Pricing Proposal - ' + data.prospectName + '

{ "edges": [ { "to": "ce1c5eb0-8bc9-432f-954e-079bae0b95b3", "from": "711c31c7-eb06-4c01-90d6-86637325d70f", "toPort": "0", "fromPort": "0" }, { "to": "01262f19-5231-446e-8ea3-4d2bdf0ea0e4", "from": "a491e6b8-873f-4fb0-88a4-9d1d6b49c7d0", "toPort": "0", "fromPort": "0" }, { "to": "a491e6b8-873f-4fb0-88a4-9d1d6b49c7d0", "from": "ce1c5eb0-8bc9-432f-954e-079bae0b95b3", "toPort": "0", "fromPort": "0" }, { "to": "711c31c7-eb06-4c01-90d6-86637325d70f", "from": "8cdce527-7d8d-4aeb-97b0-8b2d7fc2b6ee", "toPort": "0", "fromPort": "0" }, { "to": "8cdce527-7d8d-4aeb-97b0-8b2d7fc2b6ee", "from": "b155c9f1-3352-4ebe-8b25-46397e9a6a52", "toPort": "0", "fromPort": "0" } ], "nodes": [ { "id": "b155c9f1-3352-4ebe-8b25-46397e9a6a52", "name": "Pricing Request Webhook", "type": "trigger", "params": { "kind": "n8n-nodes-base.webhook", "path": "pricing-request", "options": {}, "httpMethod": "POST" }, "position": [ 480, 256 ] }, { "id": "8cdce527-7d8d-4aeb-97b0-8b2d7fc2b6ee", "name": "Fetch Pricing Sheet", "type": "integration", "params": { "table": { "__rl": true, "mode": "list", "value": "", "cachedResultName": "Table1" }, "filters": {}, "service": "excel", "resource": "table", "workbook": { "__rl": true, "mode": "list", "value": "", "cachedResultName": "pricing_request.xlsx" }, "operation": "getRows", "returnAll": true, "worksheet": { "__rl": true, "mode": "list", "value": "", "cachedResultName": "Sheet1" } }, "position": [ 688, 256 ] }, { "id": "711c31c7-eb06-4c01-90d6-86637325d70f", "name": "Process & Price", "type": "code", "params": { "jsCode": "// Extract form data\n// Expected fields: prospectName, date, services (array or string),\n// discountLevel ('Discount' | 'Retail' | 'Premium'),\n// requestorName (format: \"Full Name (user@example.com)\")\nconst formData = $('Pricing Request Webhook').item.json.body;\nconst prospectName = formData.prospectName;\nconst date = formData.date;\nconst selectedServices = Array.isArray(formData.services) ? formData.services : [formData.services];\nconst discountLevel = formData.discountLevel; // 'Discount', 'Retail', or 'Premium'\nconst requestorInfo = formData.requestorName; // e.g. \"Jane Smith (user@example.com)\"\n\n// Extract email from requestor info\nconst emailMatch = requestorInfo.match(/\$([^)]+)\$/);\nconst requestorEmail = emailMatch ? emailMatch[1] : '';\nconst requestorName = requestorInfo.replace(/\\s*\$[^)]*\$/, '').trim();\n\n// Get pricing data from Excel node\n// Expected columns: Title, Description, Cost, Discount, Retail, Premium, Unit\nconst pricingData = $('Fetch Pricing Sheet').all();\n\n// Filter pricing data for selected services (match on 'Title' column)\nconst filteredPricing = pricingData.filter(item => {\n const service = item.json.Title;\n return selectedServices.includes(service);\n});\n\n// Map pricing based on discount level\nconst processedPricing = filteredPricing.map(item => {\n const data = item.json;\n let price;\n switch (discountLevel) {\n case 'Discount': price = data.Discount; break;\n case 'Premium': price = data.Premium; break;\n default: price = data.Retail;\n }\n return {\n service: data.Title,\n description: data.Description,\n cost: data.Cost,\n price: price,\n unit: data.Unit\n };\n});\n\n// Calculate total\nconst total = processedPricing.reduce((sum, item) => sum + (parseFloat(item.price) || 0), 0);\n\nreturn [{\n json: {\n prospectName,\n date,\n requestorName,\n requestorEmail,\n discountLevel,\n selectedServices,\n pricingItems: processedPricing,\n total: total.toFixed(2)\n }\n}];" }, "position": [ 880, 256 ] }, { "id": "ce1c5eb0-8bc9-432f-954e-079bae0b95b3", "name": "Build HTML Proposal", "type": "code", "params": { "jsCode": "/**\n * Pricing Proposal – HTML Builder\n * Replace the variables below with your own branding before activating.\n */\n\nconst data = $json;\n\n// ── BRANDING – update these ──────────────────────────────────────────────────\nconst logoUrl = 'YOUR_LOGO_URL'; // e.g. https://example.com/logo.png\nconst companyName = 'Your Company Name';\nconst tagline = 'A division of Your Parent Company';\nconst colorNavy = '#002657';\nconst colorBlue = '#0021a5';\nconst colorOrange = '#fa4616';\nconst colorGold = '#f2a900';\nconst colorDark = '#343741';\n// ─────────────────────────────────────────────────────────────────────────────\n\nconst displayDate = new Date().toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\nconst validUntil = new Date(Date.now() + 30 * 24 * 60 * 60 * 1000).toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\n\nconst pricingRows = data.pricingItems.map((item, index) =>\n ''\n + '' + item.service + ''\n + '' + item.description + ''\n + '' + item.unit + ''\n + '$' + parseFloat(item.price).toFixed(2) + ''\n + ''\n).join('');\n\nconst htmlContent = ''\n+ ''\n+ 'Pricing Proposal - ' + data.prospectName + ''\n+ ''\n+ ''\n+ '

Pricing Proposal

'\n+ '

Prepared For:' + data.prospectName + '

'\n+ '

Date:' + displayDate + '

'\n+ '

Prepared By:' + data.requestorName + '

'\n+ '

Valid Until:' + validUntil + '

'\n+ '

Proposed Services & Pricing

'\n+ ''\n+ ''\n+ '' + pricingRows + '

Service	Description	Unit	Price

'\n+ '

Terms & Conditions

'\n+ '

This pricing proposal is valid for thirty (30) days. After this period, all prices are subject to change. A binding contract is only created upon execution of a separate Services Agreement.

'\n+ '

Authorization & Acceptance

'\n+ ''\n+ ''\n+ ''\n+ '

Client Authorized Signature	Date
'\n+ ' '\n+ ' Printed Name & Title '\n+ '

'\n+ '';\n\nconst htmlBuffer = Buffer.from(htmlContent, 'utf-8');\n\nreturn [{\n binary: {\n data: {\n data: htmlBuffer.toString('base64'),\n mimeType: 'text/html',\n fileName: 'index.html',\n fileExtension: 'html'\n }\n },\n json: {\n htmlContent: htmlContent,\n fileName: data.prospectName.replace(/[^a-zA-Z0-9]/g, '-') + '-Pricing-Proposal-' + new Date().toISOString().split('T')[0] + '.pdf',\n prospectName: data.prospectName,\n requestorEmail: data.requestorEmail,\n requestorName: data.requestorName\n }\n}];" }, "position": [ 1088, 256 ] }, { "id": "a491e6b8-873f-4fb0-88a4-9d1d6b49c7d0", "name": "Gotenberg → PDF", "type": "http", "params": { "url": "https://YOUR_GOTENBERG_INSTANCE/forms/chromium/convert/html", "method": "POST", "options": { "response": { "response": { "responseFormat": "file" } } }, "sendBody": true, "contentType": "multipart-form-data", "sendHeaders": true, "authentication": "genericCredentialType", "bodyParameters": { "parameters": [ { "name": "index.html", "parameterType": "formBinaryData", "inputDataFieldName": "=data" } ] }, "genericAuthType": "httpBasicAuth", "headerParameters": { "parameters": [ { "name": "Gotenberg-Output-Filename", "value": "={{ $('Build HTML Proposal').item.json.fileName }}" } ] } }, "position": [ 1280, 256 ] }, { "id": "01262f19-5231-446e-8ea3-4d2bdf0ea0e4", "name": "Send a message", "type": "integration", "params": { "service": "outlook", "subject": "=Pricing Proposal prepared for {{ $('Build HTML Proposal').item.json.prospectName }}\n", "operation": "read", "bodyContent": "=Please find the attached pricing proposal for {{ $('Build HTML Proposal').item.json.prospectName }}, requested by {{ $('Build HTML Proposal').item.json.requestorName }}. The attached pricing is valid for 30 days.\n", "toRecipients": "=YOUR_INTERNAL_EMAIL;{{ $('Build HTML Proposal').item.json.requestorEmail }}\n", "additionalFields": { "attachments": { "attachments": [ { "binaryPropertyName": "data" } ] } } }, "position": [ 1472, 256 ] } ] }

Generate PDF pricing proposals from Excel with Gotenberg and Outlook