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Create a project quote PDF from a Typeform response

Move from requirements to a clear quote draft in one automated step.

Trigger

New Form Response

Triggers when a respondent completes and submits the form.

Action

Create Document

Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.

Why this helps

Estimating work from scattered form answers creates slow handoffs and inconsistent quotes.

  • Shorten quote turnaround
  • Keep assumptions visible
  • Use a repeatable quote format

Setup

Build it in a few focused steps.

  • 1Connect Typeform and DocRaptor in Notis once.
  • 2Create an automation named Project quote PDF.
  • 3Tell Notis to draft a quote PDF with scope, assumptions, deliverables, timeline, and pricing from each response.
  • 4Select New Form Response and choose where reports are delivered.
  • 5Test with one real project request.

Questions about this workflow

Can pricing be calculated?

Notis can use pricing rules you provide in the instruction and identify assumptions that need review.

Is the quote sent automatically?

The workflow creates the document; you decide how to review and send it.

When this happens · Trigger

Do this · Action

Supported Triggers and Actions

Notis builds workflows that link Typeform to DocRaptor. A trigger fires from one place; an action lands in another.

Typeform triggers

DocRaptor actions

Recurring trigger

Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.

TriggerScheduled

Create Async Document

Tool to create documents asynchronously from HTML content. Use when generating PDF, XLS, or XLSX documents and you need to poll for completion status or use a callback URL for notification.

ActionInstant

Webhook trigger

Notis starts this workflow when an external tool or custom backend sends an HTTP request.

TriggerInstant

Create Document

Tool to create a PDF or Excel document synchronously from HTML content or URL. Use when you need to generate a document file from HTML data. The document is returned immediately as a downloadable file. Either document_content or document_url must be provided, but not both.

ActionInstant

New Form Response

Triggers when a respondent completes and submits the form.

TriggerInstant

Create Document from Referrer

Tool to convert webpages into documents using referrer-based authentication without an API key. Use when you need to generate PDFs or Excel files from registered domains without explicit API credentials.

ActionInstant

Create Hosted Async Document

Tool to create a hosted document asynchronously. Use when you need to generate a PDF, XLS, or XLSX document and track its completion status via callback_url or the status API.

ActionInstant

Download Async Document

Tool to download a completed asynchronous document using the download URL from status response. Use when you have a download_id and need to retrieve the generated document file.

ActionInstant

Get Async Document Status

Tool to check the status of an asynchronously created document. Use when monitoring progress of async documents by polling for completion status.

ActionInstant

List Documents (JSON)

Tool to retrieve a paginated list of previously created documents with metadata in JSON format. Use when you need to see document creation history or query past documents.

ActionInstant

List Documents (XML)

Tool to retrieve a paginated list of previously created documents with metadata in XML format. Use when you need to see document creation history or query past documents in XML format.

ActionInstant

Connect any two apps with Notis in the middle.

Typeform and DocRaptor, or any other combination from 1,000+ integrations.

When this happens · Trigger

Do this · Action

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