Smart Quote Generator with Calculations

Overview

**What it automates:** Form submission (Jotform, Typeform) → parse line items + apply pricing rules → n8n calculates subtotal, discounts, taxes → OpenAI generates professional quote copy → Gmail sends branded PDF → Supabase/CRM logs quote for follow-up tracking. **Business outcome:** 30-40% of deals stall at quote stage. Speed (quote in 1 hour) + professionalism (branded, error-free) + follow-up tracking (auto-reminders) push close rate up 18%. **Apps & nodes:** Form platform (Jotform, Typeform, Webflow), PDFKit or similar (PDF generation), Gmail (delivery), Supabase or CRM API (tracking), Google Sheets (pricing rules) **Setup (5 steps):** 1. Connect form and map line items (product, qty, price) 2. Set pricing rules: volume discounts, taxes, margin targets 3. Add Gmail account and create quote email template 4. Connect Supabase or CRM for quote logging + deal linking 5. Set auto-follow-up reminders (3, 7, 14 days) **Difficulty:** Intermediate (20 min setup) | **Credentials:** Form platform, PDF generator, Gmail, CRM/Supabase

What's included

Quickstart

1. 01

   Download the JSON

   With an active Library Pass, download the workflow file right from this page or your dashboard.

2. 02

   Import into n8n

   Choose Import from File and select the downloaded JSON. The full agent graph appears, ready to configure.

3. 03

   Plug in credentials

   Each integration node prompts for credentials on first run. The setup guide lists every credential the agent expects.

4. 04

   Activate and test

   Run once with sample input, confirm the expected output, then flip the activate toggle.

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