# Create a quote PDF from a Tally form submission: n8n workflow

> Started by an event in a connected app, and works across Google Drive. 4 steps: small enough to read in one sitting and change without fear.

Source: https://millionrounds.com/workflow/create-a-quote-pdf-from-a-tally-form-submission (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [Money admin](https://millionrounds.com/workflows?category=Money+admin#library)

# Create a quote PDF from a Tally form submission

Started by an event in a connected app, and works across Google Drive. 4 steps: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-a-quote-pdf-from-a-tally-form-submission)

**4 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 1 Logic 1 Service 2

The steps in the order they run, from what starts it.

- 1 **Tally Trigger** Tally trigger *Starts it*
- 2 **Prepare Quote Data** Set *Logic*
- 3 **Generate PDF of Quote** Docupotion *Service*
- 4 **Upload Quote** Google Drive *Service*

## How it's built

- **Starts on:** An event in a connected app
- **Steps:** 4
- **Size:** Small: readable in one sitting
- **Connects to:** Google Drive
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Google Drive account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on an event in a connected app.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 4 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 4 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-a-quote-pdf-from-a-tally-form-submission)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Google Drive](https://millionrounds.com/workflows?service=Google+Drive#library)

## Workflows like it

Also money admin, with the same services where possible, closest in size first.

- [**Auto generate invoices from form submissions with Typeform** 4 steps · Gmail, Google Docs](https://millionrounds.com/workflow/auto-generate-invoices-from-form-submissions-with-typeform)
- [**Generate and email PDF invoices from Tally Forms** 4 steps · Email, Google Docs](https://millionrounds.com/workflow/generate-and-email-pdf-invoices-from-tally-forms)
- [**Log receipt expenses from Google Drive to Google Sheets** 4 steps · Google Drive, Google Sheets](https://millionrounds.com/workflow/log-receipt-expenses-from-google-drive-to-google-sheets)
- [**Save QuickBooks invoice PDFs to Google Drive** 4 steps · Google Drive](https://millionrounds.com/workflow/save-quickbooks-invoice-pdfs-to-google-drive)
- [**AI sales proposal generator for Google Slides based** 4 steps · calls a model · Google Drive, Google Slides](https://millionrounds.com/workflow/ai-sales-proposal-generator-for-google-slides-based)
- [**Automate receipt processing for expense tracking** 5 steps · Airtable, Google Drive](https://millionrounds.com/workflow/automate-receipt-processing-for-expense-tracking)