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, a
- Platform
- n8n
- Category
- Finance
- Price
- $24.99
- Creator
- BestWorkflows
- n8n
- automation
- quotes
- OpenAI
- Google Sheets
- CraftMyPDF
- PDF generation
- procurement
- commerce
- AI
- finance
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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