# Create Excel quote drafts from RFQ PDFs: n8n workflow template

> Started by someone submitting a form. It calls services over plain HTTP rather than through connectors. 11 steps: a working afternoon to understand properly.

Source: https://millionrounds.com/workflow/create-excel-quote-drafts-from-rfq-pdfs (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 Excel quote drafts from RFQ PDFs

Started by someone submitting a form. It calls services over plain HTTP rather than through connectors. 11 steps: a working afternoon to understand properly.

Medium

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fcreate-excel-quote-drafts-from-rfq-pdfs)

**11 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**0** Services by connector: it calls them over plain HTTP

## The flow

Starts it 1 Logic 6 Service 4

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

- 1 **Upload RFQ PDF** Form trigger *Starts it*
- 2 **Extract PDF text** Extract From File *Service*
- 3 **Parse RFQ lines (fixed rules)** Code *Logic*
- 4 **Explain the failure** Code *Logic*
- 5 **Sample catalogue (replace me)** Code *Logic*
- 6 **Show why no quote** Form *Service*
- 7 **Sample price list (replace me)** Code *Logic*
- 8 **Match lines + confidence** Code *Logic*
- 9 **Build sheet rows** Code *Logic*
- 10 **Convert to Excel** Convert To File *Service*
- 11 **Download quote draft** Form *Service*

## How it's built

- **Starts on:** Someone submitting a form
- **Steps:** 11
- **Size:** Medium: a working afternoon
- **Connects to:** Nothing by connector; it calls services over plain HTTP
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

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

What starts it?

It starts on someone submitting a form.

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?

Plan an afternoon. 11 steps is enough that you should read each one before running it.

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 11 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-excel-quote-drafts-from-rfq-pdfs)
- **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.

## Workflows like it

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

- [**Automate payment receipts: Email, archive, and track** 11 steps · Gmail, Google Drive](https://millionrounds.com/workflow/automate-payment-receipts-email-archive-and-track)
- [**Automatic invoice generation and email with Airtable** 11 steps · Airtable, Email](https://millionrounds.com/workflow/automatic-invoice-generation-and-email-with-airtable)
- [**Detect Stripe payment anomalies with Groq and Supabase** 11 steps · Google Sheets, Slack](https://millionrounds.com/workflow/detect-stripe-payment-anomalies-with-groq-and-supabase)
- [**Expense logging with Telegram and Google Sheets** 11 steps · Google Sheets, Telegram](https://millionrounds.com/workflow/expense-logging-with-telegram-and-google-sheets)
- [**Extract and validate invoice PDFs with OpenAI** 11 steps · Gmail, Google Sheets](https://millionrounds.com/workflow/extract-and-validate-invoice-pdfs-with-openai)
- [**Generate invoices for customers with Jotform and QuickBooks** 11 steps](https://millionrounds.com/workflow/generate-invoices-for-customers-with-jotform-and-quickbooks)