Automated Quote System: OpenAI, Sheets, PDF & Email
Transforms form submissions into AI-generated, priced PDF quotes from Google Sheets catalog, computes totals/discounts, renders branded PDFs via CraftMyPDF, and emails instantly.
This workflow automates the entire request-to-quote process for SMBs and sales teams. It starts with a form submission capturing lead details, then pulls product catalog data (SKUs, prices, stock, min qty) from Google Sheets. OpenAI analyzes the request to select appropriate items, respecting stock and min qty constraints, applies optional discounts ≤10%, and outputs strict JSON.
A Code node processes this into a complete quote: calculates line totals, gross total, VAT, unique invoice_number, and due_date validation. It then uses CraftMyPDF to generate a professional, branded PDF quote matching your template. Finally, the PDF link is emailed to the customer via SMTP.
Benefits include instant quote delivery boosting conversion rates, LLM-assisted accuracy reducing manual errors, consistent branding, and scalability without custom dev. Ideal for e-commerce ops, procurement teams, agencies handling catalogs in Sheets. Requires n8n self-host, credentials for Sheets/OpenAI/CraftMyPDF/SMTP, and a matching PDF template.
New buyers can create an account from the cart to unlock a controlled $10 first-purchase credit on eligible orders of $25+.
Related bundle
Finance & Invoicing Automation Pack
8 hand-picked workflows for $39.00.
That is $4.88 each, vs $24.99 for this one alone.
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How to import this workflow into n8n
- 1Purchase or download the workflow to get the n8n workflow JSON file.
- 2In your n8n instance, open Workflows and choose "Import from File" (or paste the JSON with Ctrl+V on the canvas).
- 3Open each node marked with a credential warning and connect your own accounts and API keys.
- 4Run the workflow once manually to verify the data flow, then toggle it to Active.
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