n8n Workflow: Quote Draft from CSV Uploads & Price List

Generate a quotation draft from CSV uploads—automatically, SKU-accurate, and review-ready

This n8n workflow creates a quotation draft from a request CSV and an approved price list CSV. It calculates line totals per currency, then holds unknown, blocked, duplicate, or unit-mismatched items for review—so parts distributors and sales teams get clean, compliant quotes fast.

What this workflow does

• Receives an n8n Form submission with two uploaded CSV files (request + price list) and a chosen delimiter.
• Validates uploads as UTF-8 .csv within size limits and reads them as text.
• Parses and enforces required headers for both files.
• Builds a SKU catalogue from the price list while flagging invalid rows and blocking duplicate SKUs.
• Validates each request line (expects line_id, quantity, unit) and matches it to exactly one case-sensitive SKU in the catalogue.
• Holds problematic lines for review: unknown SKUs, blocked SKUs, duplicate SKU matches, or unit mismatches.
• Calculates pricing for accepted lines and generates separate totals per currency.
• Outputs report.json, quotation-draft.csv, and review.csv, then packages them into a single ZIP download with a status summary.

Use cases

• Sales teams draft quotes from customer requests exported as CSV—using exact SKUs from an approved price list.
• Parts distributors reconcile inconsistent requests by flagging unknown/block/unit-mismatched items for human review.
• SaaS operators streamline quoting workflows while keeping outputs structured for downstream systems.

Technical details

• n8n Form Trigger for file upload and delimiter selection.
• Code node(s) for CSV parsing, header validation, SKU matching, duplicate blocking, and calculations.
• Convert to File and Compression to return quotation-review.zip.
• Uses case-sensitive SKU matching and supports delimiters: comma, semicolon, or tab.