Send instant quotes from a Google Form
The first business to reply often wins the job. Let prospects describe what they need in a Google Form and send them a branded quotation within seconds. Pick the right price sheet automatically with conditions on the service or size they chose.
| Service | Size | Notes |
|---|---|---|
| {{Service}} | {{Size}} | {{Notes}} |
- 50% deposit to confirm the booking
- Balance due on completion
- Prices exclude tax unless stated
How to automate quotes from Google Forms
Four steps, all inside Google Workspace. Output: PDF.
Build the form
Copy the ready-made form, or create a Google Form with questions like these. The question titles become your placeholders.
| Question title | Type | Example answer |
|---|---|---|
| Full Name | Short answer | Daniel Wong |
| Company | Short answer | Lumen Labs |
| Short answer (email) | daniel@lumenlabs.example | |
| Service | Dropdown | Office deep clean |
| Size | Multiple choice | Up to 2,000 sq ft |
| Notes | Paragraph | Weekly, after 6 pm |
Design the Google Docs template
Start from our Google Docs template (make a copy) or the .docx, or use your own. Type a placeholder wherever an answer should appear. It must match the question title exactly, in double braces. Built-ins such as {{_date}} and {{_responseId}} work too.
Connect it in AutoDoc
Open the form → Add-ons → AutoDoc. Pick the template and a Drive folder, choose PDF, and set the file name pattern:
Quote Q-{{_responseId}} - {{Company}}Result: Quote Q-2_ABaOnud8x - Lumen Labs.pdf
Add a conditional document (optional)
Conditions support AND / OR groups and 13 operators, including equals, contains, exists, matches regex, > and >=.
Submit, and it’s delivered
Every new response creates the document in seconds, then emails it:
Tips for quotes
- Make one quotation template per Service and generate only the one whose condition matches.
- Add {{Notes}} in a table cell so long answers wrap neatly.
- CC your sales inbox so nobody misses a hot lead.
Frequently asked questions
Can I show different prices per service?
Yes. Create one template per service and set each to generate only when Service equals that option.
Can the prospect accept online?
Add a link in the email body to an acceptance form or your booking page.
Do quotes expire?
Add “Valid for 30 days” to the template. {{_date}} shows the issue date.