Automatically Generate Professional Sales Quotes with QR Code Tracking

Step 1: Monitor for New Quote Requests

Node: Google Sheets Trigger → Poll Changes

Settings:

• Trigger On: New or Updated Rows
• Document From List: Your Google Sheet name
• Sheet: Sheet1 (or your custom sheet name)

Success Looks Like: The trigger activates when new quote data is added. If multiple rows share the same Quote ID, they will be grouped as part of a single quote.

Step 2: Process and Structure Quote Data

Node: Code (JavaScript)

Settings:

• Use the provided JavaScript code (View Sample) that handles:
  • Converting Excel dates to readable formats
  • Grouping multiple rows by Quote ID
  • Applying tax and discount calculations

Success Looks Like: Raw spreadsheet rows are transformed into a structured quote object, including client information and grouped line items.

Step 3: Generate Professional PDF Quote

Node: PDF.co → URL/HTML to PDF

Settings:

• Convert Type: HTML Template to PDF
• HTML Template ID: 1 (Update with your template ID)
• Template Data: Map quote fields using n8n expressions

Template Data Mapping:

{
  "quote_id": "{{ $json.quote_id }}",
  "quote_date": "{{ $json.quote_date }}",
  "quote_validUntil": "{{ $json.quote_validUntil }}",
  "sales_rep": "{{ $json.sales_rep }}",
  "client_name": "{{ $json.client_name }}",
  "client_company": "{{ $json.client_company }}",
  "client_address": "{{ $json.client_address }}",
  "client_email": "{{ $json.client_email }}",
  "client_phone": "{{ $json.client_phone }}",
  "items": {{ JSON.stringify($json.items) }},
  "discount": {{ $json.discount }},
  "tax": {{ $json.tax }}
}

Advanced Options:

• File Name: {{ $json.client_name }}_Sales_Quote.pdf

Success Looks Like: PDF.co returns a temporary URL for the generated quote, formatted using your HTML template and including a QR code for tracking.

Step 4: Download Generated Quote

Node: HTTP Request

Settings:

• Method: GET
• URL: {{ $json.url }}

Success Looks Like: The PDF quote is downloaded as binary data, ready for storage.

Step 5: Save to Designated Folder

Node: Google Drive → Upload File

Settings:

• Input Data Field Name: data
• Parent Drive From List: My Drive
• Parent Folder From List: Your target folder for sales quotes

Success Looks Like: The completed sales quote appears in your Google Drive folder, ready for sharing with the client.