Templates / Generate PDF pricing proposals from Excel with Gotenberg and Outlook

Generate PDF pricing proposals from Excel with Gotenberg and Outlook

Ready for 3.0

by AI Solutions ✓ · 176 views · created 2026-04-10 · Document Extraction

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 workflow has 6 nodes and runs when an HTTP POST request hits its webhook URL. Along the way it connects Microsoft Excel 365 and Microsoft Outlook.

How it runs

Trigger: When an HTTP POST request hits its webhook URL.

  1. Fetch Pricing Sheet (Microsoft Excel 365): get rows (table)
  2. Process & Price (Code): runs custom JavaScript code
  3. Build HTML Proposal (Code): runs custom JavaScript code
  4. Gotenberg → PDF (HTTP Request): calls an HTTP API (POST)
  5. Send a message (Microsoft Outlook): uses Microsoft Outlook

Services it uses

Microsoft Excel 365Microsoft Outlook

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

Who is this for This template is built for consultants, agencies, and service businesses that quote custom engagements and want to eliminate the manual work of building, formatting, and delivering pricing proposals. If you have a SharePoint or OneDrive…

Excerpt from AI Solutions's description on n8n.io.

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

Get the weekly “what broke” email

New templates, newly broken ones, and n8n release changes. One short email a week.

Form not loading? Subscribe here.