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.
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
It starts the moment your quote form is submitted.
ClickRuntime makes a copy of your Google Doc template and fills in the customer details and prices.
It saves a PDF of the finished quote in your Drive folder.
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
Build your own
Need it to work differently?
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
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?
Does it send the quote to the customer?
Is the filled Doc kept as well as the PDF?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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