Comparison and mapping between Word and HTML templates
Explore the advanced features and function comparisons between HTML templates and Word Mail Merge templates, including their coexistence and assignment to different account subsets.
Compared to Word Mail Merge templates, HTML templates provide a variety of advanced features. HTML templates can coexist with Word Mail Merge templates. You can assign HTML templates to a subset of accounts, and Mail Merge templates to another subset of accounts.
The following table lists the function comparisons between HTML templates and Word Mail Merge templates.
|
Functionality |
Word Mail Merge templates |
HTML templates |
|---|---|---|
|
Online editor with Drag & Drop and Preview functionality |
Not supported |
Supported |
|
Optimized update and test cycle |
14 steps |
4 steps |
|
Data access to Zuora objects and fields |
Limited support |
Fully supported |
|
Custom objects |
Not supported |
Supported |
|
Data manipulation including grouping, filtering, sorting, and so on |
Limited fields |
Any fields |
|
Localizing fields in types of Number, Date, Currency |
Limited support |
Fully supported |
|
Pre-built headers and footers |
Not supported |
Supported |
|
Starter template library |
Limited support, available in the Knowledge Center |
Supported, available online |
|
Embedded images and external image URLs |
Not supported |
Supported |
|
Template management through Setting APIs |
Limited support |
Fully supported |
For most merge fields available in Word Mail Merge templates, you can find their equivalents in HTML templates.
For more information about the merge field mapping between Word templates and HTML templates for billing documents, see the following articles:
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Merge field mapping between Word templates and HTML templates for invoices
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Merge field mapping between Word templates and HTML templates for credit memos
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Merge field mapping between Word templates and HTML templates for debit memos