Creating a template is not more complicated than inserting field placeholders in cells.
In a template, you may insert Contact, Company, Group, Opportunity and Variable placeholders (variables refer to the AutoNumber that the add-on can create for you each type you run a template and to today's date which is the date the documents was created).
How to I insert field placeholders?
Launch Advanced Excel Templates II, go to File>New Template or File>Edit Template... and select an existing template. The template opens up in Excel and a ACT! Merge Fields pane will automatically pop up. Select the cell you want to insert a placeholder in, select the type of field you want and the name of the field. Then click the Insert button