markets.

A template design interface your team already knows.

No developer required: templates are designed and edited inside Microsoft Word, Excel, and PowerPoint, tools your team already knows.
Full control over design elements: custom pages, graphics, fonts, colors, rotation, spacing, and effects.
If you can build it in Office, you can build it as a template.

Document Logic

In-line data tags apply conditional logic to customize output for each document need.
Rule-based logic, not generative AI, means the same data and template produce the same results every time, with output compliance and legal teams trust.
Unlimited user-defined variables and interactivity options; link, sort, filter, pivot, and more; scale to match business complexity.
A data and tag viewer keeps data sources and logic organized and easy to manage.

Data Integration

Connect multiple data sources directly within the design environment and combine data from different sources in a single template.
Create reports with data compiled from numerous systems of record reducing manual efforts.
Reusable data connections and elements let document generation scale without rebuilding logic from scratch.
Build data queries using drag-and-drop actions. No query language required.

Template Management

Version control and document editing are managed with Microsoft Office's track changes, comments, password protection, and document element locking.
Import templates as sub-templates for unlimited reusability.
Built-in error checking confirms document quality before output.
Customize documents with third-party add-ins such as digital signatures, QR codes, maps, and more.