{"product_id":"n8n-rfq-pdf-to-excel-quote-drafts-with-price-lists","title":"n8n RFQ PDF to Excel Quote Drafts with Price Lists","description":"\u003ch3\u003eTurn RFQ PDFs into Excel quote drafts—automatically\u003c\/h3\u003e\n\u003cp\u003eThis n8n workflow takes an RFQ PDF uploaded via an n8n Form, extracts the item table, matches each line against your catalogue and approved price list, and returns a priced \u003cstrong\u003eExcel (.xlsx) quote draft\u003c\/strong\u003e for review—complete with totals and any lines that need attention.\u003c\/p\u003e\n\n\u003ch3\u003eWhat this workflow does\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReceives an RFQ PDF\u003c\/strong\u003e upload through an \u003cem\u003en8n Form Trigger\u003c\/em\u003e.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eExtracts text from the PDF\u003c\/strong\u003e and stops with a clear error if the PDF has no text layer or doesn’t match expected RFQ layout markers.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eParses header + item rows\u003c\/strong\u003e using strict regex rules to output structured line items.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eLoads a catalogue and approved price list\u003c\/strong\u003e (provided as sample data in the template), validates currency, and checks pricing availability.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eMatches RFQ lines to the catalogue\u003c\/strong\u003e by exact code, then normalized code, then description similarity with a confidence score.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003ePrices lines only when it’s safe\u003c\/strong\u003e: an exact code match with the same unit and an approved price.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eCalculates totals\u003c\/strong\u003e for each priced line and a grand total using integer-based rounding.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eGenerates one Excel sheet\u003c\/strong\u003e containing:\n    \u003cul\u003e\n      \u003cli\u003e\n\u003cstrong\u003ePriced lines\u003c\/strong\u003e (from approved price matches)\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eReview-required lines\u003c\/strong\u003e with reasons and candidate matches\u003c\/li\u003e\n      \u003cli\u003e\n\u003cstrong\u003eTotal row\u003c\/strong\u003e including the price list version\u003c\/li\u003e\n    \u003c\/ul\u003e\n  \u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eReturns the .xlsx file\u003c\/strong\u003e to the form user, or shows the failure reason if parsing\/pricing cannot safely run.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eUse cases\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003eSales ops or procurement teams want faster, consistent quote drafting from RFQ PDFs.\u003c\/li\u003e\n  \u003cli\u003eAutomation engineers need reliable catalogue + approved price matching with audit-friendly “review” outputs.\u003c\/li\u003e\n  \u003cli\u003eSaaS operators aim to reduce manual pricing errors by enforcing exact-code + unit approval rules.\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eTechnical details\u003c\/h3\u003e\n\u003cul\u003e\n  \u003cli\u003e\n\u003cstrong\u003eNodes \/ building blocks:\u003c\/strong\u003e Code, Form, Sticky Note, Form Trigger, Extract from File, Convert to File.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eOutput:\u003c\/strong\u003e downloadable \u003cstrong\u003e.xlsx\u003c\/strong\u003e quote draft.\u003c\/li\u003e\n  \u003cli\u003e\n\u003cstrong\u003eImportant requirement:\u003c\/strong\u003e the workflow expects text-based PDFs that follow the required RFQ layout (including table header ending in “Unit” and an “END OF ITEMS” marker).\u003c\/li\u003e\n\u003c\/ul\u003e","brand":"N8N Commerce","offers":[{"title":"Default Title","offer_id":46047327781043,"sku":"N8N-19661","price":69.99,"currency_code":"GBP","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0749\/6279\/6723\/files\/VyayftgkKDT0W4CsvQrhF_SBC9ltnX.png?v=1789636241","url":"https:\/\/buyflowscripts.com\/products\/n8n-rfq-pdf-to-excel-quote-drafts-with-price-lists","provider":"N8N Commerce","version":"1.0","type":"link"}