Personalized quotes — delivered as PDF at once

A client fills a form — the scenario writes personalized text, builds the quote from a template, exports a PDF, and emails it. A finished quote reaches the client within a minute.

  • A form request goes straight into work
  • AI writes personalized text per client
  • The quote is built into a PDF from a template
  • The email with the quote is sent on its own
n8n Form

How it works

To pass leads from Nextcloud to ERPNext automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: Quotation Form
  2. Then: OpenAI Personalize
  3. Then: Copy Template
  4. Then: Replace Variables
  5. Then: Export as PDF
  6. Then: Send Quotation Email

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