Templates / Generate and Send Personalized Quotations PDF

Generate and Send Personalized Quotations PDF

Ready for 3.0

by Devon Toh ✓ · 476 views · created 2026-03-19 · Document Extraction, AI Summarization

Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.

What this workflow does

This AI workflow has 6 nodes and runs when someone submits an n8n form (“Quotation Request”). Along the way it connects OpenAI, Google Drive, Google Docs and Gmail.

How it runs

Trigger: When someone submits an n8n form (“Quotation Request”).

  1. OpenAI: uses OpenAI
  2. Copy Template (Google Drive): copy
  3. Replace Variables (Google Docs): update
  4. Export as PDF (Google Drive): download
  5. Send Quotation Email (Gmail): uses Gmail

Services it uses

OpenAIGoogle DriveGoogle DocsGmail

Before you upgrade to n8n 3.0

Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.

Nodes used (5)

From the author

This Template Demonstrates How To Automate Generating and Sending Personalized Quotations as PDF. Use cases are many: send branded quotations to new leads after a discovery call, distribute pricing proposals to inbound form submissions, or push service…

Excerpt from Devon Toh's description on n8n.io.

View the original on n8n.io → Check your own copy

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