Automating Quotation Generation for Smart Workflows


Automating Quotation Generation for Smart Workflows

Built a fully automated system using Google Workspace tools to generate professional quotations, track entries, and reduce manual effort ideal for freelancers, small businesses, and internal teams.

3D Render
3D Render
3D Render

Location

Location

Chennai, India

Developed

May 2025

Field

Field

Google Workspace

Project Type

Project Type

Independent Project

Challenge

Creating quotations manually is time consuming, error prone, and not scalable, especially for growing teams or service providers. Many users either struggle with formatting or use rigid templates. The challenge was to design a dynamic, template driven automation pipeline that allows users to submit data through a form, generate a formatted PDF quotation, and track it all without writing a single line of code.

Results

Time to Generate Quotation: ~18 seconds

  • Manual Effort Saved: ~95%

  • Templates Standardized: 1 master format

  • System Reused by: 3+ peers internally

18 sec

Average Quote Processing Time

95%

Automation Coverage

15+

Total Fields Supported

Process

The system was built by connecting Google Forms, Sheets, Looker Studio, and Apps Script. It started with a Google Form designed to collect all necessary quotation inputs client name, product type, pricing, quantity, and notes. The responses were automatically recorded into a connected Google Sheet, which served as the database. A Google Apps Script was written to trigger upon form submission. This script mapped the values into a pre styled quotation template and generated a PDF version in real time.

The script also saved the PDF into Google Drive and optionally emailed it to the user. For analytics, we used Looker Studio to visualize quotation volumes, conversion rates, and client types based on data collected. We ensured the quotation matched the company’s brand by using a template format derived from quotation_DC_002_25-26.pdf. The system was tested in multiple use cases internal projects, freelance-style demos, and trial runs by peers to ensure general usability.

Stack

Stack

Stack

Conclusion

The Quotation Generator project showcases how no code tools like Google Forms and Sheets can be extended with scripting to automate business workflows. By integrating automation and reporting, the system saves time, ensures consistency, and improves professionalism especially useful for students, freelancers, and small businesses looking to scale efficiently.