Document Builder for Perfex CRM

Branded invoices, estimates, proposals, and contracts — the same layout on the PDF, the emailed PDF, and the public client page.

Native Perfex documents (Invoice, Contracts, Proposals and Estimates) all look the same.

Document Builder replaces that fixed PDF with a visual block editor: cover, header, parties, items, totals, terms, upsell, payment info, signatures, page breaks. Publish one template per type. Pay, Accept, and Sign stay in Perfex.

You now have full control on how you Invoice, Contracts, Proposals and Estimates should look and feel.

WHO THIS IS FOR

• Agencies that send proposals and want the PDF to match the public Accept page
• Freelancers and studios tired of the default Perfex invoice
• Teams that close deals in Perfex (estimate → proposal → contract → invoice) and want one brand through the whole path
• Anyone who now hires a developer every time a client asks for a “nicer PDF”

INVOICES

Built for getting paid without looking like every other Perfex install.

• Header with logo, invoice number, and status
• From / To (optional shipping address)
• Items table and totals (subtotal, tax, discount, total; optional amount in words)
• Terms / notes with dynamic fields ({invoice_number}, {invoice_duedate}, {invoice_total}…)
• Offline payment info (bank / payment modes from Perfex)
• Upsell block (“Need the next phase?”)
• Company + customer signature slot, placed where you want it
• Cover and page breaks if you send a more formal invoice pack
• Used on PDF download, PDF attached to the invoice email, and the public Pay page