Convert a Quotation PDF to XLS Using PDF.co and Make

Step 1: Download the Quotation PDF

Create a scenario in Make and add Google Drive → Download a File.

Connect your Google Drive account and select the quotation PDF you want to convert. Run the module once to retrieve the file.

Step 2: Configure PDF.co

Add PDF.co → Convert from PDF.

Create a connection using your PDF.co API key, then configure:

• Import Options: Select Upload a File.
• Data: Map the Data output from Google Drive’s download module.
• Convert Type: Select PDF to XLS.
• Output File Name: Enter quotation.xls.
• Pages: Leave blank to convert all pages.
• Export Type: Select Download a File.

This export option returns the converted file’s binary data, ready to upload to Google Drive. See the Convert from PDF documentation for configuration details.

Step 3: Save the Spreadsheet

Add Google Drive → Upload a File.

Select the destination drive and folder, then map:

• File Name: Use the PDF.co output filename or enter quotation.xls.
• Data: Map Data from the PDF.co conversion module.

Map the converted file data, not the original PDF or its download URL.

Step 4: Run and Check the Result

Click Run once to execute the scenario.

Open the saved XLS file and compare its line items, quantities, prices, and totals with the original quotation. Check that the extracted values appear in the appropriate rows and columns.

You now have a scenario that downloads a quotation PDF, converts it to XLS, and saves the spreadsheet to Google Drive.