Visual block builder
Stack cover, header, parties, items, totals, terms, upsell, and page breaks on a live A4 canvas. What you see is what the PDF becomes.
Document Builder for Perfex CRM
$39
Native Perfex documents all look the same. Clients notice. 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. The email body is unchanged; the attached PDF is yours.
- Secure Checkout
- Author Support Included
Why choose Document Builder for Perfex CRM
Same layout everywhere
A published template applies to PDF download, the PDF attached to emails, and the public Pay / Accept / Sign page. The email body stays native Perfex.
Invoices, estimates, proposals, contracts
One builder, four document types. Publish one template per type. Drafts never go live; unpublish and you’re back on native Perfex.
Dynamic fields
Click {invoice_number}, {proposal_subject}, {contract_value}, {client_company} and the rest into headings and copy. Values come from the live document.
Screenshots
See Document Builder for Perfex CRM in action across key screens.
Document Builder for Perfex CRM pricing
Choose an Annual plan, then checkout securely via Freemius.
Single Site
Perfect for freelancers and single business websites.
$39/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Use on 1 website
Best Value
Multi Site
Ideal for growing businesses and multiple websites.
$129/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Use on 5 websites
Unlimited
Best for agencies and unlimited client deployments.
$499/ year
Cancel anytime
- Lifetime Module Usage
- 1 year of updates
- 1 year of support
- Unlimited website usage
Compare Plans
Module usage
- Annual
- Lifetime usage
Module updates
- Annual
- 1 year
Technical support
- Annual
- 1 year
Lifetime module usage: Keep using the module even after your annual license expires.
Cancel anytime: Annual plans renew automatically, and you can cancel anytime.
Risk-free purchase: Secure checkout by Freemius with a 14-day money-back guarantee.
Frequently asked questions
Quick answers about licensing, installs, and support.
Ready to Get Started?
Pick an Annual plan, checkout with Freemius, and get started in minutes.