Agencies

One Template, Every Client.
Their Brand, Your Workflow.

Generate white-label proposals, reports, and invoices branded for each client. Swap logos and colors dynamically — one template serves all accounts.

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Proposals, reports, invoices — branded per client

  • Client Proposals — Branded pitches, project scopes, and service packages.
  • Campaign Reports — Performance metrics, analytics, and ROI summaries.
  • Invoices & Billing — Professional service invoices and retainer statements.
  • Contracts — SOWs, NDAs, and service agreements.
  • Media Kits — Press materials, brand assets, and promotional docs.
  • Client Deliverables — Reports, audits, summaries, and documentation.
Neo Brutalist Invoice template
Precision Engineering
PDF template example - Packing Slip
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Built for real-world documents

Everything you need to create professional business documents, from invoices to packing slips.

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Headers & footers that just work

Define once, repeat on every page automatically. Perfect for logos, page numbers, and legal mentions.

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Dynamic data binding

Inject any data into your templates. Names, addresses, prices, etc. — everything updates automatically.

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Tables that grow with your data

Rows grow automatically with your data. 3 items or 300, the table adapts and spans multiple pages if needed.

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Built-in QR codes & barcodes

Generated on the fly from your data. Supports Code128, EAN-13, QR codes and more — all scanner-ready.

Try it free

60 free PDFs/month

Easy to use

Documents that adapt to your data

Go beyond simple placeholders. Use expressions to format, calculate, and control your content.

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Use system variables

Access page numbers, total pages, and current date and more automatically with {{sys.page_number}} and friends.

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Customize every component

Fine-tune content, borders, colors, sizes, positions, and more. Each element has its own properties panel.

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Built-in functions

Format dates, calculate totals, round numbers, and more. Use 100+ built-in functions or create your own.

Start building

No credit card required

Template editor with expressions
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Without writing a line of code

No-code integrations

Generate PDFs automatically with Zapier, Airtable, Make and other popular no-code platforms of your choice.

Automate PDFs in ZapierAutomate PDFs in AirtableAutomate PDFs in MakeAutomate PDFs in BubbleAutomate PDFs in n8n

WORKS WITH

HubSpotMonday.comAsanaClickUpNotionHarvest
Agency templates

White-label ready templates

Invoice and proposal templates that adapt to any client's branding. Swap logos, colors, and details dynamically.

Bold Creative Agency Invoice Template

Bold Creative Agency Invoice Template

Launch Editor|View PDF
Consulting Service Receipt Template

Consulting Service Receipt Template

Launch Editor|View PDF
European Corporate Invoice with VAT & IBAN

European Corporate Invoice with VAT & IBAN

Launch Editor|View PDF
Start building yoursBrowse all templates

Frequently asked questions

Can I white-label documents with my clients' branding?

Yes. Templates can dynamically swap logos, colors, headers, and footers based on client data. Generate reports that look like they came from each client's own system — perfect for agencies serving multiple brands.

How do I create proposal templates?

Use our template editor to design proposals with your agency's branding. Include cover pages, service breakdowns, pricing tables, and terms. Dynamic fields pull in client names, project details, and custom pricing per deal.

Can I generate reports automatically from HubSpot?

Yes. Connect HubSpot to TemplateFox via Zapier, Make, or n8n. When deals close, campaigns end, or reporting periods complete, automatically generate branded reports with metrics pulled from HubSpot.

How do I batch generate client invoices?

Use our REST API for batch processing. Generate dozens of invoices in parallel for end-of-month billing. Each request takes ~2 seconds, and you can run multiple requests concurrently.

Can I include charts and analytics in reports?

Yes. Templates support embedded images. Generate charts in your analytics platform, export as images, and pass the URLs to your template. Charts render inline with full quality in the final PDF.

How do I manage templates for multiple clients?

Create a single template with dynamic branding fields (logo URL, primary color, company name). Pass different branding data per client. One template, unlimited client variations.

Can I connect to project management tools?

Yes. Connect Monday.com, Asana, ClickUp, or any tool via Zapier, Make, or n8n. Generate project summaries, timesheets, or deliverables when tasks complete or projects close.

How do I track time and generate invoices from Harvest?

Connect Harvest via Make or Zapier. When time entries are approved or invoices are created in Harvest, trigger PDF generation with detailed line items, hours, rates, and totals.

How much does it cost for agency use?

TemplateFox offers 60 free PDFs per month — enough to test with a few clients. Paid plans start at $19/month for higher volume. View pricing for details.

Automate your PDF generation

Complete documentation, no-code integrations, and a powerful API to help you generate PDFs at scale. Let us handle the boring stuff.

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