Generate AI-curated sales quotes with OpenAI, Qdrant & CraftMyPDF PDF delivery

👀 Short Description Turn form submissions into AI-curated quotes with SKU selection straight from Qdrant, branded PDF generation, and automatic email—now streamlined for quoting only (FAQ removed). (Improved from the previous workflow: [Automated Request-to-Quote System with OpenAI, Google Sheets & CraftMyPDF Email Delivery](https://n8n.io/workflows/8239-automated-request-to-quote-system-with-openai-google-sheets-and-craftmypdf-email-delivery/))

🎉What’s new vs. the old version - Products now come directly from Qdrant (no Google Sheets catalog in the loop). - Focused quote-only flow — removed FAQ/RAG nodes for a leaner, faster pipeline. - Agent enforces a JSON-only contract, keeping pricing/stock grounded in Qdrant payloads. - Easier to maintain; fewer moving parts and lower token usage.

📄 What this workflow does - Captures lead details via Form: Request a Quote. - Searches your Qdrant collection (products) for relevant SKUs by keyword, use-case, features, and budget hints. - An AI Agent (OpenAI) selects in-stock SKUs, respects minqty, and returns a strict JSON quote (optional discount ≤ 10%). - A Code step computes line totals, discount, VAT, generates a unique invoicenumber (e.g., Q-YYYYMMDD-ABCDE), and validates or falls back the duedate. - CraftMyPDF renders a branded PDF; the file is fetched and SMTP emails the quote to the customer.

👤 Who this is for - SMBs and sales teams needing instant, accurate quotes from website forms. - Ops teams storing product data in Qdrant and wanting AI-assisted SKU selection. - Agencies or shops that must generate consistent, branded PDFs and send them automatically.

✅ Requirements - Self-hosted n8n instance. - Qdrant collection (default: products) with payload fields: - sku, name, uom, unitprice, currency, instock (true/false), minqty, handle/url, features. - Connected credentials: OpenAI (or compatible), Qdrant API, CraftMyPDF, SMTP. - A CraftMyPDF template aligned with the Code node output (invoicenumber, items[], grosstotal, etc.).

⚙️ How to set up 1. Import the workflow JSON into n8n. 2. In Qdrant Vector Store (Products), set collection=products and your Qdrant API credentials. 3. In Sales Quote Agent, keep or change the model (default gpt-4.1-mini) and the JSON-only system prompt. 4. In Create a PDF, set your CraftMyPDF templateId. 5. In Email: Send Quote, set fromEmail and SMTP credentials. 6. Submit a test form; verify: Agent JSON → PDF render → email delivery. 7. (Optional) Adjust defaults in the Code node: vatpct (default 10), paymentterms, currency fallback, validdays.

🔁 How it works (end-to-end) 1. Trigger → Form captures: Full Name, Email, Company, Requirements, Budget Min/Max, Need By, Notes. 2. Product Search → Agent calls PRODUCTSQDRANT to retrieve relevant SKUs and payload fields from Qdrant. 3. Agent Quote → Selects SKUs and qty, applies pricing and ≤10% discount.

💡 About Margin AI [Margin AI](https://marginai.co/) is your AI Service Companion. We help organizations design intelligent, human-centric automation — from content pipelines and branding workflows to customer insights and sales enablement. Our tailored AI solutions scale marketing, operations, and creative processes with ease.