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The moment it happens

Create PDF quotes from a Google Doc template when a form is submitted

Each quote request fills your Google Doc template, saves a PDF in Drive and emails it to you, ready to send.

Runs
The moment it happens
Apps
Google Docs, Google Drive
AI
Not needed
Access
Drive drive.file; Docs write

Send this to your assistant

Create a ClickRuntime automation: when my quote form is submitted, fill my Google Doc quote template, save a PDF in Drive and email it to me.

Paste it into your assistant. It tells you what it will send or change before it runs live.

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A landscaping business sends a dozen quotes a week. Each one starts from the same Doc: copy it, replace the customer name, address, job and price, export a PDF, rename it and file it. Small slips like last week's customer name still in the header are embarrassing.

Filling the template straight from the quote form produces a clean PDF in seconds, filed in Drive with a consistent name. The owner checks it and sends it to the customer while the enquiry is still fresh.

What you get out of it

  • Faster quotes win more jobs

    Customers often accept the first good quote they get. Turning one around in minutes rather than days makes a difference.

  • No copy and paste mistakes

    Every field is filled from the form, so old names and prices never slip into a new quote.

  • Every quote filed the same way

    PDFs are saved to one Drive folder with the customer and date in the name, easy to find when the job is booked.

  • Works for letters and invoices too

    Any Doc with placeholders works, so the same setup can produce invoices, offer letters or contracts.

How it works

What happens, step by step

  1. It starts the moment your quote form is submitted.

  2. ClickRuntime makes a copy of your Google Doc template and fills in the customer details and prices.

  3. It saves a PDF of the finished quote in your Drive folder.

  4. You get an email with the PDF link, ready to check and send.

Before it runs live

  • Connect Google Docs
  • Connect Google Drive
  • Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens
Create PDF quotes from a Google Doc template when a form is submittedjust nowSucceeded
Email · Quote readyQuote Acme Housing 2026-10-19 is ready. PDF: https://drive.google.com/file/d/1Lm…

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

  • Act only on the items that match your own rules, and skip the rest
  • Add an AI step, for example to summarize, sort or draft a reply
  • Add another app, for example also send it to Slack
  • Combine it with other Google Docs and Google Drive steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
quotes_letters_and_invoices_from_a_doc_template.pyexample
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from googleapiclient.http import MediaInMemoryUpload
from clickruntime import on_event, credentials, notify

TEMPLATE_ID, FOLDER_ID = "your-quote-template-doc-id", "your-quotes-folder-id"

@on_event
def handle(event):
    form = event.event
    creds = Credentials(credentials.connection("google", "work"))
    drive = build("drive", "v3", credentials=creds, cache_discovery=False)
    name = f"Quote {form.get('customer', 'customer')} {event.received_at[:10]}"
    doc = drive.files().copy(fileId=TEMPLATE_ID, body={"name": name, "parents": [FOLDER_ID]}).execute()
    reqs = [{"replaceAllText": {"containsText": {"text": "{{" + k + "}}", "matchCase": True}, "replaceText": str(v)}}
            for k, v in form.items()]
    build("docs", "v1", credentials=creds, cache_discovery=False).documents().batchUpdate(
        documentId=doc["id"], body={"requests": reqs}).execute()
    pdf_bytes = drive.files().export(fileId=doc["id"], mimeType="application/pdf").execute()
    pdf = drive.files().create(body={"name": f"{name}.pdf", "parents": [FOLDER_ID]}, fields="webViewLink",
                               media_body=MediaInMemoryUpload(pdf_bytes, mimetype="application/pdf")).execute()
    notify.email_me(f"{name} is ready", f"PDF: {pdf['webViewLink']}")
    return {"pdf": pdf["webViewLink"]}

FAQ

Common questions

How do I mark the fields in my template?
Put placeholders such as {{customer}}, {{address}} and {{total}} in your Google Doc where the values should go. The form fields with the same names fill them.
Does it send the quote to the customer?
It emails the PDF to you first so you can check it. You can forward it or change the setup to send it directly once you trust it.
Is the filled Doc kept as well as the PDF?
Yes. A filled copy of the Doc stays in Drive next to the PDF, so you can make small edits and export again.
What permissions does it need?
Drive drive.file; Docs write. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Create PDF quotes from a Google Doc template when a form is submitted” from your assistant

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