Use case
Invoices and quotes that write themselves
Stop retyping client details and recalculating totals. Generate branded invoices and quotes from a form submission, a webhook, or your existing tools - with the math done for you.
- Line items and totals calculated
- PDF and Word output
- Emailed to clients automatically
One workflow, every invoice
Set the workflow up once. From then on, every invoice follows the same reliable path.
Capture the billing data
Fill in a quick form with client and line-item details, or trigger the workflow automatically from your ordering system, CRM, or store via webhook calls - sent directly or through Zapier or Make.
Generate the invoice
Loops turn your line items into a clean table, formulas compute subtotals, tax, and totals, and conditions handle discounts or notes. The result is a branded PDF or DOCX with your invoice number and dates in place.
Send and record
Email the invoice to the client, keep a copy in cloud storage, and append the details to a spreadsheet for your records - all in one automated run.
Everything an invoice needs, automated
TemplateDocs handles the fiddly parts of billing documents - tables, math, and formatting - automatically.
Dynamic line-item tables
One template row becomes as many rows as the invoice needs. Loops build the table from your data - two line items or twenty, the layout stays perfect.
Formulas for the math
Subtotals, taxes at the rates you supply, discounts, and due dates calculated with built-in math, text, and date functions. No manual arithmetic.
Your branding, preserved
Design the invoice in Word with your logo, colors, and layout. Every generated invoice looks exactly like your template - because it is your template.
Connects to your existing tools
Trigger invoices from Zapier, Make, viaSocket, or a plain webhook when an order is placed, a deal closes, or a project wraps up.
Delivery included
Send finished invoices by email, save them to Google Drive or other connected apps, or pass them anywhere through HTTP, Zapier, or Make.
Quotes too
The same workflow pattern covers quotes and estimates - generate a quote from an inquiry form, and reuse the data for the invoice when the client says yes.
Billing documents teams automate
- Invoices
- Quotes
- Estimates
- Credit notes
- Receipts
- Payment reminders
- Purchase orders
- Statements
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Frequently asked questions
- Invoice numbers come from your data - your system, spreadsheet, or form input - and the template places and formats them. Dates and due dates can be computed with formulas, for example adding 30 days to the issue date.
- You design one table row in your Word template with tags. Loops repeat it for every line item in the data, and formulas calculate subtotals, taxes, and the grand total. The table grows or shrinks with the data automatically.
- Yes. Trigger the workflow once per record with webhook calls, sent directly or through Zapier or Make - for example for every row in a spreadsheet or every order in your store - and each run produces its own invoice.
- No - and that is by design. TemplateDocs generates and delivers the documents. It works alongside your bookkeeping tools, and can log every generated invoice to a spreadsheet or push data onward via integrations.
- PDF for sending to clients, DOCX if you want an editable copy - or both from the same template in the same run.
Bill faster. Get paid faster.
Upload your invoice template and TemplateDocs turns it into a workflow that bills every client the same way - accurately, instantly, automatically.
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