Quotation automation
Turns a new row in a quotes sheet into a formatted quotation, saves it to Google Drive and emails it.
What it does
When a new quote request is added to a Google Sheet, the details are formatted into a quotation, uploaded to Google Drive and emailed to the right person.
Trigger
A new row in Google Sheets.
Steps
- A new row is detected in the quotes sheet.
- The details are formatted into a quotation.
- The quotation is uploaded to Google Drive.
- It is emailed to the recipient.
Tools
- n8n
- Google Sheets
- Google Drive
Who it suits
Firms where different departments raise quotes and want them produced the same way every time.
Want this set up for your business?
It starts with the £450 Payback Check: one process timed and scored, a written report and a fixed quote.
Get your score
£450 Payback Check. Credited if you book a build within 30 days.