Generate AI-curated sales quotes with OpenAI, Qdrant & CraftMyPDF PDF delivery
👀 Short Description
Turn form submissions into AI-curated quotes with SKU selection straight from Qdrant, branded PDF generation, and automatic email—now streamlined for quoting only (FAQ removed). (Improved from the previous workflow: Automated Request-to-Quote System with OpenAI, Google Sheets & CraftMyPDF Email Delivery)
🎉What’s new vs. the old version
Products now come directly from Qdrant (no Google Sheets catalog in the loop).
Focused quote-only flow — removed FAQ/RAG nodes for a leaner, faster pipeline.
Agent enforces a JSON-only contract, keeping pricing/stock grounded in Qdrant payloads.
Easier to maintain; fewer moving parts and lower token usage.
📄 What this workflow does
Captures lead details via Form: Request a Quote.
Searches your Qdrant collection (products) for relevant SKUs by keyword, use-case, features, and budget hints.
An AI Agent (OpenAI) selects in-stock SKUs, respects min_qty, and returns a strict JSON quote (optional discount ≤ 10%).
A Code step computes line totals, discount, VAT, generates a unique invoicenumber (e.g., Q-YYYYMMDD-ABCDE), and validates or falls back the duedate.
CraftMyPDF renders a branded PDF; the file is fetched and SMTP emails the quote to the customer.
👤 Who this is for
SMBs and sales teams needing instant, accurate quotes from website forms.
Ops teams storing product data in Qdrant and wanting AI-assisted SKU selection.
Agencies or shops that must generate consistent, branded PDFs and send them automatically.
✅ Requirements
Self-hosted n8n instance.
Qdrant collection (default: products) with payload fields:
sku, name, uom, unitprice, currency, instock (true/false), min_qty, handle/url, features.
Connected credentials: OpenAI (or compatible), Qdrant API, CraftMyPDF, SMTP.
A CraftMyPDF template aligned with the Code node output (invoicenumber, items[], grosstotal, etc.).
⚙️ How to set up
Import the workflow JSON into n8n.
In Qdrant Vector Store (Products), set collection=products and your Qdrant API credentials.
In Sales Quote Agent, keep or change the model (default gpt-4.1-mini) and the JSON-only system prompt.
In Create a PDF, set your CraftMyPDF templateId.
In Email: Send Quote, set fromEmail and SMTP credentials.
Submit a test form; verify: Agent JSON → PDF render → email delivery.
(Optional) Adjust defaults in the Code node: vatpct (default 10), paymentterms, currency fallback, valid_days.
🔁 How it works (end-to-end)
Trigger → Form captures: Full Name, Email, Company, Requirements, Budget Min/Max, Need By, Notes.
Product Search → Agent calls PRODUCTS_QDRANT to retrieve relevant SKUs and payload fields from Qdrant.
Agent Quote → Selects SKUs and qty, applies pricing and ≤10% discount.
💡 About Margin AI
Margin AI is your AI Service Companion. We help organizations design intelligent, human-centric automation — from content pipelines and branding workflows to customer insights and sales enablement. Our tailored AI solutions scale marketing, operations, and creative processes with ease.
By Cong Nguyen