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 [imagen] 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 generatio…

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…

Creación de presupuestos usando n8n para O2C

Preguntas

kjooleng 20 Junio, 2026 08:16 2

Hola @Sifrabasayar_12

Puedes usar este hilo como punto de partida

El flujo de trabajo generado debería cumplir con la mayoría de tus necesidades

Tema		Respuestas	Vistas
Can't create PDF Template to send to workflow Help me Build my Workflow	6	209	3 Octubre 2026
Create quote for my clients Questions ai-kapa	1	271	13 Febrero 2025
An n8n invoice HTML starter with a replaceable PDF step Built with n8n	0	43	8 Septiembre 2026
Automated Document/Reports generation with n8n Tips & Tricks	1	3653	30 Enero 2023
Unsure about which data to send to PDF Node Help me Build my Workflow	2	102	3 Octubre 2026

Creación de presupuestos usando n8n para O2C

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