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Generate AI-Curated Sales Quotes with OpenAI, Qdrant & CraftMyPDF PDF Delivery

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Created by: Cong Nguyen || cong-nguyen

Cong Nguyen

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Last update 3 days ago

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👀 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)

🎉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 min_qty, and returns a strict JSON quote (optional discount ≤ 10%).
  • A Code step computes line totals, discount, VAT, generates a unique invoice_number (e.g., Q-YYYYMMDD-ABCDE), and validates or falls back the due_date.
  • 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, unit_price, currency, in_stock (true/false), min_qty, handle/url, features.
  • Connected credentials: OpenAI (or compatible), Qdrant API, CraftMyPDF, SMTP.
  • A CraftMyPDF template aligned with the Code node output (invoice_number, items[], gross_total, 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: vat_pct (default 10), payment_terms, currency fallback, valid_days.

🔁 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 PRODUCTS_QDRANT 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 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.