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Approved Quote
PDF Generator

The final step of the sales automation pipeline: an approved quote becomes a professional PDF and a sent email — automatically, with no manual formatting.

Built forB2B sales & agencies
Core jobApproval → PDF → sent
StatusLive system
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// who it's for
// Built for

B2B sales teams, agencies &
quote-heavy businesses.

Any business where an approved quote needs to become a polished, branded document fast — service providers, procurement-heavy operations, and distributors included.

// what it does
// The complete flow

From approval
to delivered PDF.

It takes a manager-approved quote, matches it to the original generated quote data, copies your quotation template, fills in the details, exports a PDF, uploads it, and emails the final quotation to the customer — with built-in duplicate prevention.

Reads manager-approved quotes automatically
Matches approved quote IDs to generated quote data
Prepares PDF quotation data from the match
Copies your Google Docs quotation template
Replaces placeholders with real quote details
Exports the final quote as a PDF
Uploads the PDF to Drive automatically
Builds a shareable PDF link
Updates the quote record once sent
Sends the final quotation email to the customer
Avoids generating duplicate quotes
Google Docs / Drive Email Your existing quote sheet
// quote-to-cash
// Paired with the Quote Copilot

The final mile.

This system picks up exactly where the Pre-Sales Quote Copilot leaves off — the moment a quote is approved.

1
← Quote Copilot generates quote
→
2
Manager approves
→
3
PDF generated from template
→
4
Uploaded & linked
→
5
Final email sent
// business outcome
// Why it matters

Approval becomes
a sent PDF, instantly.

Turns approved quotes into PDFs automatically
Removes repetitive document creation
Reduces formatting mistakes
Speeds up final quote delivery
Gives sales teams a clean approval-to-PDF pipeline
Prevents duplicate quotes from going out
// frequently asked
// Common questions

Questions about the
PDF Generator.

Yes — it's built around your existing Google Docs template, so the output matches your brand.
It checks the quote record before generating a new PDF, so an already-sent quote won't be recreated or re-sent.
It's uploaded to Drive with a shareable link, and the quote record is updated to reflect that it's been sent.
It's designed to pair with it, but can also be adapted to take approved quotes from another source.
// open your portal

Ready to stop formatting
quotes by hand?

Tell us how your approved quotes become documents today. We'll design the system that does it for you.

Start a Consultation →