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Dynamic Line Items Document Automation

Dynamic Line Items & Nested Tables in Your Documents

Generate invoices, reports, and itemized documents with dynamic rows that expand based on your data — up to 3 levels of nesting.

  • Cody Nailor
  • Jesus Gazca
  • Florence Bouchat
  • Aaron Waldrip
  • Chris
  • Thembinkosi
  • Jeremy Castro
  • Shannon Bradley
  • Stefan
  • Yasin Hassanien
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Invoice with dynamic line items generated by DocsAutomator

Key Benefits

Why teams choose DocsAutomator for Dynamic Line Items

Up to 3 Levels of Nesting

Support for nested line items up to 3 levels deep. Perfect for complex hierarchical data like project breakdowns, multi-level BOMs, or nested categories.

Dynamic Row Expansion

Tables automatically expand based on your data. One template handles invoices with 2 items or 200 items — no manual adjustment needed.

Linked Record Support

Pull line item data directly from linked records in Airtable, SmartSuite, or any connected data source. No manual data restructuring.

Full Formatting Control

Style your line item tables in Google Docs with fonts, colors, borders, and alignment. The formatting carries through to your generated documents.

Nesting Levels Explained

Support for up to three levels of hierarchical data in a single template

Template with nested line item placeholders

Level 1: Primary Line Items

Mark a table row with {{line_items_1}} to repeat it for each record in your linked data. Every field placeholder in that row is replaced with values from each record. This covers most use cases like invoice items, task lists, and product catalogs.

Level 2: Nested Sub-Items

Use {{line_items_1_1}} inside a level-1 row to nest a second layer of data. Each level-1 record can contain its own list of sub-items. Ideal for project phases with tasks, order groups with products, or categories with entries.

Level 3: Deep Nesting

Add a third level with {{line_items_1_2}} for deeply hierarchical data. Useful for multi-level bills of materials, nested organizational structures, or complex project breakdowns with phases, tasks, and subtasks.

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How it works

Get started in minutes

1

Create a Table in Your Template

Add a table in your Google Docs template and mark the dynamic row with {{line_items_1}} followed by your field placeholders like {{product_name}} and {{price}}.
Creating a line items template in Google Docs
2

Map Your Data Source

Connect your data source and map line item fields. DocsAutomator automatically detects linked records and nested relationships.
Mapping line item data fields
3

Generate Documents with Dynamic Tables

Your documents are generated with tables that expand to fit your data. Each row is populated automatically from your linked records or array data.
Generated document with dynamic line items

Learn more in our Knowledge Base

Get detailed guides, field references, and further information about dynamic line items.
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Stop Building Tables by Hand

Dynamic line items replace hours of copy-paste with a single template row

Without DocsAutomator

  • Copy-paste rows for each line item manually
  • Re-format table borders and alignment every time
  • Manually update totals when items change
  • Maintain separate templates for different item counts
  • Risk data entry errors on every document

With Dynamic Line Items

  • One template row expands to fit any number of items
  • Formatting preserved automatically on every row
  • Calculated fields pull totals from your data source
  • One template handles 2 items or 200 items
  • Data flows directly from your database — zero manual entry

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Use Cases

Popular ways teams use Dynamic Line Items

Invoices & Quotes

Invoices & Quotes

Generate invoices with dynamic line items that pull product names, quantities, prices, and totals from your records. Tables expand automatically to fit any number of items.

Explore Invoice Templates
Project Reports

Project Reports

Create reports with nested task breakdowns, time entries, and deliverables organized by project phase. Use level-2 nesting for tasks under each phase.

Explore Report Templates
Bills of Materials

Bills of Materials

Generate multi-level BOMs with nested components, sub-assemblies, and parts lists. Three levels of nesting handle even the most complex product structures.

Purchase Orders

Purchase Orders

Create purchase orders with dynamic item tables listing products, quantities, unit prices, and line totals. Linked records from your CRM populate the order lines automatically.

Explore Order Templates
Estimates & Quotations

Estimates & Quotations

Build detailed cost breakdowns with line items for services, materials, and labor. Subtotals and totals update dynamically based on the data in each record.

Explore Estimate Templates

and many more...

What customers are saying about us

Read what hundreds of happy customers are saying about DocsAutomator

DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.

Stefan
Stefan

DocsAutomator has been a game-changer for our company when it comes to creating documents both internally and for our clients. The tool's ease of use has made it simple for us to design documents without the need for technical expertise.

Jesús Gazca
Jesús Gazca

We have been using Airtable for a few years now and it has become our one source of truth. DocsAutomator has made this work for us by providing us with the ability to create documents in seconds instead of minutes or even hours. Game changer.

Jorge Peña
Jorge Peña
SVP, Delivery Operations, ZAGA.

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Advanced Table Features

Line item rows support much more than plain text

Include dynamic image placeholders inside line item rows. Each row can display a different image pulled from your data, such as product photos, company logos, or QR codes. Images are sized to fit the cell.

Configure line deletions to automatically remove entire table rows when a field is empty. Hide individual placeholders within rows using per-field conditional rendering rules with operators like equals, contains, and greater than.

All formatting you apply to the template row is preserved when it repeats: fonts, colors, borders, cell alignment, column widths, and background colors. Design your table once and every generated row matches exactly.

Map calculated or formula fields from your data source to line item placeholders. Display computed values like line totals (quantity x price), tax amounts, or running subtotals directly in each row.

Generated document with advanced line item features

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Generate Line Item Documents from Any Data Source

Pull dynamic table data from any connected platform

AirtableGoogle SheetsGoogle FormsGlideSoftrSmartSuiteNolocoClickUpZapiern8nMakeAPIMCPAirtableGoogle SheetsGoogle FormsGlideSoftrSmartSuiteNolocoClickUpZapiern8nMakeAPIMCP

Frequently Asked Questions

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Teams using dynamic line items with DocsAutomator:

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  • Cody Nailor
  • Jesus Gazca
  • Florence Bouchat
  • Aaron Waldrip
  • Chris
  • Thembinkosi
  • Jeremy Castro
  • Shannon Bradley
  • Stefan
  • Yasin Hassanien
Trusted by 10,000+ Business Owners
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Unlimited testing, no credit card required