Guides on PDF templates and automation
Docuplate is a visual PDF template builder for invoices, quotes, and business documents. These articles explain how to design reusable layouts, batch-generate from CSV, and automate PDFs without rebuilding documents manually.
Builder · 3 min read
How to Build a PDF Template in 10 Minutes: Blocks, Fields, and Example Data
Click a block, type some text, bind a field from Example data, then download a PDF. The same layout can later fill from a webhook, form, or API call.
By Murtaza Aziz
Read articleBuilder · 3 min read
How to Turn the PDF Invoice You Already Send into a Reusable Template
Upload the invoice PDF you already email customers. Docuplate maps headers, tables, and totals into blocks you can bind to data instead of redrawing the page in Word.
By Murtaza Aziz
Read articleDocuments · 3 min read
Quote vs Estimate vs Invoice: Which Document to Send and When
A quote is an offer, an estimate is a range, an invoice is a request for payment. Mixing them up delays jobs and confuses bookkeeping. Here is when to send each, and how to keep the layouts consistent.
By Murtaza Aziz
Read articleAutomation · 3 min read
Generate a PDF from Zapier or Make: HTTP Module Setup Step by Step
POST JSON to Docuplate from a Zapier webhook or a Make HTTP module, then email or store the fileUrl. API keys start on Pro. Webhooks and public forms work on every plan without a key.
By Murtaza Aziz
Read articleDocuments · 3 min read
Delivery Note vs Packing Slip: What Goes on Each
A packing slip tells the warehouse what to put in the box. A delivery note is what the driver and the customer sign. Same shipment, two jobs, two PDFs.
By Murtaza Aziz
Read articleAutomation · 3 min read
Google Sheets to PDF: Turn Each Row into Its Own Document
Export a sheet as CSV, map columns to template fields, run preflight, download a zip of PDFs. Works for invoices, certificates, and statements. CSV batch starts on Starter, 100 rows per run.
By Murtaza Aziz
Read articleDocuments · 3 min read
What to Include on a Purchase Order: Fields, Numbering, and a Reusable PDF
A purchase order is a numbered offer to buy. Put supplier, ship-to, lines, tax, and a PO number on it, then reuse the same PDF layout for every order instead of a new spreadsheet.
By Murtaza Aziz
Read articleAutomation · 3 min read
PDF Generation API: Sync vs Async Jobs and When to Use Each
POST /api/public/templates/{templateId}/generate returns a fileUrl immediately. Pass async=true to queue a job and poll GET /api/public/jobs/{jobId}. Same template, two timings.
By Murtaza Aziz
Read articleDocuments · 3 min read
How to Issue a Credit Note Instead of Editing the Original Invoice
When an invoice is wrong, issue a credit note that cites the original number. Do not silently replace INV-1044.pdf. Same customer and lines, opposite sign, a new document number.
By Murtaza Aziz
Read articleDocuments · 3 min read
How to Send Monthly Customer Statements as PDFs in One Batch
A statement lists open invoices for one customer over a period. Build one template, export a spreadsheet of balances, generate up to 100 PDFs per CSV batch on Starter.
By Murtaza Aziz
Read articleAutomation · 1 min read
How to Automate Invoice PDF Generation Without Code
Connect webhooks or public forms to a reusable invoice template so PDFs generate when orders arrive. No server setup on the free plan.
By Murtaza Aziz
Read articleAutomation · 1 min read
CSV Batch PDF Generation: One Template, Hundreds of Documents
Upload a spreadsheet, map columns to template fields, and download a PDF for every row. Ideal for monthly billing runs and certificate lists.
By Murtaza Aziz
Read articleBuilder · 1 min read
PDF Template Builder vs Word Processors for Business Documents
Why repeat invoices, quotes, and delivery notes need structured templates instead of free-form documents that break when you edit line items.
By Murtaza Aziz
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