n8n TemplateJSON1 min read

Quote Automation: Customer Request In, Professional PDF Quote Out

Automates your entire quotation process—from customer inquiry and price calculation to a finished PDF quote delivered by email.

Philipp Schönberg

Philipp Schönberg

Co-Founder & Head of AI Automation

LinkedIn
Published July 21, 2026

Description

Every customer inquiry requires the same manual work: Look up prices. Calculate the quote. Create a PDF. Write a personalized email. Send it. Companies receiving multiple inquiries every day spend hours on administration instead of serving customers or closing new business. This workflow automates the entire quote automation process. A prospect submits a request through your website. AI calculates the price using your pricing logic, generates a professional PDF quote, sends a personalized email, and notifies your team internally—all within seconds and without manual involvement. We have implemented this workflow, for example, for professional cleaning service companies. The result is a complete automated quotes process for businesses that previously created quotes manually in Word or Excel.

What this workflow covers

Automatic Price Calculation — The AI agent retrieves base prices and surcharges from your pricing tables and calculates the final quote according to your business rules.

Professional PDF Quote Generation — A branded PDF is generated automatically, including your company name, logo, banking details, and service breakdown.

Personalized Quote Emails — Every customer receives a customized email together with the generated PDF quote as an attachment.

Instant Internal Notifications — Your team is immediately notified via Telegram, Slack, Microsoft Teams, or email, including customer information and the calculated quote, ensuring that no inquiry is overlooked.

Multiple Submission Channels — Customer requests can arrive through a website form or a webhook from your own application. Both channels feed into the same automated workflow.

Built for Companies Without a Quote Process — Businesses that still prepare quotes manually, have no centralized pricing system, or fail to respond consistently to inquiries can implement a complete proposal automation workflow for the first time.

Whether you're replacing manual documents or expensive proposal generation software, this workflow delivers reliable quote automation and professional automated quotes from the first customer request to the final PDF.

Free Download

Quote Automation: Customer Request In, Professional PDF Quote Out

Step 1 of 4

How can we reach you?

Enter your business details to unlock the download.

Want to adapt this for your business?

Request Automation Audit