Sales

Close Deals Faster with
Automated Proposals

Automate quotes, proposals, sales orders, invoices, and order confirmations. Connect to your CRM or any system via API.

Get Started for Free

Every document your team needs

  • Quotes & Proposals — Professional quotes, pricing proposals, and service agreements.
  • Sales Orders — Order documents with line items, pricing, and delivery terms.
  • Invoices — Sales invoices, payment requests, and billing statements.
  • Packing Slips — Shipment documentation with item details and tracking information.
  • Receipts — Sales receipts, payment confirmations, and transaction records.
  • Order Confirmations — Purchase confirmations, order acknowledgments, and delivery schedules.
Sales receipt template
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PDF template example - Packing Slip
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Built for real-world documents

Everything you need to create professional business documents, from invoices to packing slips.

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Headers & footers that just work

Define once, repeat on every page automatically. Perfect for logos, page numbers, and legal mentions.

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Dynamic data binding

Inject any data into your templates. Names, addresses, prices, etc. — everything updates automatically.

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Tables that grow with your data

Rows grow automatically with your data. 3 items or 300, the table adapts and spans multiple pages if needed.

4

Built-in QR codes & barcodes

Generated on the fly from your data. Supports Code128, EAN-13, QR codes and more — all scanner-ready.

Try it free

60 free PDFs/month

Easy to use

Documents that adapt to your data

Go beyond simple placeholders. Use expressions to format, calculate, and control your content.

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Use system variables

Access page numbers, total pages, and current date and more automatically with {{sys.page_number}} and friends.

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Customize every component

Fine-tune content, borders, colors, sizes, positions, and more. Each element has its own properties panel.

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Built-in functions

Format dates, calculate totals, round numbers, and more. Use 100+ built-in functions or create your own.

Start building

No credit card required

Template editor with expressions
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Without writing a line of code

No-code integrations

Generate PDFs automatically with Zapier, Airtable, Make and other popular no-code platforms of your choice.

Automate PDFs in ZapierAutomate PDFs in AirtableAutomate PDFs in MakeAutomate PDFs in BubbleAutomate PDFs in n8n

WORKS WITH

SalesforceHubSpotPipedriveZoho CRMCloseMonday Sales CRM
Sales templates

Sample templates

Professional PDF templates for quotes, invoices, receipts, and more. Fully customizable and ready for API integration.

Itemized Sales Receipt Template

Itemized Sales Receipt Template

Launch Editor|View PDF
Professional Corporate Business Invoice

Professional Corporate Business Invoice

Launch Editor|View PDF
Packing Slip with QR Code and Barcode Tracking

Packing Slip with QR Code and Barcode Tracking

Launch Editor|View PDF
Start building yoursBrowse all templates

Frequently asked questions

How do I integrate TemplateFox with my CRM?

TemplateFox connects to Salesforce, HubSpot, Pipedrive, and other CRMs via our Zapier integration, Make, or directly via REST API. Trigger PDF generation when deals close, quotes are requested, or orders are placed.

Can I generate quotes automatically?

Yes. Design quote templates with your company branding, product catalog, and pricing tiers. Generate professional quotes automatically from your CRM data, including line items, discounts, and terms.

How do I create sales proposals?

Design proposal templates with cover pages, scope of work, pricing tables, and terms. Pass deal data via API and generate customized proposals with proper formatting and pagination.

Can I batch generate invoices?

Yes. Use our REST API for batch processing or set up automations in Make. Generate hundreds of invoices, quotes, or order confirmations in parallel.

How do you handle deal data security?

TemplateFox processes your data only during PDF generation and does not retain deal or pricing information after the document is created. All API communications use TLS encryption. Review our security practices for details.

Can I add QR codes for quick payments?

Yes. Our template editor includes native QR code components. Add payment QR codes, order tracking links, or customer portal access codes to your documents.

Do you support multi-currency quotes?

Yes. Our templates support any currency format with proper number formatting. Include exchange rates, local currency equivalents, and international payment terms in your quote templates.

What integrations work with sales platforms?

We integrate with Salesforce, HubSpot, Pipedrive, Zoho, and other sales platforms through Zapier or Make. For custom CRM systems, use our REST API with webhook triggers.

How much does it cost for sales document generation?

TemplateFox offers 60 free PDFs per month — enough to test your workflows. Paid plans start at $19/month for higher volume. Each PDF generation costs 1 credit regardless of page count. View pricing for details.

Automate your PDF generation

Complete documentation, no-code integrations, and a powerful API to help you generate PDFs at scale. Let us handle the boring stuff.

Start generating→Read the docs