Finance

Quote & estimate PDF generator

A polished price estimate with line items and validity window to win the deal before invoicing.

Send prospects a polished price estimate without building PDFs by hand. Provide the services, quantities, prices and a validity window, and PDFgen renders a clean quote PDF you can email or surface in your CRM.

When the deal closes, reuse the same data to generate the matching invoice — one template pipeline for your whole quote-to-cash flow.

Generate a Quote / Estimate PDF via the API

POST your data to /api/v1/generate and get a PDF back. Copy-paste an example, swap in your API key, and loop over a list to render thousands — one quote / estimate per record.

curl -X POST https://pdfgen.com/api/v1/generate \
  -H "Authorization: Bearer pdfg_live_xxx" \
  -H "Content-Type: application/json" \
  -d '{
    "html": "<div style=\"max-width:760px;margin:0 auto;padding:48px;font-family:-apple-system,BlinkMacSystemFont,Segoe UI,Roboto,Helvetica,Arial,sans-serif;color:#111827;\">\n  <div style=\"display:flex;justify-content:space-between;align-items:flex-start;margin-bottom:36px;\">\n    <h1 style=\"font-size:24px;font-weight:800;margin:0;\">{{company.name}}</h1>\n    <div style=\"text-align:right;\">\n      <h2 style=\"font-size:28px;letter-spacing:2px;color:#0f766e;margin:0;font-weight:800;\">QUOTE</h2>\n      <p style=\"margin:6px 0 0;color:#6b7280;font-size:13px;\">#{{quoteNumber}} &middot; valid until {{formatDate validUntil}}</p>\n    </div>\n  </div>\n  <p style=\"font-size:11px;text-transform:uppercase;letter-spacing:1px;color:#9ca3af;margin:0 0 6px;\">Prepared for</p>\n  <p style=\"margin:0 0 28px;font-weight:600;\">{{client.name}}</p>\n  <table style=\"width:100%;border-collapse:collapse;font-size:14px;\">\n    <thead>\n      <tr style=\"background:#f0fdfa;text-align:left;\">\n        <th style=\"padding:12px;border-bottom:1px solid #ccfbf1;\">Service</th>\n        <th style=\"padding:12px;border-bottom:1px solid #ccfbf1;text-align:center;\">Qty</th>\n        <th style=\"padding:12px;border-bottom:1px solid #ccfbf1;text-align:right;\">Price</th>\n      </tr>\n    </thead>\n    <tbody>\n      {{#each items}}\n      <tr>\n        <td style=\"padding:12px;border-bottom:1px solid #f3f4f6;\">{{description}}</td>\n        <td style=\"padding:12px;border-bottom:1px solid #f3f4f6;text-align:center;\">{{quantity}}</td>\n        <td style=\"padding:12px;border-bottom:1px solid #f3f4f6;text-align:right;\">{{formatCurrency amount ../currency}}</td>\n      </tr>\n      {{/each}}\n    </tbody>\n  </table>\n  <div style=\"display:flex;justify-content:flex-end;margin-top:20px;\">\n    <div style=\"background:#0f766e;color:#fff;padding:14px 24px;border-radius:8px;font-size:16px;font-weight:800;\">\n      Estimated total: {{formatCurrency total currency}}\n    </div>\n  </div>\n  <p style=\"margin-top:40px;font-size:12px;color:#9ca3af;\">{{notes}}</p>\n</div>",
    "engine": "handlebars",
    "format": "A4",
    "data": {
      "company": {
        "name": "Beacon Consulting"
      },
      "client": {
        "name": "Riverside Retail Group"
      },
      "quoteNumber": "Q-3391",
      "validUntil": "2026-07-31",
      "currency": "USD",
      "items": [
        {
          "description": "Discovery workshop",
          "quantity": 1,
          "amount": 2500
        },
        {
          "description": "Implementation (per month)",
          "quantity": 3,
          "amount": 4000
        },
        {
          "description": "Training & handover",
          "quantity": 1,
          "amount": 1500
        }
      ],
      "total": 16000,
      "notes": "This estimate is non-binding and excludes applicable taxes."
    }
  }' --output quote.pdf

Working in another language? Follow a full guide for your stack:

Node.jsNext.jsReactPythonDjangoRuby on RailsLaravelPHPGo

What you can build

  • Generating quotes straight from your CRM or sales tool
  • Letting prospects download an estimate from a pricing page
  • Producing consistent estimates across a sales team
  • Converting an accepted quote into an invoice automatically

Frequently asked questions

Can I set an expiry / valid-until date on the quote?
Yes — pass a validUntil date in your data and it renders in the quote header. Update the wording in the template if you need different terms.
How do I turn an accepted quote into an invoice?
Reuse the same line-item data against the invoice template. Because both are Handlebars templates, the fields line up and you avoid re-keying anything.
Can I generate quotes in Node or Python?
Yes — it’s a single HTTP POST, so any language works. Copy-paste Node and Python examples are on this page.

Related templates

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Ship your quote / estimate PDF endpoint today

Generate this template with AI, tweak it to match your brand, then render at scale with a single API call — no headless browsers to babysit.