Airtable + ShipPDF

Turn Airtable records into branded PDF documents.

Generate invoices, quotes, and reports from the records you already maintain. Map fields and linked line items to a reusable template, then save each PDF back to Airtable.

Start for free Watch the walkthrough

Start on the free plan. No credit card required.

Mapping Airtable invoice fields, customer details, and linked line items to a ShipPDF template. — Airtable screenshots · Invoice branding preview

One PDF per record. Filed back in your base.

The full walkthrough

See it in action with Airtable.

Follow this example workflow to generate invoice PDFs from Airtable records, map customer details and linked line items, and save each finished invoice to an attachment field.

Airtable + ShipPDFVideo walkthrough coming soonPlaceholder YouTube link ↗

Read the setup guide →

01 · What you can create

Less copying and pasting. More finished documents.

Invoices

Bring customer details and line items together from linked tables.

Quotes

Turn your records into a quote with your own layout and branding.

Reports

Create a separate report for each record in a table or view.

02 · Design once, use again

From your data to your next PDF.

Related data, one document

Use linked record fields for customer details and collections for repeating line items.

Save the setup for next time

Keep your template, table or view, field mappings, and output field together in a reusable action.

Keep PDFs with their records

ShipPDF attaches each PDF to its source record and skips records whose output field already contains files.

03 · How it works

Three steps to your first document.

01
Design and publish your template
Add your branding, define the fields, and set up repeating line items in ShipPDF.
02
Connect your base and map the fields
Authorize Airtable, choose a table or view, and save an action with your mappings and output attachment field.
03
Run the action and review the results
Start generation from ShipPDF. Records are processed in the background and receive their finished PDFs.

Read the setup guide →

Frequently asked questions

Do I need to write code?

No. Connect Airtable and configure the action in ShipPDF without pasting an API key.

Can I include line items from linked records?

Yes. Map a linked-record field to a collection, then choose the source for each column. Each collection supports up to 100 items.

Can I generate several PDFs in one run?

Yes. An action processes the records in your chosen table or view, generating one PDF for each eligible record.

Will existing attachments be replaced?

No. ShipPDF skips records whose output field already contains any attachment. Use a dedicated attachment field for your PDFs.

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Create proposals, quotes, and invoices without copying details out of your CRM. Map attributes and line items to your template, review the data, and save the finished PDF to the record.