How-to guide

How to generate quotes from a CSV

Turn approved pricing rows into consistent customer quote PDFs with DocForge.

15 minute guide

What you'll need

1
Export approved pricing rows
Start with quote data that has already been approved by the right sales or finance owner. Create one CSV row per customer quote and include quote_number, customer_name, contact_name, issue_date, valid_until, item_summary, subtotal, tax, total, and prepared_by. Remove internal notes that should not appear in the customer-facing PDF.
2
Choose the quote template
Open the quote PDF template and compare its Liquid variables against your CSV headers. Keep the commercial structure simple: customer details near the top, validity dates close to the offer, and totals in a compact table. If your team uses discount notes or renewal terms, add those as deliberate variables instead of pasting custom text into each generated quote.
3
Preview realistic deal examples
Render a handful of quotes before running the full export. Pick rows with long account names, large totals, bundled products, and short validity windows. Check that the document reads like a proposal, not a spreadsheet printout, and confirm that the prepared-by field points prospects to the right sales owner.
4
Generate and attach to deals
Run the final CSV once the preview is approved. Download the PDFs, attach each quote to the matching CRM deal or customer record, and keep the source CSV with the output so your team can explain exactly which pricing data produced each document.

How-to guide

Turn approved pricing rows into consistent customer quote PDFs with DocForge.

15 minute guide

1
Export approved pricing rows
Start with quote data that has already been approved by the right sales or finance owner. Create one CSV row per customer quote and include quote_number, customer_name, contact_name, issue_date, valid_until, item_summary, subtotal, tax, total, and prepared_by. Remove internal notes that should not appear in the customer-facing PDF.
2
Choose the quote template
Open the quote PDF template and compare its Liquid variables against your CSV headers. Keep the commercial structure simple: customer details near the top, validity dates close to the offer, and totals in a compact table. If your team uses discount notes or renewal terms, add those as deliberate variables instead of pasting custom text into each generated quote.
3
Preview realistic deal examples
Render a handful of quotes before running the full export. Pick rows with long account names, large totals, bundled products, and short validity windows. Check that the document reads like a proposal, not a spreadsheet printout, and confirm that the prepared-by field points prospects to the right sales owner.
4
Generate and attach to deals
Run the final CSV once the preview is approved. Download the PDFs, attach each quote to the matching CRM deal or customer record, and keep the source CSV with the output so your team can explain exactly which pricing data produced each document.