You can start looking at Page Designer to see if it will fit your needs. However, it is very limited and many people choose to use third party services, such as On2Air docs or Documint.

I would start by taking a look at the Page Designer extension.  It has some limitations in formatting and size but if you can use that to create an acceptable invoice it's actually very easy to map the database fields to the template.  You can add a button field to the table and use it to generate the invoice from the record.  You're still in the world they would have to use the print option to print to pdf, but it wouldn't surprise me if one of the more experienced contributors would have used a script to automate that part.  This would at least give you an idea on the capability of the extension and if the formatting would fit your needs.

If you have a more complex document there are options using Make (and probably Zapier) which can work.  I found that process was easier than the administration, but it depends on the organization.

Good luck.

If you want to go beyond Page Designer and like using Google Docs for templates, please checkout my tool DocsAutomator and let me know if you have any questions 🙂  

There are dozens of different ways to generate PDF documents from Airtable.

Here are a few of the most popular options:

1. DocuMint - the original PDF creation app for Airtable
    
2. DocsAutomator - integrates with Google Docs to create PDF files.
    
3. Fillout’s advanced forms, which is 100% free and can automatically generate PDF files as soon as your form is submitted. I demonstrate this in this Airtable podcast episode: Using Fillout to create an eSignature approval process with PDF file creation.
    
4. Make’s integrations — which can be integrated with ANY document-creation app or PDF-creation app of your choosing, even something as simple as Google Docs or Microsoft Word. You can also use options like CraftMyPDF.com, PDFFiller.com, PDF.co, and much more.
   
   If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Hi!

You can use the Plumsail Documents extension for Airtable for creating a pdf from the data in table. This is an application for creating documents from templates; with it, you can not only customize the template but also deliver the resulting file.

There is a very good video that talks about generating invoices from an Airtable table into a PDF document using the Plumsail Documents extension. You can also read an article Airtable extension for seamless document creation on the Plumsail website.

If you're looking for a solution, Typeflow can help you quickly generate PDFs from Airtable data using Google Docs templates. It's straightforward and efficient. We also have an Invoice template.

Feel free to give it a try, and I'd love to hear your feedback! I'm also offering a lifetime plan for early users at just $100. Ping me if you're interested or have any questions.

This is super easy with FlexiPage. I’m the founder.

FlexiPage runs completely within Airtable as an extension, so you can create and automate documents within the extension itself.

Checkout our Airtable extension here - https://airtable.com/marketplace/blkxiBhC4JLMwyIaZ/flexipage