Format standard PowerPoint templates to map TermSheet custom fields to PowerPoint text.
Save time entering existing TermSheet data into PowerPoint deck templates by mapping fields directly to the template.
Use the "Generate Merge Document" within any deal to download a version of the slide deck with the deal specific fields entered into the mapped spaces.
🔒Permissions
Any user who has access to a deal can generate a merged document.
Any user can upload a mapped document to the Workspace Files.
💡Things to Consider
TermSheet DocMerge for Word uses the standard Mail Merge functionality. (DocMerge)
However, since PPT does not have a native Mail Merge functionality, TermSheet is simply searching the document for fields formatted as <<=field>>
File must be saved as .pptx
⚙️ Steps
- Within the PowerPoint deck, find places where TermSheet data should be entered.
- Enter the following into the space where the TermSheet data should be entered in the following format:
<<=field>>
- When entering a field name, use the Deal Name (not the Deal Label)
- To generate the document, navigate to any deal. Select the ⁝ menu icon, then select "Generate Merge Document"
- The download will begin immediately and the mapped fields will be replaced with the deal specific data.
