Quick overview
This workflow collects quote requests via an n8n Form, generates a styled PDF quote using Acrewity, emails it to the prospect through Gmail, and automatically sends a follow-up email after a configurable delay.
How it works
- Receives a new quote request submission through the built-in n8n Form.
- Applies your company and follow-up settings (company name, sender name, quote validity, and delay) to the submission data.
- Builds an HTML quote that includes a generated quote number, validity date, and the requester’s details.
- Converts the HTML into a PDF using Acrewity and prepares it as an email attachment.
- Sends the quote PDF to the requester via Gmail with the quote number and validity date in the subject and body.
- Waits the configured number of days and then sends a Gmail follow-up email referencing the same quote.
Setup
- Install the community node
@acrewity/n8n-nodes-acrewity and add an Acrewity API credential.
- Add a Gmail credential with permission to send email from the account you want to use.
- Update the workflow configuration values (company name, sender name, quote validity days, follow-up delay days, and any notes) to match your business.
- Activate the workflow and share the n8n Form URL from the trigger so prospects can submit quote requests.