How do I generate a customer success qbr PDF from JSON?

Send a POST to /api/v1/generate with your API key, the template id and a JSON body shaped like the sample on this page; DocuJSON renders the customer success qbr and returns the PDF. The same template is callable from the DocuJSON MCP server inside Claude, Cursor or your own agent.

What data does the customer success qbr template need?

The JSON body has 7 top-level keys: customer, period, outcomes, adoption, supportThemes, roadmapAlignment, nextSteps.

Which designs does the customer success qbr template come in?

Five, all free: base, ledger, instrument, rail, form. The same JSON body renders in all of them, so you can switch the design of your customer success qbr without changing your integration.

Is the customer success qbr template free?

Yes. Every template and every design is free, with a small DocuJSON watermark on the free plan. Pro removes the watermark, puts your logo where the DocuJSON mark sits in the customer success qbr preview, and unlocks configurable variables and higher volume.

template · Revenue · Letter portrait

customer success qbr template: json in, branded pdf out

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

use this template →generate it from code all templates

five designs, one json body

base · Fraunces + Inter Tightuse this design →

the docujson house design: serif titles, clean tables, KPI cards, navy accents.

what's inside

the sections of the document, in reading order.

01customer
02period
03outcomes · 2 items
04adoption · 3 items
05support themes · 2 items
06roadmap alignment · 2 items
07next steps · 2 items

the json body

7 keys

every key the document reads. send this shape, get the pdf.

customerobjectcustomer
periodstringperiod
outcomesarrayoutcomes · 2 items
adoptionarrayadoption · 3 items
supportThemesarraysupport themes · 2 items
roadmapAlignmentarrayroadmap alignment · 2 items
nextStepsarraynext steps · 2 items

built-in logic

This template's structure does the work: kpi cards. Send the JSON; the engine lays it out in any of the five designs.

configurable outputs · pro

pro

one template. many outputs.

Set these once per template, in the workspace, no code. Every request then lays out by the rules you chose: the same data, a different document.

on every template

Signature blocks
Date format
Currency
Page orientation

configure it in the workspace →

the same data, three ways

signature blocks: off

page orientation: landscape

generate it from your code

01Pick a designChoose one of the five customer success qbr designs; base and ledger are free.
02Send your JSONPOST a body shaped like the sample (customer, period, outcomes, adoption…) to /api/v1/generate with your API key, or call the template from the MCP server.
03Get the PDFDocuJSON renders the customer success qbr with your logo and returns the PDF; the template id stays stable as you iterate.

Use this template in the builder, publish it, and you get a stable templateId for the API and the MCP server.

curl -X POST https://api.docujson.com/v1/generate \
  -H "x-api-key: YOUR_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "templateId": "<your-template-id>", "data": { ... } }'

also: the `generate_pdf` tool on mcp.docujson.com, from Claude, Cursor or your own agent.

questions, answered

What is a customer success qbr?: Account health, adoption, outcomes, support, roadmap, and renewal path.
How do I generate a customer success qbr PDF from JSON?: Send a POST to /api/v1/generate with your API key, the template id and a JSON body shaped like the sample on this page; DocuJSON renders the customer success qbr and returns the PDF. The same template is callable from the DocuJSON MCP server inside Claude, Cursor or your own agent.
What data does the customer success qbr template need?: The JSON body has 7 top-level keys: customer, period, outcomes, adoption, supportThemes, roadmapAlignment, nextSteps.
Which designs does the customer success qbr template come in?: Five, all free: base, ledger, instrument, rail, form. The same JSON body renders in all of them, so you can switch the design of your customer success qbr without changing your integration.
Is the customer success qbr template free?: Yes. Every template and every design is free, with a small DocuJSON watermark on the free plan. Pro removes the watermark, puts your logo where the DocuJSON mark sits in the customer success qbr preview, and unlocks configurable variables and higher volume.

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