# Documents

Using Pitchly’s Documents app, you can generate branded documents on the fly with the most current data and digital assets. Built on the Pitchly platform to normalize and structure your business data.

### Upload and Connect Data Sources to Generate Documents

Get better use of your company IP. Make strategic decisions, data-infused PowerPoint slides, marketing materials, reports, or any business function powered by your data.

In the template builder, you can use a custom table to generate fields into a live document. Couple that with referenced fields and now you have access to fields in other tables too! It’s exactly what makes Pitchly such a powerful tool.

### Document Templates Merge Data & Assets

Build a template or use one of ours to generate branded documents. Whether it’s marketing collateral, sales proposals, or HR documents, you can ensure your documents maintain brand standards and the most current, up-to-date information for export to Microsoft™ PowerPoint.

{% hint style="info" %}
Users must be granted Design [permission](https://intercom.help/pitchly/getting-started/user-account-permissions) in order to access the template designer.
{% endhint %}

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# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.pitchly.com/knowledge/application/documents.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.