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Sales Quotes & Proposals
Use Google Sheets logic to calculate complex pricing and instantly generate high-end PDF proposals.
Overview
Stop saying 'I'll send that quote later.' This workflow uses a Google Sheet as a calculation engine. When you submit the form, SFP pulls the calculated totals from the sheet and places them into a beautiful, client-ready PDF proposal.
What You'll Learn
Using Google Sheets as a data processor for SFP
Generating line-item tables dynamically
Attaching multiple files (Terms & Conditions + Quote) in one email
Benefits
Faster sales cycles
No more calculation mistakes
Professional 'Big-Company' feel
Common Challenges Solved
Manual math errors
Wait time for prospects
Inconsistent document design
Smart Form Publisher Features Used
Google Sheets Processor
Email Attachments
Dynamic Naming
Implementation Roadmap
1
1. Pricing Engine
Setup a Google Sheet with your pricing formulas and tax logic.
2
2. Visual Layout
Design your proposal in Google Docs with dynamic placeholder tags.
3
3. Delivery
Set SFP to email the final PDF directly to the client upon submission.
Frequently Asked Questions
Does it support different currencies?
Yes, SFP pulls the exact formatting ($, €, £) directly from your Google Sheet formulas.
Ready to automate this workflow?
Join thousands of professionals using Smart Form Publisher to automate document generation and eliminate repetitive manual work.