The first page of the document DocMake makes from the sample values on this page.

Sales

Sales Commission Statement

A commission statement is the audit trail behind a single line on a payslip. It names every deal that qualified, the revenue booked against it, the rate applied, and what that produced.

Representatives dispute what they cannot see. Per deal rows naming the account and the opportunity let someone reconcile the statement against their own pipeline in a few minutes, which is the difference between a quick correction and a month of email.

Adjustments belong in their own list. Clawbacks on cancelled contracts, split credit, draw recovery, and accelerators have different reasons and different signs, and collapsing them into one figure is how confidence in a compensation plan disappears.

Statements come out of closed won data on the same cadence as payroll, one per representative, and the same run can produce the manager rollup from exactly the same numbers.

Use this template Make it with the API

Blanks to fill

statement_number	Statement number
period_start	Period start
period_end	Period end
statement_date	Statement date
rep_name	Sales person
employee_number	Employee number
manager_name	Manager
plan_name	Plan
quota	Quota
closed_revenue	Closed revenue
attainment	Attainment
gross_commission	Gross commission
total_adjustments	Total adjustments
payout_total	Payout total
payout_date	Payout date
query_deadline	Query deadline
query_contact	Who to query with
company_name	Company
deals[]	One per item, so a row is added for every item in the list
adjustments[]	One per item, so a row is added for every item in the list

The data behind the preview

This is the exact JSON that produced the document above. Change the values, POST them to the API, and you get your version back as DOCX or PDF. Lists grow and shrink with your data; the layout adapts.

01 Sign up free and duplicate this template into your workspace.
02 Adjust the wording and branding in the visual editor.
03 Fill it in the app, share it as a form link, or call the API.

sample-data.json

{
  "company_name": "Vantage Print Group",
  "statement_number": "CS-2026-Q3-0338",
  "statement_date": "October 8, 2026",
  "rep_name": "Ines Dragomir",
  "employee_number": "EMP-0338",
  "manager_name": "Hal Winterbourne",
  "plan_name": "Field sales plan 2026, mid market",
  "period_start": "July 1, 2026",
  "period_end": "September 30, 2026",
  "quota": "$420,000.00",
  "closed_revenue": "$487,500.00",
  "attainment": "116%",
  "deals": [
    {
      "close_date": "July 22, 2026",
      "account": "Saltmarsh Foods Ltd",
      "opportunity": "OPP-4471",
      "revenue": "$186,000.00",
      "rate": "6.0%",
      "commission": "$11,160.00"
    },
    {
      "close_date": "August 14, 2026",
      "account": "Pinewood Freight",
      "opportunity": "OPP-4519",
      "revenue": "$94,500.00",
      "rate": "6.0%",
      "commission": "$5,670.00"
    },
    {
      "close_date": "September 2, 2026",
      "account": "Camberwell Dental Group",
      "opportunity": "OPP-4602",
      "revenue": "$139,000.00",
      "rate": "6.0%",
      "commission": "$8,340.00"
    },
    {
      "close_date": "September 29, 2026",
      "account": "Ridgeway Motors",
      "opportunity": "OPP-4688",
      "revenue": "$68,000.00",
      "rate": "8.0%",
      "commission": "$5,440.00"
    }
  ],
  "gross_commission": "$30,610.00",
  "adjustments": [
    {
      "adjustment": "Split credit with inside sales",
      "reference": "OPP-4519",
      "amount": "-$1,417.50"
    },
    {
      "adjustment": "Clawback, contract cancelled in the cooling off period",
      "reference": "OPP-4390",
      "amount": "-$2,880.00"
    },
    {
      "adjustment": "Quarterly accelerator above 110 per cent",
      "reference": "Plan section 4.2",
      "amount": "$3,050.00"
    }
  ],
  "total_adjustments": "-$1,247.50",
  "payout_total": "$29,362.50",
  "payout_date": "October 31, 2026",
  "query_deadline": "October 20, 2026",
  "query_contact": "sales pay desk, pay@vantageprint.example"
}

Generate this document via the API

One template plus changing data is the whole point. The list of blanks above is the contract, and every new set of values comes back in the same layout: fill it in the app, hand someone a form link, or POST the JSON and get the file straight back.

The request below carries this page's own values, so it runs as soon as the template exists in your workspace. Swap the values for yours and the response is your document.

make-commission-statement.sh

curl -X POST https://app.docmake.io/api/v1/render \
  -H "Authorization: Bearer $DOCMAKE_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Accept: application/json" \
  --output commission-statement.pdf \
  --data-binary @- <<'JSON'
{
  "template_id": "tmpl_your_template_id",
  "format": "pdf",
  "data": {
    "company_name": "Vantage Print Group",
    "statement_number": "CS-2026-Q3-0338",
    "statement_date": "October 8, 2026",
    "rep_name": "Ines Dragomir",
    "employee_number": "EMP-0338",
    "manager_name": "Hal Winterbourne",
    "plan_name": "Field sales plan 2026, mid market",
    "period_start": "July 1, 2026",
    "period_end": "September 30, 2026",
    "quota": "$420,000.00",
    "closed_revenue": "$487,500.00",
    "attainment": "116%",
    "deals": [
      {
        "close_date": "July 22, 2026",
        "account": "Saltmarsh Foods Ltd",
        "opportunity": "OPP-4471",
        "revenue": "$186,000.00",
        "rate": "6.0%",
        "commission": "$11,160.00"
      },
      {
        "close_date": "August 14, 2026",
        "account": "Pinewood Freight",
        "opportunity": "OPP-4519",
        "revenue": "$94,500.00",
        "rate": "6.0%",
        "commission": "$5,670.00"
      },
      {
        "close_date": "September 2, 2026",
        "account": "Camberwell Dental Group",
        "opportunity": "OPP-4602",
        "revenue": "$139,000.00",
        "rate": "6.0%",
        "commission": "$8,340.00"
      },
      {
        "close_date": "September 29, 2026",
        "account": "Ridgeway Motors",
        "opportunity": "OPP-4688",
        "revenue": "$68,000.00",
        "rate": "8.0%",
        "commission": "$5,440.00"
      }
    ],
    "gross_commission": "$30,610.00",
    "adjustments": [
      {
        "adjustment": "Split credit with inside sales",
        "reference": "OPP-4519",
        "amount": "-$1,417.50"
      },
      {
        "adjustment": "Clawback, contract cancelled in the cooling off period",
        "reference": "OPP-4390",
        "amount": "-$2,880.00"
      },
      {
        "adjustment": "Quarterly accelerator above 110 per cent",
        "reference": "Plan section 4.2",
        "amount": "$3,050.00"
      }
    ],
    "total_adjustments": "-$1,247.50",
    "payout_total": "$29,362.50",
    "payout_date": "October 31, 2026",
    "query_deadline": "October 20, 2026",
    "query_contact": "sales pay desk, pay@vantageprint.example"
  }
}
JSON

tmpl_your_template_id is a stand-in: build this template in the visual editor and copy the id it shows, or create one with POST /api/v1/templates. Keys, formats, strict mode and batches are in the API reference.

Or let an AI assistant do it

The DocMake MCP server lets Claude and other assistants make this document the same way. Install it once:

claude mcp add docmake \
  --env DOCMAKE_API_KEY=dm_your_api_key \
  -- npx -y @docmake/mcp@latest

Then ask for the document in plain words:

Make a PDF from my Sales Commission Statement template with statement number "CS-2026-Q3-0338" and period start "July 1, 2026".

How the MCP server works →

Sales Commission Statement

Blanks to fill

The data behind the preview

Generate this document via the API

Or let an AI assistant do it

More sales templates

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