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Sales & leads

Quotations from a form, sent as a branded PDF

Fill a short form and the customer gets a priced quotation PDF on your letterhead by email, with a copy filed in Drive and a follow-up reminder set.

Sales teams and owners who retype the same quotation in Word several times a day.

  • Form
  • Google Sheets
  • Google Docs
  • Google Drive
  • Gmail

See it work

An illustration of the workflow we set up, not a screen recording
How it runs · 6 steps

Starts whenA salesperson submits the quote form

  1. Step 1, Form: Salesperson fills the quote form. Passes on: Customer, items, quantities, discount.
  2. Step 2, Google Sheets: Looks up prices and GST. Passes on: Lines: item, rate, GST %, line total.
  3. Step 3, Google Docs: Fills your quotation template. Passes on: Quote number, date, lines, totals, terms.
  4. Step 4, Google Drive: Saves the PDF in the customer's folder. Passes on: PDF filed by customer and month.
  5. Step 5, Gmail: Emails the PDF to the customer. Passes on: PDF + a short covering note.
  6. Step 6, Wait: 3 days later: reminds the salesperson. Passes on: Reminder: quote, customer, value.
  7. Result: Quote sent, filed and on the follow-up list.

Before and after.

Before · by hand

Each quote is a copied Word file with old prices left in by mistake, saved who knows where, and nobody follows up after sending it.

After · once it runs

Quotes go out in minutes with prices from one price list, numbered and filed, with a reminder to follow up. Typically turns a 20-minute quote into a 2-minute one.

Time savings are typical figures for the size of business described, not a promise. Yours depend on your volumes.

What you get

  • The workflow, built and running in your own n8n account
  • Setup: we connect it to your accounts and switch it on
  • A test run with your own data before handover
  • A short written guide: what it does, how to pause it, what to check
  • Your quotation template set up in Google Docs, with your letterhead and terms
  • 30 days of fixes after handover

What you provide

  • A Google account (Workspace or Gmail)
  • Your price list (we turn it into a sheet if it is not one already)
  • Your current quotation format
  • Somewhere for n8n to run: an n8n Cloud plan, or your own server (we can install n8n on it)

How we build it

Built when you order, in about 5 working days.

  1. 01

    You order

    Send the form with this automation named. We reply within one working day with what we need from you and how to pay.

  2. 02

    We connect your accounts

    You give us access to the apps under ‘What you provide’. We build the workflow in your n8n account and connect each app.

  3. 03

    We test it with your data

    We run it on real examples from your business, fix anything that does not fit, and show you the results.

  4. 04

    Handover

    You get the written guide and it keeps running. Typically 5 working days from access to handover, then 30 days of fixes.

Questions buyers ask

+Is it ready to download?

No. Nothing is pre-installed. When you order, we build this workflow in your own account, connect your apps, test it with your data and hand it over, typically 5 working days after we have your access.

+What else will I pay for?

Nothing extra beyond your Google plan. n8n is free to self-host on your own server; n8n Cloud has its own monthly plans. You pay those providers directly, not us.

+Can you host it for us instead?

Yes, with the optional Care plan: ₹999 a month for one automation, or ₹1,999 for up to five or any one pack ($29 and $49 outside India). We run n8n for you, keep your app connections in n8n's encrypted credential store, fix failed runs and renew expiring connections. Cancel any time and we move the workflow into your own n8n account.

+Can you adjust it to how we work?

Small changes that keep the same flow, such as message wording, fields, timings or who gets alerted, are part of setup. Anything that adds apps or steps is quoted before we start, and bigger builds are our custom automation service.

+What happens after the 30 days?

It keeps running in your account; it does not stop if you stop working with us. Fixes or changes after the 30 days are quoted when you need them.

+Who can see our data?

The workflow runs in your own account, so your data moves between your own apps. We need access while we set it up and during the 30 days of fixes; you can remove that access whenever you like. On the Care plan it runs in n8n on our server instead: your data passes through it on its way between your apps, and your app connections are stored encrypted.

+Can it run on Make or Zapier instead?

Yes, on Make, if you already use it. Say so in the form and we confirm before you pay. Their own plan limits apply.

Want this one, or something a little different?

If this is what you need, fill in the form and we will set it up for you. If it is not quite right, we build custom automations too. Tell us what you need.

Optional · monthly

Rather not run n8n yourself? We host it and look after it.

  • We run n8n for you, so there is no n8n bill and nothing for you to install
  • Your app connections are kept in n8n's encrypted credential store
  • We are alerted when a run fails, and we fix it
  • Connections that expire are renewed before they stop working
  • One small change a month: a message, a field, a recipient
  • Cancel any time: we move the workflow into your own n8n account
Care for one automation₹999$29/monthCare for up to fiveor any one pack₹1,999$49/month

On top of the one-time setup. The apps’ own fees stay yours.

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Quotations from a form, sent as a branded PDF · ₹17,999$449

Fixed price · set up in 5 working days · you pay the apps’ own fees