Latenode

Automatically sync Google Sheets data to generate professional quotes in Google Docs

This Latenode automation helps businesses generate professional quotes directly from their Google Sheets data. By connecting a Google Sheets spreadsheet to a Google Docs template, the automation automatically populates the document with the latest pricing, product details, and other relevant information from each new row added to the spreadsheet.

This streamlines the quote creation process, ensuring consistent branding and formatting across all customer quotes. The automation is primarily designed for small-to-medium businesses that rely on spreadsheets to manage their sales and customer data, providing a seamless way to transform that information into polished, professional-looking quotes.

Updated Apr 6, 2026Est. run: 26sEst. cost: $0.0703
How Latenode estimates time and cost

Latenode bills workflow runs in credits: 1 credit = 30 seconds of processing. Minimum charge per run depends on your plan. Plug-and-Play (PnP) AI nodes are billed separately—each PnP token is $1 USD, charged pay-as-you-go at vendor cost plus a small processing fee, with no API keys required.

Full pricing — how credits work →
Data, spreadsheets & databases

Workflow preview

What this template does

  • Automatically populates a Google Docs template with data from each new row in a Google Sheets spreadsheet.
  • Ensures consistent branding and formatting across all customer quotes.
  • Eliminates the need for manual copy-pasting between spreadsheets and documents.
  • Saves time by automating the quote creation process for small-to-medium businesses.
  • Generates professional-looking quotes directly from a Google Sheets data source.

How it works

1
Trigger

Connect to Google Sheets

The automation starts by connecting to the Google Sheets spreadsheet that contains the sales and customer data. This integration allows the system to access and retrieve the relevant information needed to generate the quotes.

2
Logic

Extract Quote Details

The automation then extracts the necessary details from each row in the spreadsheet, such as pricing, product information, and customer details. This data is transformed into a format that can be easily inserted into the quote template.

3
Action

Generate Quote Document

Finally, the automation populates the Google Docs template with the quote details from the spreadsheet. This ensures that each quote is professionally formatted and consistent with the company's branding, streamlining the quote creation process for the business.

Setup guide

1

Add Google Sheets credential

In the Latenode Credentials panel, add your Google Sheets credential by authenticating with your Google account. This will allow the automation to access and read data from your Google Sheets spreadsheet.

2

Connect Google Sheets spreadsheet

In the Latenode visual builder, add a Google Sheets node. Configure it to select the specific spreadsheet and worksheet you want to use for generating quotes.

3

Map spreadsheet data to quote template

In the Google Sheets node settings, map the relevant spreadsheet columns (e.g. product name, description, price) to the corresponding fields in your Google Docs quote template. This will ensure the quote document is populated with the correct information from your spreadsheet.

4

Add Google Docs credential

In the Latenode Credentials panel, add your Google Docs credential by authenticating with your Google account. This will enable the automation to create and update documents in your Google Drive.

5

Configure Google Docs quote template

In the Latenode visual builder, add a Google Docs node. Select the specific Google Docs template you want to use for generating quotes, and configure any necessary settings or formatting options.

Requirements

Connect a Google Sheets spreadsheet to the automation
Provide access to the Google Sheets API within the Latenode workspace
Connect a Google Docs template to the automation
Provide access to the Google Docs API within the Latenode workspace

FAQ

Common questions about this template

Each run uses credits on your Latenode plan. We charge for processing time (1 credit = 30 seconds). Your actual cost depends on your plan and how long the run takes. See pricing plans for plans and how credits work.

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