Finance

Financial Summary PDF Template

Generate financial summaries with budget allocation charts and revenue trends. Professional finance reports via API for quarterly and annual reporting.

22 customizable variables

Start Using This Template View API Documentation

How It Works

1. Get Your API Key

2. Send JSON Payload

Make a POST request with your template variables as JSON.

3. Receive PDF URL

Get a direct URL to your generated PDF document.

Template Variables

Customize your PDF by providing values for these variables in your API request.

Variable Name	Type	Description	Default Value
{{quarter}}	text	Financial quarter	Q4 2024
{{total_revenue}}	text	Total revenue amount	$1,250,000
{{net_profit}}	text	Net profit amount	$312,500
{{budget_chart}}	chart	Doughnut chart showing budget allocation	-
{{revenue_chart}}	chart	Area/Line chart showing revenue trends	-
{{report_date}}	date	Report generation date	__TODAY__
{{total_expenses}}	text	Total expenses this period	€512,100
{{profit_margin}}	text	Profit margin percentage	39.5%
{{revenue_change}}	text	Revenue change vs last period	+12.4%
{{expense_change}}	text	Expense change vs last period	-3.2%
{{profit_change}}	text	Profit change vs last period	+28.7%
{{margin_change}}	text	Margin change vs last period	+5pp
{{executive_summary}}	text	Executive summary text	Q4 performance exceeded projections with revenue up 12.4% and costs down 3.2%, resulting in a 28.7% increase in net profit.
{{budget_operations}}	text	Operations budget %	35%
{{budget_marketing}}	text	Marketing budget %	20%
{{budget_rd}}	text	R&D budget %	18%
{{budget_admin}}	text	Administration budget %	12%
{{budget_sales}}	text	Sales budget %	10%
{{budget_other}}	text	Other budget %	5%
{{insight_info}}	text	Information insight	Revenue exceeded targets by 8% this quarter, driven by strong enterprise client acquisition.
{{insight_success}}	text	Success insight	Cost optimization initiatives delivered €45K in savings this quarter.
{{insight_warning}}	text	Warning insight	Operating costs trending higher than projected. Quarterly review recommended.

Code Examples

Copy and paste these examples to start generating PDFs with this template.

curl -X POST 'https://api.pdf-sign.com/functions/v1/generate-pdf-preview' \
  -H 'Content-Type: application/json' \
  -H 'x-api-key: pdfsign_YOUR_API_KEY' \
  -d '{
    "templateId": "a2314044-17a5-4221-b52d-c4b67ddb195a",
    "variables": {
      "quarter": "Q4 2024",
      "total_revenue": "$1,250,000",
      "net_profit": "$312,500",
      "budget_chart": "your_budget_chart",
      "revenue_chart": "your_revenue_chart",
      "report_date": "__TODAY__",
      "total_expenses": "€512,100",
      "profit_margin": "39.5%",
      "revenue_change": "+12.4%",
      "expense_change": "-3.2%",
      "profit_change": "+28.7%",
      "margin_change": "+5pp",
      "executive_summary": "Q4 performance exceeded projections with revenue up 12.4% and costs down 3.2%, resulting in a 28.7% increase in net profit.",
      "budget_operations": "35%",
      "budget_marketing": "20%",
      "budget_rd": "18%",
      "budget_admin": "12%",
      "budget_sales": "10%",
      "budget_other": "5%",
      "insight_info": "Revenue exceeded targets by 8% this quarter, driven by strong enterprise client acquisition.",
      "insight_success": "Cost optimization initiatives delivered €45K in savings this quarter.",
      "insight_warning": "Operating costs trending higher than projected. Quarterly review recommended."
    }
  }'

Example JSON Payload

Here's a complete example of the variables object you'll send in your API request.

{
  "templateId": "a2314044-17a5-4221-b52d-c4b67ddb195a",
  "variables": {
    "quarter": "Q4 2024",
    "total_revenue": "$1,250,000",
    "net_profit": "$312,500",
    "budget_chart": "your_budget_chart",
    "revenue_chart": "your_revenue_chart",
    "report_date": "__TODAY__",
    "total_expenses": "€512,100",
    "profit_margin": "39.5%",
    "revenue_change": "+12.4%",
    "expense_change": "-3.2%",
    "profit_change": "+28.7%",
    "margin_change": "+5pp",
    "executive_summary": "Q4 performance exceeded projections with revenue up 12.4% and costs down 3.2%, resulting in a 28.7% increase in net profit.",
    "budget_operations": "35%",
    "budget_marketing": "20%",
    "budget_rd": "18%",
    "budget_admin": "12%",
    "budget_sales": "10%",
    "budget_other": "5%",
    "insight_info": "Revenue exceeded targets by 8% this quarter, driven by strong enterprise client acquisition.",
    "insight_success": "Cost optimization initiatives delivered €45K in savings this quarter.",
    "insight_warning": "Operating costs trending higher than projected. Quarterly review recommended."
  }
}

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