I am new to n8n and I am trying to build a quotation generation workflow. My goal is: Receive customer details (name, email, service, quantity, price) Calculate totals automatically Generate a quotation number Create a PDF quotation Send the quotation to the customer by email Curr…

Hi @Sifrabasayar_12 You can use this thread as your starting point [image] Can't create PDF Template to send to workflow Help me Build my Workflow Hi @Tim_Barrett The reason your PDF is coming up blank is that you are mixing two different PDF generation…

Start with the data shape, not the PDF node. Make one test item with the exact quote fields you need: customer_name, customer_email, service, quantity, unit_price, total, and quote_number. Once that item exists, the next node only has to map those field names into the PDF/email step. Where will the…

Welcome @Sifrabasayar_12 ! To add to what @oimrqs_ops said - for the PDF step specifically, the easiest approach in n8n is to use an HTML Template node to build the quote layout with your mapped fields, then pipe that HTML into an HTTP Request node calling a free PDF API like html2pdf.it or a self-ho…

Hey @Sifrabasayar_12 , to tie everything together with a clear structure: Trigger → Form Trigger or Webhook (captures customer name, email, service, qty, price) Calculate totals → Set node: add a field total = {{ $json.quantity * $json.unit_price }} Generate quote number → Code node: return [{ jso…

Welcome @Sifrabasayar_12 ! Here’s a clean node structure for this: n8n Form trigger to collect customer name, email, service, quantity, price Code node to calculate totals and generate a quote number: "Q-" + Date.now() For the PDF - the easiest beginner-friendly path is Google Docs: create a templ…

Quotation creation using n8n for O2C

Questions

kjooleng June 20, 2026, 8:16am 2

Hi @Sifrabasayar_12

You can use this thread as your starting point

The workflow generated should meet most of your needs

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Quotation creation using n8n for O2C

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