Sales Pipeline Review
Pipeline coverage, stage movement, top deals, risks, and forecast.
Revenue· 5 designs
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template · Revenue · per-event · Letter portrait
Persuasive, multi-section offer covering the client's problem, proposed solution, scope, timeline, team, pricing and how to accept.
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.
the json body
17 keysevery key the document reads. send this shape, get the pdf.
titlestringtitleproposalNumberstringproposal numberdatestringdatevalidUntilstringvalid untilpreparedByobjectprepared bypreparedForobjectprepared forcoverLetterstringcover letterproblemStatementstringproblem statementsolutionstringsolutionscopeOfWorkarrayscope of work · 4 itemstimelinearraytimeline · 3 itemsteamarrayteam · 2 itemspricingarraypricing · 3 itemstotalsobjecttotalsnextStepsarraynext steps · 3 itemstermsarrayterms · 2 itemsacceptanceobjectacceptancebuilt-in logic
This template's structure does the work: computed totals, signature blocks. Send the JSON; the engine lays it out in any of the five designs.
configurable outputs · pro
proSet 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
the same data, three ways
generate it from your code
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
other revenue templates
all revenue →Pipeline coverage, stage movement, top deals, risks, and forecast.
Revenue· 5 designs
Account health, adoption, outcomes, support, roadmap, and renewal path.
Revenue· 5 designs
Priced offer listing products or services, quantities, taxes, validity date and a place for the customer to accept.
Revenue· per-event· 5 designs
your sales proposal, from json, in one call.
free to start. you land on this template when you sign up.
use this template →