Attio + ShipPDF

From an Attio record to a proposal ready to share.

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.

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Start on the free plan. No credit card required.

Reviewing Harbor & Pine Outfitters record data in Attio before generating a proposal with ShipPDF. — From the Attio walkthrough

Your CRM data, in a PDF that looks like you.

The full walkthrough

See it in action with Attio.

Follow this example workflow to create a sales proposal PDF from an Attio deal, map client details and linked line items, and save the finished document to the record’s Files.

Read the setup guide →

01 · What you can create

Less copying and pasting. More finished documents.

Sales proposals

Combine client details, project scope, and services in one proposal.

Quotes

Import line items from linked records or enter them by hand.

Invoices

Reuse your layout and saved field mappings for the next record.

02 · Design once, use again

From your data to your next PDF.

Start from the record

Open Generate PDF in Attio and use the record’s attributes and linked data.

Map once, reuse across records

Save the rules for other records of the same object. Attributes are read again for each new document.

File the result in your CRM

Download the PDF or choose Save to record Files to keep a copy on the original record.

03 · How it works

Three steps to your first document.

01
Prepare your template
Design and publish a ShipPDF template with fields that match your CRM data.
02
Connect Attio and map your data
An admin connects the workspace. Open Generate PDF on a record and map attributes and line items.
03
Review, generate, and save
Check the values, generate the PDF, and choose Save to record Files to keep it with the record.

Read the setup guide →

Frequently asked questions

Who connects the integration?

An Attio workspace admin installs ShipPDF and authorizes a shared workspace connection for the team.

Can I reuse the same setup?

Yes. Save a mapping and use it on other records of the same object in your Attio workspace. Review fixed defaults before reusing it.

Can I include line items?

Yes. Map columns from linked records or enter line items manually.

Is the PDF saved to Attio automatically?

After generation, choose Save to record Files. Saving is a separate action; you can also download the PDF.

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