How to Convert a PDF Quote to XLS using and Zapier

In this tutorial, we will show you how to convert a PDF Quote to XLS using and Zapier.

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

Screenshot of the Source Quotation PDF
Screenshot of the Source Quotation PDF

Step 1: Create a Zap

  • On your Zapier dashboard, click Create Zap

Step 2: Select a Trigger App

  • For this tutorial, we will use Google Drive as our Trigger App
Select a Trigger App


You may use different cloud storage for your trigger app.

Step 3: Select a Trigger Event

  • For the trigger event, we will set it to New File in Folder. This way, every time a new file is added to your Google Drive folder, it will trigger this zap.
Select a Trigger Event

Step 4: Set up Trigger

  • Select the Drive and Folder that you’re going to use.
Set up Trigger

Step 5: Test Trigger

Test Trigger
Test successful

Step 6: Select an Action App

  • Search and select as your Action App.
Select an Action App

Step 7: Select an Action Event

  • We will use PDF to Anything Converter as the action event. This API can be used to convert your PDF into any document.
Select an Action Event

Step 8: Set up Action

  • In the Output Format, select XLS spreadsheet to convert the PDF into XLS
  • In the PDF URL, insert the Web Content Link from the Google Drive trigger.
  • In the Pages, type the page that you want to convert. Type 0- to convert all pages.
  • You may choose a Name for your output XLS
Set up Action

Step 9: Test Action

  • Once the test is successful, you will be given an output link where you can download the output XLS
Test Action
Test successful

Step 10: Result XLS

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

Through this tutorial, you’ve learned how to convert a PDF Quote to XLS using and Zapier.