Turn a form submission into a branded PDF quote and email

Fills in your quotation template with AI-written details and emails a finished PDF straight to the client.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("team member submits form")):::human s0["AI writes intro and summary"]:::task s1["fill in quotation template"]:::task s2["export document as PDF"]:::task s3["email PDF to client"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"branded PDF quote emailed"/]:::out pay{{"faster quote turnaround"}}:::pay s3 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepA personResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
Email AutomationDocument Processing & OCRSurvey & FeedbackFile & Cloud Storage
Connects
Google DocsGoogle DriveGmailOpenAI
Featured in

The problem it solves

Every new quote request means opening a template, typing in the client's details, writing a personal intro, and exporting a PDF before you can even send an email. It is repetitive work that pulls you away from actually closing the deal.

Who it fits

Service businesses and consultants who send priced proposals or quotes to prospects regularly.

How it works

  1. A team member fills out a short form with the client and service details
  2. AI writes a personalized introduction and a scope of work summary
  3. Your quotation template is copied and filled in automatically with the client's information
  4. The completed document is exported as a PDF
  5. The PDF is emailed directly to the client
What you get

Quotes drafted and ready for your review

You fill out a short form and get a personalized quote assembled from your template, ready for you to check before it goes out.

What you get

A branded, personalized PDF quotation delivered to the client's inbox.

What you need

A Google Workspace account for Docs, Drive, and Gmail, plus an OpenAI API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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