# Generate PDF pricing proposals from Excel with Gotenberg: n8n workflow

> Started by another system calling it, and works across Excel and Outlook. 6 steps: small enough to read in one sitting and change without fear.

Source: https://millionrounds.com/workflow/generate-pdf-pricing-proposals-from-excel-with-gotenberg (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)

# Generate PDF pricing proposals from Excel with Gotenberg

Started by another system calling it, and works across Excel and Outlook. 6 steps: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fgenerate-pdf-pricing-proposals-from-excel-with-gotenberg)

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

**0** Branches: places the flow splits

**0** Loops or waits

**2** Services it connects to

## The flow

Starts it 1 Logic 2 Service 3

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

- 1 **Pricing Request Webhook** Webhook *Starts it*
- 2 **Fetch Pricing Sheet** Microsoft Excel *Service*
- 3 **Process & Price** Code *Logic*
- 4 **Build HTML Proposal** Code *Logic*
- 5 **Gotenberg → PDF** Http Request *Service*
- 6 **Send a message** Microsoft Outlook *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 6
- **Size:** Small: readable in one sitting
- **Connects to:** Excel, Outlook
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Excel and Outlook accounts. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

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 6 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 6 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%2Fgenerate-pdf-pricing-proposals-from-excel-with-gotenberg)
- **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.

[Excel](https://millionrounds.com/workflows?service=Excel#library)[Outlook](https://millionrounds.com/workflows?service=Outlook#library)

## Workflows like it

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

- [**Automate client billing detail collection & invoicing** 7 steps · Outlook](https://millionrounds.com/workflow/automate-client-billing-detail-collection-and-invoicing)
- [**Send payment reminders for Xero invoices with Outlook** 7 steps · Outlook](https://millionrounds.com/workflow/send-payment-reminders-for-xero-invoices-with-outlook)
- [**Automate invoice-bank statement reconciliation with Mistral** 9 steps · calls a model · Excel](https://millionrounds.com/workflow/automate-invoice-bank-statement-reconciliation-with-mistral)
- [**Send school fee reminders with WhatsApp** 10 steps · Email, Excel](https://millionrounds.com/workflow/send-school-fee-reminders-with-whatsapp)
- [**Automated tour payment reminders with WhatsApp** 12 steps · Email, Excel](https://millionrounds.com/workflow/automated-tour-payment-reminders-with-whatsapp)
- [**Automated invoice-PO matching with Gemini** 14 steps · calls a model · Google Drive, Google Sheets](https://millionrounds.com/workflow/automated-invoice-po-matching-with-gemini)