Quotation Template

Generate this document with a simple API request. Post JSON and get a PDF back.

Quotation (detailed)
Document generated using default styling
Quotation (detailed)
Generated using a custom font and color

Example JSON

Below is the JSON used to create the quotation above. All of the attributes within the data parameter are non mandatory. Supply only what you want to populate on the document.

To give this a quick test, copy the JSON below and paste it into postman. Here is a quick start on using postman. You will need to grab your API key from the dashboard first.

{
    "template": "quotation2",
    "font": "Roboto",
    "page_numbers": true,
    "data": {
        "color": "#000",
        "accent_color": "#eee",
        "company": {
            "logo": "https://docamatic.s3-eu-west-1.amazonaws.com/assets/360_logo_small.png",
            "name": "360 Footwear",
            "address": "787 Brunswick, Los Angeles, CA 50028",
            "contact": "support@360footwear.co / 4444 555 555",
            "website": "360footwear.co"
        },
        "title": "Quotation",
        "subtitle": "This quote is confidential information. Please do not share",
        "quote_name": "Claire Simms",
        "quote_number": "658437",
        "quote_date": "December, 4, 2020",
        "quote_expiration": "January, 4, 2021",
        "account_rep": "Casey Williams",
        "phone": "4444 555 555",
        "email": "casey@360footwear.co",
        "notes": "Please contact sales.",
        "purchasing_information": [
            {
                "attribute": "Contract Name",
                "value": "NYC-X324242593-3392"
            },
            {
                "attribute": "Purchasing Instructions",
                "value": "Please forward your PO to orders@360footwear.co and attach this quotation."
            }
        ],
        "lines": [
            {
                "description": {
                    "title": "Bulk deal pallet",
                    "subtitle": "Contents:",
                    "configuration": [
                        {
                            "description": "Men's Pursuit Running Shoes - 10/M - BLACK",
                            "sku": "PRS3f000011-AH",
                            "quantity": 15
                        },
                        {
                            "description": "Men's Shelby Leather Boots - 10/M",
                            "sku": "SBX44733742-BF",
                            "quantity": 20
                        },
                        {
                            "description": "Gel Venture Trail Runners - 11/M - BLUE",
                            "sku": "KTR34534535-GT",
                            "quantity": 15
                        }
                    ]
                },
                "quantity": "2",
                "unit_price": "$1,000.00",
                "total": "$2,000.00"
            },
            {
                "description": {
                    "title": "Women's Blaze Trail Runners - 9/F - BLACK",
                    "subtitle": "SKU: UL7RFJEf84E-TT"
                },
                "quantity": "10",
                "unit_price": "$40.00",
                "original_unit_price": "$50.00",
                "special_price_valid_to": "Special price valid until 12/18/20",
                "total": "$400.00"
            }
        ],
        "comments": "Thank you for your business!",
        "sales_tax_percentage": "6%",
        "sales_tax": "$144.00",
        "subtotal": "$2,400.00",
        "total": "$2,544.00",
        "terms_and_conditions": [
            "Payment will be due prior to delivery of service and goods.",
            "This quotation is not a contract or a bill. It is our best guess at the total price for the goods described above."
        ]
    }
}

Styling

It's super easy to change the look and feel of the quotation to better align with your own branding. You can insert your own logo by simply supplying a URL to your logo. If you don't want to display a logo, just leave it from your request.

By default, all documents are generated using Roboto font and a base size of 0.8rem. You can specify a custom font like so:

    
{
    "template": "quotation2",
    "font": "Nunito",
    "font_size": 0.9,
    "font_color": "#32325d",
    "data" : {...}
}
    

Generate as PDF or PNG

By default all templates are generated as a PDF document. If you would like to generate as a PNG image, supply the file_type parameter in your API request:

    
{
    "template": "quotation2",
    "file_type": "png",
    "data" : {...}
}
    

Need a custom template?

If you need a custom template please contact us to see if we can assist. If you prefer to build your own templates and require more flexibility, be sure to try our HTML to PDF API. We are using the same HTML to PDF API to generate the quotation above!

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