Quotation template

A quotation with subject, delivery date, delivery location, payment terms and validity period, plus approval stamp boxes. Line items continue onto the next page when needed.

A4 portrait
27 merge fields
Issued as PDF

Join early access How to use it

Company names, people, addresses and amounts in the sample are fictional.
The sample layout is in Japanese. You can change any text in the template editor.

Sample of the quotation template (first page of a PDF issued with DocRelay)

Use cases

Quotations prepared by sales teams
Issuing quotes from SFA or CRM opportunity data
Instant quotes from a web estimate form

Merge fields

The data fields you send to the API. Fields inside an array are shown as array.field.

Field	Description
`number`	Quote number
`issued_at`	Quote date (YYYY-MM-DD)
`customer.name`	Customer company name
`customer.person`	Customer contact name
`total`	Total including tax
`subject`	Subject
`delivery`	Delivery date
`place`	Delivery location
`payment_terms`	Payment terms
`valid_until`	Valid until (YYYY-MM-DD)
`issuer.name`	Issuer company name
`issuer.postal_code`	Issuer postal code
`issuer.address`	Issuer address
`issuer.tel`	Issuer phone number
`issuer.fax`	Issuer fax number
`issuer.contact`	Contact person
`items`	Line items (array)
`items.no`	Line number
`items.name`	Item and specification
`items.qty`	Quantity
`items.unit`	Unit
`items.price`	Unit price
`items.amount`	Amount
`subtotal`	Subtotal
`tax_rate`	Tax rate (e.g. 10%)
`tax`	Consumption tax
`note`	Notes

How to use it

In the dashboard, choose Create template, select "Start from a template" and pick "Quotation". The layout and sample data are copied into your project.
Edit the company name, logo and field positions in the template editor to match your own format.
Send the template name and data to POST /v1/renders to issue a PDF.

With a test API key (sk_test_) you can issue documents from the draft. Publish a version before issuing with a production API key. From an AI assistant, specify the same template in the from of the MCP create_template tool.

Create and issue via the API

Create a template by setting from to the template ID (quote) in POST /v1/templates, then send the template name and data to POST /v1/renders.

1. Create a template from the ready-made one

curl https://api.docrelay.jp/v1/templates \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{ "name": "Quotation", "from": "quote" }'

2. Send data and issue a PDF

curl https://api.docrelay.jp/v1/renders \
  -H "Authorization: Bearer $DOCRELAY_API_KEY" \
  -H "Content-Type: application/json" \
  -d @quote.json \
  -o quote.pdf

quote.json (sample data; arrays show the first item and long text is shortened)

{
  "template": "Quotation",
  "format": "pdf",
  "data": {
    "number": "Q-2026-0187",
    "issued_at": "2026-10-20",
    "customer": {
      "name": "株式会社見本製作所",
      "person": "購買部　佐藤 花子"
    },
    "subject": "業務用ノート PC 入替一式",
    "delivery": "ご発注後 3 週間以内",
    "place": "貴社 本社（大阪府大阪市北区例示町4-5-6）",
    "payment_terms": "月末締め 翌月末 銀行振込",
    "valid_until": "2026-11-30",
    "issuer": {
      "name": "サンプル商事株式会社",
      "postal_code": "100-0000",
      "address": "東京都千代田区見本町1-2-3 サンプルビル5F",
      "tel": "03-0000-0000",
      "fax": "03-0000-0001",
      "contact": "法人営業部　鈴木 一郎"
    },
    "items": [
      {
        "no": 1,
        "name": "ノート PC 14 型（Core i5・メモリ 16GB・SSD 512GB）",
        "qty": 20,
        "unit": "台",
        "price": 148000,
        "amount": 2960000
      }
    ],
    "subtotal": 3840000,
    "tax_rate": "10%",
    "tax": 384000,
    "total": 4224000,
    "note": "・本見積の価格には、配送費を含みます。…"
  }
}