DocForgeQuote PDF template for sales proposals from CSV
Generate professional quote PDFs from spreadsheet rows with customer details, item summaries, validity dates, subtotal, tax, total, and prepared-by fields.
Template ingredients
- CSV fields
- 10 mapped columns
- Liquid steps
- 4 setup steps
- Industries
- Sales operations, B2B services, SaaS
This quote template helps sales and revenue operations teams turn approved pricing rows into customer-ready PDF quotes. Each CSV row carries the quote number, customer name, contact person, issue date, valid-through date, item summary, subtotal, tax, total, and prepared-by name. The layout gives prospects the commercial answer first while keeping the source data simple enough for a coordinator to export from a CRM, spreadsheet, or internal pricing worksheet.
Use it when reps need consistent quote documents but the final numbers already live outside a design tool. The Liquid variables make every changing field visible, so reviewers can check dates, customer names, totals, and ownership before a quote is sent. Teams can adapt the fixed copy for approval language, discount notes, renewal terms, or regional tax treatment while keeping the same core CSV contract. Preview rows with long account names, multi-product summaries, and unusual validity periods before running the batch, especially when quotes are sent near a pricing deadline.
Sample CSV
| quote_number | customer_name | contact_name | issue_date | valid_until | item_summary | subtotal | tax | total | prepared_by |
|---|---|---|---|---|---|---|---|---|---|
| Q-2026-104 | Acme Analytics | Jordan Lee | 2026-05-01 | 2026-05-15 | Pro onboarding package | 2400.00 | 480.00 | 2880.00 | Riley Patel |
| Q-2026-105 | Northstar Labs | Sam Rivera | 2026-05-02 | 2026-05-16 | Team platform renewal | 12900.00 | 2580.00 | 15480.00 | Morgan Ellis |
Sample Liquid
<article class="quote">
<header>
<p>Quote {{ quote_number }}</p>
<h1>{{ customer_name }}</h1>
<p>Prepared for {{ contact_name }}</p>
</header>
<section>
<p>Issued {{ issue_date }}</p>
<p>Valid until {{ valid_until }}</p>
<p>{{ item_summary }}</p>
</section>
<table>
<tr><th>Subtotal</th><td>{{ subtotal }}</td></tr>
<tr><th>Tax</th><td>{{ tax }}</td></tr>
<tr><th>Total</th><td>{{ total }}</td></tr>
</table>
<footer>Prepared by {{ prepared_by }}</footer>
</article>How to use this template
- 1
Export approved pricing
Start from pricing that sales leadership or finance has already approved, with one CSV row per customer quote.
- 2
Map commercial fields
Match quote numbers, customer names, item summaries, validity dates, totals, and owner names to the Liquid variables in the template.
- 3
Preview high-value quotes
Render a few rows with long account names and large totals so reviewers can catch layout issues before prospects see the document.
- 4
Generate the batch
Run the final CSV, download the PDFs, and attach each quote to the matching deal or customer record.