Features

Custom Word Templates

Upload your own .docx templates with placeholder tokens. Use your company's branding, layout, and formatting — Missing Toolkit: Templates fills in the data.

Upload any .docx file as a reusable template
Automatic placeholder detection on upload
Your formatting is preserved in generated documents

Smart Placeholder System

Use simple ${PLACEHOLDER} tokens in your Word templates. Missing Toolkit: Templates replaces them with live data from your connected data sources when you generate a document.

Simple ${PLACEHOLDER_NAME} syntax — easy to type in Word
Line items automatically generate formatted tables
Click-to-copy placeholders from the in-app reference
QuickBooks custom fields automatically available as placeholders

Browse Your Business Data

Browse invoices, estimates, and other entities directly from your connected data sources. Search by customer, date, or document number.

Browse invoices and estimates from QuickBooks Online
Search by customer name, document number, or date range
View every available field before generating

QuickBooks Custom Fields

Any custom fields you've added to your QuickBooks invoices or estimates are automatically available as placeholders — including dropdown fields. No configuration needed.

Text, number, date, and dropdown custom fields supported
Dropdown values automatically resolved to display text
Add new custom fields in QuickBooks — they appear automatically

Your QuickBooks custom field names become placeholders:

Place of Supply → ${CUSTOM_PLACE_OF_SUPPLY}

Customer PO No. → ${CUSTOM_CUSTOMER_PO_NO}

Delivery Status → ${CUSTOM_DELIVERY_STATUS}

One-Click Document Generation

Select an entity, pick a template, and generate. Your document is ready to download in seconds with all placeholders replaced by live data.

Generate and download in one step
Line items rendered as formatted tables with your styling
Full generation history with re-download

Team Collaboration

Invite your team members to share connections, templates, and generated documents. Everyone works from the same data.

Invite unlimited team members
Shared templates and data source connections
Configurable date formats and team preferences