# All-Format Designer

Explains All-Format Designer, which lets teams build CloudFiles document templates inside native Word, Excel, PowerPoint, and Salesforce's PDF builder.

> Kind: Guide · Updated: Aug 8, 2026

CloudFiles All-Format Designer allows teams to build document generation templates directly within native Microsoft Office apps - Word, Excel, and PowerPoint and Salesforce’s native PDF template builder. Templates are designed to dynamically merge Salesforce object data at runtime, not edited after generation.

By working inside familiar Office environments, users can define layouts, dynamic fields, and tables while preserving native formatting. This eliminates tool switching and ensures consistent, professional, and scalable document generation aligned with Salesforce workflows.

## Multi‑Format Add‑Ons

The Multi-Format Designer Add-Ons put template design directly inside the tools your team already uses every day — Word, Excel, and PowerPoint through native Microsoft Office Add-Ins, plus Salesforce's own PDF form builder for reusing existing PDF forms. Because there's no new editor to learn, template authors keep working exactly the way they always have, while CloudFiles handles merging live Salesforce data in at generation time. Learn more in the Multi‑Format Add‑Ons guide.

![](https://media.help.cloudfiles.io/dg-all-format-designer-sf/01-resized-9c09784a.jpg)

## Formatting Controls

Formatting Controls keep every generated document on-brand and easy to read, no matter how the underlying data looks. Fonts, spacing, tables, and layout stay exactly as designed, while values like currency, dates, and percentages are automatically rendered in clean, business-ready formats. The result is a document that looks polished and professional every time, without manual cleanup after generation. Learn more in the Formatting Controls guide.

![](https://media.help.cloudfiles.io/dg-all-format-designer-sf/formatting-controls-resized-f21fd1dc.png)

## Adding Custom Fonts

For teams with brand-specific typography, Adding Custom Fonts makes sure a template's exact fonts carry through to the final generated document instead of being silently swapped out. Embedding a font in the Word template packages it with the file itself, so layouts, spacing, and special characters render precisely as designed — even when generating on a system that doesn't have that font installed. Learn more in the Adding Custom Fonts to your Templates guide.

![](https://media.help.cloudfiles.io/dg-all-format-designer-sf/adding-custom-fonts-resized-5111693e.png)