Generate PDF pricing proposals from Excel with Gotenberg and Outlook

How it works

Webhook Trigger — A web form POSTs prospect details, selected services, discount level, and requestor info to the webhook endpoint. Fetch Pricing Sheet — Retrieves all rows from your pricing_request.xlsx Excel table in OneDrive/SharePoint. Process & Price — Filters the pricing rows to the selected services, applies the correct Discount / Retail / Premium price tier, and calculates the total. Build HTML — Renders a fully branded HTML proposal document with cover info, line-item pricing table, terms, and a signature block. Convert to PDF — Sends the HTML to a self-hosted Gotenberg instance, which returns a print-ready PDF. Email Proposal — Delivers the PDF as an attachment via Gmail OAuth2 to the requester and any internal recipients you configure.