📄 What this workflow does
📄 What this workflow does Turns a simple form submission into a polished, priced PDF quote—automatically. Captures lead details via Form: Request a Quote. Loads your Google Sheets catalog (SKUs, price, stock, min qty, etc.). Uses OpenAI to select SKUs and build a strict JSON quote (respects in_stock and min_qty, optional discount ≤10%). Maps data in a Code node to compute line totals, discount, VAT, and a unique invoice_number; validates/falls back due_date. Renders a branded PDF via CraftMyPDF, fetches the file link, and emails the customer the quote. 👤 Who is this for SMBs and sales teams needing instant quotes from website forms. Ops teams managing catalogs in Sheets who want LLM-assisted SKU selection. Agencies/shops that must generate consistent, branded PDFs and email them automatically. ✅ Requirements A self-hosted n8n instance. Google Sheets catalog with (recommended) columns: sku, name, uom, unit_price, currency, in_stock (TRUE/FALSE), min_qty, lead_time_days, notes. Connected credentials: Google Sheets OAuth2, OpenAI (or compatible), CraftMyPDF, SMTP. A CraftMyPDF template whose fields match the Code node output (invoice_number, items[], gross_total, etc.). CraftMyPDF provides a drag-and-drop editor and PDF Generation API that work well with n8n. ⚙️ How to set up Import the workflow JSON into n8n. In Google Sheets: Products, set real documentId/sheetName (IDs) and connect OAuth. In LLM node, keep or change model (default gpt-4.1-mini), and keep the “JSON-only” system prompt. In Create a PDF, set your CraftMyPDF templateId. In Email: Send Quote, set fromEmail and SMTP credentials. Submit a test form; verify LLM JSON → PDF render → email delivery. (Optional) Adjust defaults in the Code node: vat_pct (default 10), payment_terms, currency fallback, and valid_days. 🧩 CraftMyPDF template — quick guide (UI) Create & open a template: Log in → Manage Templates → New Template (choose blank or a starter) → Edit to open the editor. The editor has four core tabs: Designer, Preview, Data, Settings. Paste sample JSON: Go to the Data tab and paste a sample that mirrors what n8n will send (e.g., includes invoice_number, client, items[]). This JSON powers the editor’s auto-complete and live preview. Bind fields fast: In Designer, use Data Fields to drag pre-bound text/image components that auto-insert expressions from your JSON—much quicker than manual binding. Add line items: For repeating rows like items[], use Simple Table (set Data Source to {{data.items}}, then in each column use {{row.field}}, e.g., {{row.description}}, {{row.quantity}}, {{row.unit_price}}, {{row.total}}). Use expressions: Anywhere you need dynamic text, enter {{ data.<field> }}—for example {{data.invoice_number}}, {{data.client}}, {{data.gross_total}}. Preview the result and/or generate a real PDF from the Preview tab. Finish & integrate: Save the template, note its Template ID, and use it in the n8n CraftMyPDF node. You can return to the editor anytime to tweak layout/styles; the next workflow run will use the updated design. The editor and API are built for reusable templates. 🔁 How it works Trigger → Form submission captures: Full Name, Email, Company, Requirements, Budget Min/Max, Need By, Notes. Catalog Load → Sheets node returns rows; passed to the LLM as JSON. LLM Quote → Model selects SKUs/qty, pricing, discount (≤10%), terms, and returns VALID JSON only. Code Mapping → Parses JSON (strips code fences if present), computes discounts/VAT/totals, assigns invoice_number (Q-YYYYMMDD-ABCDE), and validates due_date (falls back to today + valid_days). PDF Render → CraftMyPDF generates the branded quote and returns a file URL. Delivery → HTTP node fetches the file; SMTP node emails the customer with dynamic subject and totals. 💡 About Margin AI Margin AI is your AI Service Companion. We help organizations design intelligent, human-centric automation — from content pipelines and branding workflows to customer insights and sales enablement. Our tailored AI solutions scale marketing, operations, and creative processes with ease. An n8n automation workflow template by Cong Nguyen.
Cong Nguyen
web
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