{ "meta": { "templateCredsSetupCompleted": true }, "nodes": [ { "id": "44918795-943b-46ec-8c23-a527f2146a23", "name": "Sticky Note", "type": "n8n-nodes-base.stickyNote", "position": [ -1888, -624 ], "parameters": { "width": 448, "height": 764, "content": "## How it works\n\nThis workflow generates professional business proposals from your CRM deal data or form submissions. It validates pricing, adds your company branding, creates a beautiful PDF with itemized pricing and terms, then delivers it to the client via email while archiving a copy to Google Drive for your records. Your team gets a Slack notification with proposal details and a link to the Drive file.\n\n## Setup steps\n\n1. **Configure webhook** - Connect from your CRM (HubSpot/Pipedrive) or form tool\n2. **Customize branding** - Edit company details in \"Enrich with Company Data\" node\n3. **Add HTML to PDF API** - Get free key at htmlcsstoimage.com\n4. **Connect Google Drive** - Authenticate for proposal archival\n5. **Connect Gmail** - Authenticate for client email delivery\n6. **Add Slack webhook** - Get URL from Slack app settings\n7. **Test with sample data** before going live\n\n\ud83d\udca1 **Required data:** clientName, clientEmail, clientCompany, projectTitle, items array (with description, quantity, rate for each)" }, "typeVersion": 1 }, { "id": "d9a7710c-0502-40a5-9eb7-ba487e50c859", "name": "Webhook Trigger", "type": "n8n-nodes-base.webhook", "position": [ -1088, 64 ], "parameters": { "path": "proposal-generator", "options": {}, "httpMethod": "POST" }, "typeVersion": 1 }, { "id": "d69ca703-6d2a-4685-81ec-041a19ecaaa5", "name": "Sticky Note1", "type": "n8n-nodes-base.stickyNote", "position": [ -1040, -128 ], "parameters": { "color": 7, "width": 664, "height": 368, "content": "## Data Processing\n\nReceives proposal data, validates required fields, calculates line item totals, adds your company branding and payment terms, then generates professional HTML with pricing breakdown." }, "typeVersion": 1 }, { "id": "140d0a87-165f-466b-91d9-faa01147bbf5", "name": "Validate Input Data", "type": "n8n-nodes-base.code", "position": [ -864, 64 ], "parameters": { "jsCode": "// Validate incoming data\nconst item = $input.first().json;\n\n// Required fields validation\nconst requiredFields = ['clientName', 'clientEmail', 'clientCompany', 'projectTitle'];\nconst missingFields = requiredFields.filter(field => !item[field] || item[field].trim() === '');\n\n// Validate items array\nif (!item.items || !Array.isArray(item.items) || item.items.length === 0) {\n missingFields.push('items (must be array with at least one item)');\n}\n\nif (missingFields.length > 0) {\n throw new Error(`Missing required fields: ${missingFields.join(', ')}`);\n}\n\n// Validate email format\nconst emailRegex = /^[^\\s@]+@[^\\s@]+\\.[^\\s@]+$/;\nif (!emailRegex.test(item.clientEmail)) {\n throw new Error('Invalid email format for clientEmail');\n}\n\n// Validate and calculate items\nfor (let i = 0; i < item.items.length; i++) {\n const lineItem = item.items[i];\n if (!lineItem.description || !lineItem.quantity || !lineItem.rate) {\n throw new Error(`Item ${i + 1} missing required fields (description, quantity, rate)`);\n }\n item.items[i].amount = lineItem.amount || (lineItem.quantity * lineItem.rate);\n}\n\n// Calculate totals\nitem.subtotal = item.subtotal || item.items.reduce((sum, lineItem) => sum + lineItem.amount, 0);\nitem.discount = item.discount || 0;\nitem.tax = item.tax || 0;\nitem.total = item.total || (item.subtotal - item.discount + item.tax);\n\n// Generate proposal number if not provided\nif (!item.proposalNumber) {\n const date = new Date();\n const year = date.getFullYear();\n const month = String(date.getMonth() + 1).padStart(2, '0');\n const random = Math.floor(Math.random() * 1000).toString().padStart(3, '0');\n item.proposalNumber = `PROP-${year}${month}-${random}`;\n}\n\n// Add defaults\nitem.currency = item.currency || 'USD';\nitem.currencySymbol = item.currencySymbol || '$';\nitem.proposalDate = item.proposalDate || new Date().toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\nitem.validUntil = item.validUntil || new Date(Date.now() + 30*24*60*60*1000).toLocaleDateString('en-US', { year: 'numeric', month: 'long', day: 'numeric' });\n\nreturn { json: item };" }, "typeVersion": 2 }, { "id": "5f8f7b8e-cdf1-4401-be04-e162bcf118c9", "name": "Enrich with Company Data", "type": "n8n-nodes-base.code", "position": [ -656, 64 ], "parameters": { "jsCode": "// Add company branding and additional details\nconst item = $input.first().json;\n\n// Company information (customize these)\nconst companyDefaults = {\n companyName: item.companyName || 'Media Jade',\n companyAddress: item.companyAddress || '456 Company Street',\n companyCity: item.companyCity || 'San Francisco, CA 94105',\n companyEmail: item.companyEmail || 'user@example.com',\n companyPhone: item.companyPhone || '+1234567890',\n companyWebsite: item.companyWebsite || 'www.mediajde.com',\n companyLogo: item.companyLogo || '',\n \n // Proposal terms\n paymentTerms: item.paymentTerms || '50% upfront, 50% upon completion',\n deliveryTimeline: item.deliveryTimeline || '4-6 weeks from project kickoff',\n terms: item.terms || 'This proposal is valid for 30 days. Upon acceptance, a detailed contract will be provided. All work will be completed according to agreed specifications and timelines.',\n \n // Client defaults\n clientPhone: item.clientPhone || '',\n clientAddress: item.clientAddress || '',\n clientCity: item.clientCity || ''\n};\n\nreturn { json: { ...item, ...companyDefaults } };" }, "typeVersion": 2 }, { "id": "1bc12998-5f3a-4dd0-afb7-2f8a6fccd8cc", "name": "Generate Professional HTML", "type": "n8n-nodes-base.code", "position": [ -432, 64 ], "parameters": { "jsCode": "// Generate professional HTML proposal\nconst item = $input.first().json;\n\nconst html = `\n\n\n\n \n \n Proposal - ${item.proposalNumber}\n \n\n\n
\n
\n
\n ${item.companyLogo ? `\"${item.companyName}\"` : `

${item.companyName}

`}\n
\n ${item.companyAddress}
\n ${item.companyCity}
\n ${item.companyEmail}
\n ${item.companyPhone}\n
\n
\n
\n
PROPOSAL
\n
Date: ${item.proposalDate}
\n
\n
\n\n
\n
\n

Prepared For

\n

${item.clientName}

\n

${item.clientCompany}

\n

${item.clientEmail}

\n ${item.clientPhone ? `

${item.clientPhone}

` : ''}\n ${item.clientAddress ? `

${item.clientAddress}

` : ''}\n
\n
\n

Proposal Details

\n

Proposal #: ${item.proposalNumber}

\n

Date: ${item.proposalDate}

\n

Valid Until: ${item.validUntil}

\n
\n
\n\n
\n

${item.projectTitle}

\n
${item.projectDescription || 'Professional services as discussed.'}
\n
\n\n
\n

Investment Breakdown

\n \n \n \n \n \n \n \n \n \n \n ${item.items.map(lineItem => `\n \n \n \n \n \n \n `).join('')}\n \n
DescriptionQuantityRateAmount
${lineItem.description}${lineItem.quantity}${item.currencySymbol}${lineItem.rate.toFixed(2)}${item.currencySymbol}${lineItem.amount.toFixed(2)}
\n\n
\n
\n Subtotal:\n ${item.currencySymbol}${item.subtotal.toFixed(2)}\n
\n ${item.discount > 0 ? `
Discount:-${item.currencySymbol}${item.discount.toFixed(2)}
` : ''}\n ${item.tax > 0 ? `
Tax:${item.currencySymbol}${item.tax.toFixed(2)}
` : ''}\n
\n Total Investment:\n ${item.currencySymbol}${item.total.toFixed(2)}\n
\n
\n
\n\n
\n

Terms & Conditions

\n
\n Payment Terms:\n

${item.paymentTerms}

\n
\n
\n Delivery Timeline:\n

${item.deliveryTimeline}

\n
\n
\n Additional Terms:\n

${item.terms}

\n
\n
\n\n
\n
\n

Thank You for Considering Our Proposal!

\n

For questions, please contact us:

\n

${item.companyEmail} | ${item.companyPhone}

\n

Valid until ${item.validUntil}

\n
\n
\n
\n\n\n`;\n\nreturn {\n json: {\n html: html,\n proposalNumber: item.proposalNumber,\n clientName: item.clientName,\n clientEmail: item.clientEmail,\n clientCompany: item.clientCompany,\n total: item.total,\n currency: item.currency,\n fileName: `Proposal_${item.proposalNumber}_${item.clientCompany.replace(/[^a-zA-Z0-9]/g, '_')}.pdf`,\n ...item\n }\n};" }, "typeVersion": 2 }, { "id": "22d9be67-cdbd-4597-b9f6-d60be3f14fdb", "name": "Sticky Note4", "type": "n8n-nodes-base.stickyNote", "position": [ -272, -128 ], "parameters": { "color": 7, "width": 380, "height": 360, "content": "## PDF & Storage\n\nConverts HTML to print-ready PDF, then archives to Google Drive with shareable link for easy client access and permanent record keeping." }, "typeVersion": 1 }, { "id": "ef43aebf-942b-4a5d-ae55-9647c0a6f690", "name": "Save to Google Drive", "type": "n8n-nodes-base.googleDrive", "position": [ -16, 64 ], "parameters": { "name": "={{ $('Generate Professional HTML').item.json.fileName }}", "driveId": { "__rl": true, "mode": "list", "value": "My Drive" }, "options": {}, "folderId": { "__rl": true, "mode": "list", "value": "root" } }, "typeVersion": 3 }, { "id": "1ec57955-95af-4a2d-a53c-0b4b594762a9", "name": "Notify Team (Slack)", "type": "n8n-nodes-base.httpRequest", "position": [ 528, 64 ], "parameters": { "url": "https://hooks.slack.com/services/YOUR/SLACK/WEBHOOK", "options": {}, "jsonBody": "={\n \"text\": \"\u2705 New Proposal Sent!\",\n \"blocks\": [\n {\n \"type\": \"section\",\n \"text\": {\n \"type\": \"mrkdwn\",\n \"text\": \"*\ud83d\udce8 Proposal Successfully Sent*\\n\\n*Proposal #:* {{ $('Generate Professional HTML').item.json.proposalNumber }}\\n*Client:* {{ $('Generate Professional HTML').item.json.clientCompany }}\\n*Contact:* {{ $('Generate Professional HTML').item.json.clientName }}\\n*Total:* {{ $('Generate Professional HTML').item.json.currency }} {{ $('Generate Professional HTML').item.json.total }}\\n\\n<{{ $('Save to Google Drive').item.json.webViewLink }}|View PDF in Drive>\"\n }\n ]\n ]\n}", "sendBody": true, "specifyBody": "json" }, "typeVersion": 4.1 }, { "id": "9bdc7dfa-d144-41bb-a3c1-eb7883a374f9", "name": "Sticky Note6", "type": "n8n-nodes-base.stickyNote", "position": [ 448, -144 ], "parameters": { "color": 7, "width": 308, "height": 380, "content": "## Team Notification\n\nSlack alert with proposal number, client details, total amount, and Drive link. Keeps your sales team informed in real-time." }, "typeVersion": 1 }, { "id": "18e667ce-b6fa-45b5-afcc-4e39a406850e", "name": "HTML to PDF", "type": "n8n-nodes-htmlcsstopdf.htmlcsstopdf", "position": [ -224, 64 ], "parameters": {}, "typeVersion": 1 }, { "id": "828c5819-e669-4427-8411-91bb506f335a", "name": "Send to Client", "type": "n8n-nodes-base.gmail", "position": [ 208, 64 ], "parameters": { "options": {} }, "credentials": { "gmailOAuth2": { "name": "" } }, "typeVersion": 2.1 }, { "id": "c565c5a3-a658-4a90-b3e5-0b7b060bc14b", "name": "Sticky Note7", "type": "n8n-nodes-base.stickyNote", "position": [ 128, -128 ], "parameters": { "color": 7, "width": 260, "height": 364, "content": "## Client Delivery\n\nEmails professional proposal PDF to client with your branding. Instant delivery accelerates your sales cycle and improves response rates." }, "typeVersion": 1 } ], "connections": { "HTML to PDF": { "main": [ [ { "node": "Save to Google Drive", "type": "main", "index": 0 } ] ] }, "Send to Client": { "main": [ [ { "node": "Notify Team (Slack)", "type": "main", "index": 0 } ] ] }, "Webhook Trigger": { "main": [ [ { "node": "Validate Input Data", "type": "main", "index": 0 } ] ] }, "Validate Input Data": { "main": [ [ { "node": "Enrich with Company Data", "type": "main", "index": 0 } ] ] }, "Save to Google Drive": { "main": [ [ { "node": "Send to Client", "type": "main", "index": 0 } ] ] }, "Enrich with Company Data": { "main": [ [ { "node": "Generate Professional HTML", "type": "main", "index": 0 } ] ] }, "Generate Professional HTML": { "main": [ [ { "node": "HTML to PDF", "type": "main", "index": 0 } ] ] } } }