The PDF DocMake makes from the Price Quote template

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

Finance

Price Quote

Send professional quotes in minutes: line items repeat automatically for every entry in your data, totals sit clearly at the bottom, and the validity window keeps expectations explicit.

Fill it in the app, share it as a form with your sales team, or generate quotes straight from your CRM through the API.

Use this template Make it with the API

Blanks to fill

quote_number	Quote number
issue_date	Issue date
valid_until	Valid until
company_name	Company
prepared_by	Prepared by
client_name	Client
client_address	Client address
subtotal	Subtotal
tax	Tax
quote_total	Total
payment_terms	Payment terms
notes	Notes
items[]	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": "Ridgeline Systems LLC",
  "quote_number": "Q-2026-0087",
  "issue_date": "August 8, 2026",
  "valid_until": "September 8, 2026",
  "prepared_by": "Alex Moreau, Account Director, alex.moreau@ridgelinesystems.example",
  "client_name": "Ashcombe Foods Inc.",
  "client_address": "Unit 3, Meadow Park, 700 Goodale Boulevard, Columbus, OH 43212, United States",
  "items": [
    {
      "item": "Discovery workshop, two days on site",
      "quantity": "1",
      "unit_price": "$1,200.00",
      "total": "$1,200.00"
    },
    {
      "item": "Implementation package",
      "quantity": "1",
      "unit_price": "$4,200.00",
      "total": "$4,200.00"
    },
    {
      "item": "Training session, up to eight people",
      "quantity": "2",
      "unit_price": "$300.00",
      "total": "$600.00"
    }
  ],
  "subtotal": "$6,000.00",
  "tax": "$480.00",
  "quote_total": "$6,480.00",
  "payment_terms": "50 percent on acceptance and 50 percent on delivery, each due 14 days from the invoice.",
  "notes": "Travel outside Franklin County is charged at cost and agreed with you before it is booked."
}

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-quote.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 quote.pdf \
  --data-binary @- <<'JSON'
{
  "template_id": "tmpl_your_template_id",
  "format": "pdf",
  "data": {
    "company_name": "Ridgeline Systems LLC",
    "quote_number": "Q-2026-0087",
    "issue_date": "August 8, 2026",
    "valid_until": "September 8, 2026",
    "prepared_by": "Alex Moreau, Account Director, alex.moreau@ridgelinesystems.example",
    "client_name": "Ashcombe Foods Inc.",
    "client_address": "Unit 3, Meadow Park, 700 Goodale Boulevard, Columbus, OH 43212, United States",
    "items": [
      {
        "item": "Discovery workshop, two days on site",
        "quantity": "1",
        "unit_price": "$1,200.00",
        "total": "$1,200.00"
      },
      {
        "item": "Implementation package",
        "quantity": "1",
        "unit_price": "$4,200.00",
        "total": "$4,200.00"
      },
      {
        "item": "Training session, up to eight people",
        "quantity": "2",
        "unit_price": "$300.00",
        "total": "$600.00"
      }
    ],
    "subtotal": "$6,000.00",
    "tax": "$480.00",
    "quote_total": "$6,480.00",
    "payment_terms": "50 percent on acceptance and 50 percent on delivery, each due 14 days from the invoice.",
    "notes": "Travel outside Franklin County is charged at cost and agreed with you before it is booked."
  }
}
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 Price Quote template with quote number "Q-2026-0087" and issue date "August 8, 2026".

How the MCP server works →

Price Quote

Blanks to fill

The data behind the preview

Generate this document via the API

Or let an AI assistant do it

More finance templates

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Credit Note

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