Which revenue documents can I generate?

Sales Pipeline Review, Customer Success QBR, Sales Quote, Sales Proposal. Each has its own JSON body and renders in five designs.

How do I generate a revenue PDF from JSON?

Pick a template, send its JSON body to /api/v1/generate with your API key, and DocuJSON returns the PDF. The same templates are available through the MCP server for agents.

Are the revenue templates free?

The base and ledger designs are free with a small watermark; the Pro plan removes it and unlocks instrument, rail and form.

template library · 4 templates

revenue templates

4 revenue documents, each with a JSON body, five designs and an API: Sales Pipeline Review, Customer Success QBR, Sales Quote, Sales Proposal.

Sales Pipeline Review

Pipeline coverage, stage movement, top deals, risks, and forecast.

Revenue· 5 designs

Customer Success QBR

Account health, adoption, outcomes, support, roadmap, and renewal path.

Revenue· 5 designs

Sales Quote

Priced offer listing products or services, quantities, taxes, validity date and a place for the customer to accept.

Revenue· per-event· 5 designs

Sales Proposal

Persuasive, multi-section offer covering the client's problem, proposed solution, scope, timeline, team, pricing and how to accept.

Revenue· per-event· 5 designs

questions, answered

Which revenue documents can I generate?: Sales Pipeline Review, Customer Success QBR, Sales Quote, Sales Proposal. Each has its own JSON body and renders in five designs.
How do I generate a revenue PDF from JSON?: Pick a template, send its JSON body to /api/v1/generate with your API key, and DocuJSON returns the PDF. The same templates are available through the MCP server for agents.
Are the revenue templates free?: The base and ledger designs are free with a small watermark; the Pro plan removes it and unlocks instrument, rail and form.

template library · 4 templates

revenue templates

4 revenue documents, each with a JSON body, five designs and an API: Sales Pipeline Review, Customer Success QBR, Sales Quote, Sales Proposal.

Sales Pipeline Review

Pipeline coverage, stage movement, top deals, risks, and forecast.

Revenue· 5 designs

Customer Success QBR

Account health, adoption, outcomes, support, roadmap, and renewal path.

Revenue· 5 designs

Sales Quote

Priced offer listing products or services, quantities, taxes, validity date and a place for the customer to accept.

Revenue· per-event· 5 designs

Sales Proposal

Persuasive, multi-section offer covering the client's problem, proposed solution, scope, timeline, team, pricing and how to accept.

Revenue· per-event· 5 designs

questions, answered

Which revenue documents can I generate?: Sales Pipeline Review, Customer Success QBR, Sales Quote, Sales Proposal. Each has its own JSON body and renders in five designs.
How do I generate a revenue PDF from JSON?: Pick a template, send its JSON body to /api/v1/generate with your API key, and DocuJSON returns the PDF. The same templates are available through the MCP server for agents.
Are the revenue templates free?: The base and ledger designs are free with a small watermark; the Pro plan removes it and unlocks instrument, rail and form.