How to Convert a Quotation PDF to XLS using PDF.co and Make?

This tutorial will show you how to convert a quotation PDF to XLS using PDF.co Web API and Make.

  1. Create a Scenario
  2. Choose PDF.co as the Module
  3. Set up the Module
  4. Run the Scenario
  5. Result XLS

We will use this sample quotation PDF and convert it into an XLS file.

Screenshot of the Source PDF
Screenshot of the Source PDF

Here’s a step-by-step guide with screenshots:

1. Create a Scenario

  • On your Make dashboard, click Create a New Scenario

2. Choose PDF.co as the Module

  • Search and select PDF.co as the app for your module
  • Select Make an API Call

Choose PDF.co as the Module

3. Set up the Module

  • For the API Endpoint Path type /v1/pdf/convert/to/xls. This is the endpoint that we will use to convert the PDF to XLS
  • For the Input Type select None (uses body only)
  • For the Output File Name put your desired Name of the output XLS
  • For the Body click Add Item
  • For the Key put url 
  • For the Value put the URL of your Source PDF

NOTE: If you want to use the sample quotation PDF that we’re using in this tutorial, you may download it here.

Set up the module

Set up the module

4. Run the Scenario

  • Once you’re done setting up the module. You may now run the scenario.
  • Once the scenario runs successfully, you will be given an output link where you can download the output XLS

Run the scenario

Scenario runs successfully

Output link

5. Result XLS

  • Here’s what the result XLS looks like
Screenshot of the Output XLS
Screenshot of the Output XLS

With the help of this tutorial, you’ve learned how to convert a quotation PDF to XLS using PDF.co Web API and Make.