For software and automation agencies

Generate client proposals
from Word templates.

Keep the proposal in Word. Send client details and line items as JSON. Get a PDF for your existing workflow.

Explore the example Generate your own PDF

All example files are free to download. No signup needed to explore.

A complete example

One proposal. Three useful variations.

A fictional agency quotes a client onboarding project. Compare what changes when you edit the data or the Word document.

Original proposal

Three line items, a €2,600 project total and an optional €120/month support section.

One editable Word template plus the sample JSON produces this PDF.

DOCXEditable Word templateChange the wording and styling JSONMatching sample dataClient details, line items and conditions PDFGenerated proposalThe actual output shown alongside
Inspect the JSON data 
{
  "reference": "NP-2026-014",
  "issued": "24 October 2026",
  "validUntil": "23 November 2026",
  "company": "Maple & Moss Studio",
  "contact": "Alex Morgan",
  "project": "Client onboarding automation",
  "summary": "Connect your enquiry form to your CRM and generate a consistent PDF proposal for each qualified enquiry.",
  "items": [
    {
      "description": "Workflow discovery and field mapping",
      "qty": 1,
      "rate": "€480.00",
      "amount": "€480.00"
    },
    {
      "description": "Form and CRM integration",
      "qty": 2,
      "rate": "€720.00",
      "amount": "€1,440.00"
    },
    {
      "description": "Proposal template and handover",
      "qty": 1,
      "rate": "€680.00",
      "amount": "€680.00"
    }
  ],
  "total": "€2,600.00",
  "delivery": "10 working days after access and final copy are supplied.",
  "support": true,
  "supportFee": "€120.00"
}

These are pre-generated examples from TmplVision. Selecting a variation shows its saved output; it does not submit a live API request.

PDF output 1 pageOpen full PDF
Original proposal: proposal for Maple & Moss Studio with three deliverables and a €2,600 project total.
One editable Word template plus the sample JSON produces this PDF.

Your client keeps control of the document

Edit the proposal in Word.

Keep your branding and ordinary text in the document. Mark the parts that change for each client.

01

Client details

{{company}} and {{project}} are replaced with values from your JSON.

02

A row for each line item

The row starts with {{#each items}} in its first cell and ends with {{/each}} in its last. Each item becomes a complete row.

03

Optional content

{{#if support}} wraps the support paragraph. Set support to false to hide it.

Your application supplies prices and the total. This example uses preformatted EUR amounts; TmplVision does not calculate the quote. Check fonts and pagination with your own documents before sending them to clients.

Reproduce the result

Generate this PDF in your own account.

Start with the original template and data, then replace the fictional details with your own.

  1. Create your free account. Register for TmplVision and verify your email. Use the same EU or US region for your account and API requests.
  2. Upload and activate the Word template. In Templates, create a template and upload the original DOCX. Open it, click Activate and copy the Template ID. New templates start inactive and must be activated before API use.
  3. Create an API token. Open API Tokens in your account. Keep the token in your local environment or n8n credentials.
  4. Choose Node.js or n8n below. Both send the JSON variables to the same PDF endpoint. Download the returned file and compare it with the example.

Run with Node.js

Requires Node.js 22 or newer. Save these two files in one folder:

Download scriptDownload JSON

macOS or Linux
export TMPLVISION_API_TOKEN='YOUR_API_TOKEN'
export TMPLVISION_TEMPLATE_ID='YOUR_TEMPLATE_ID'
export TMPLVISION_REGION='eu'
node generate-proposal.cjs
Windows PowerShell
$env:TMPLVISION_API_TOKEN='YOUR_API_TOKEN'
$env:TMPLVISION_TEMPLATE_ID='YOUR_TEMPLATE_ID'
$env:TMPLVISION_REGION='eu'
node generate-proposal.cjs

Use us for a US account. The script saves proposal.pdf. Pass a different JSON filename to try another set of values.

Use it in n8n

Import the workflow, set your template ID in Proposal data, and select a Header Auth credential in Generate proposal PDF.

Header name
x-apitoken
Header value
Your TmplVision API token

For a US account, change the request host to us.api.tmplvision.io. Run the workflow manually; the PDF appears in the final node's binary output under data.

Download n8n workflow

Uses n8n's standard HTTP Request node. You add your own credentials after importing. The workflow runs only when you trigger it.

Try it with a proposal you already use.

Replace the sample template with your own Word document. Test the result before connecting it to your form, CRM or automation.

Create a free accountRead the template guide →