Generate PDF pricing proposals from Excel with Gotenberg and Outlook

Who is this for

This template is built for consultants, agencies, and service businesses that quote custom engagements and want to eliminate the manual work of building, formatting, and delivering pricing proposals. If you have a SharePoint or OneDrive pricing sheet, a self-hosted Gotenberg instance, and a Gmail account, you can have personalized PDF proposals landing in prospect inboxes in under 30 minutes of setup.

What it does

The workflow accepts a form submission from your website or internal tools, looks up live pricing from your Excel pricing sheet, calculates the correct totals for the selected services and discount tier, renders a branded PDF proposal, and emails it to the requestor — all without any manual steps.

How it works

A Webhook Trigger receives a POST request from your web form containing the prospect's details, the services they're interested in, the applicable discount level, and the requestor's contact information.

Fetch Pricing Sheet calls the Microsoft Graph API to pull all rows from your pricingrequest.xlsx Excel table stored in OneDrive or SharePoint — so your proposals always reflect current, live pricing without any hardcoding.

Process & Price is a Code node that filters the pricing rows down to only the selected services, applies the correct price tier (Discount, Retail, or Premium), and calculates line items and a grand total. It normalizes raw Excel data into clean proposal objects ready for rendering.