A PDF pricing proposal from your sheet — sent to the client

On request the scenario takes items from your price list, calculates the cost, builds a PDF proposal and emails it to the client.

  • A PDF proposal in a minute
  • Prices calculated from your price list
  • The finished file emailed to the client
  • No manual formatting
WebhookGotenberg
Set it up for yourselfScriptera

How it works

To move data from QuickBooks Online to Microsoft Outlook automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Pricing Request Webhook
  2. Then: Fetch Pricing Sheet
  3. Then: Process & Price
  4. Then: Build HTML Proposal
  5. Then: Gotenberg → PDF
  6. Then: Send a message

You can launch this QuickBooks Online + Microsoft Outlook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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