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Text To Table Converter

Bulk Generate PDF Sales Quotations in Google Docs™

Need to create many client quotations without copying the same Google Docs™ file over and over? Use Mail Merge & Variables to turn spreadsheet rows into finished quotation documents, then convert the full batch to PDF.

The easiest way to learn this workflow is the built-in Load Sales Quotation Example button in Google Docs™. It gives you a ready-made quotation template and source sheet, so you can test the full process before using your own files.

What You Need

Section titled “What You Need”
  • A Google Docs™ file
  • The Text To Table Converter add-on
  • A few minutes to test the sample workflow

How to Create a Sales Quotation Batch

Section titled “How to Create a Sales Quotation Batch”
  1. Open any Google Docs™ file.
  2. Open Extensions > Text To Table Converter > Document Tools > Mail Merge & Variables....
  3. In the setup area, click Load Sales Quotation Example.
  4. Wait while the add-on loads the copied quotation template and copied spreadsheet.
  5. Click Analyze Tags.
  6. Review how the quotation placeholders map to the spreadsheet columns.
  7. Click Create single document to preview one quotation first.
  8. Open the preview and check the customer details, quotation line items, totals, and formatting.
  9. If the preview looks correct, click Create all documents.

Convert the Full Batch to PDF

Section titled “Convert the Full Batch to PDF”

After Create all documents finishes, the results area switches from preview mode to batch results.

  1. Wait for the quotation batch to finish generating.
  2. In the completed results area, click Convert all to PDF.
  3. Let the add-on convert the generated quotation documents.
  4. Open the saved PDFs from Google Drive when the conversion finishes.

That button converts all generated documents to PDF and saves them to Google Drive. This is the fastest way to turn a finished quotation run into share-ready PDF files.

What You Can Do After the Batch Finishes

Section titled “What You Can Do After the Batch Finishes”
  • Use the left and right arrows to browse the generated quotation documents.
  • Open one generated quotation to review it again.
  • Delete a generated document if you need to rerun the batch.
  • Use Convert to PDF for one generated document, or Convert all to PDF for the full set.

Best Way to Replace the Example with Your Own Quote Template

Section titled “Best Way to Replace the Example with Your Own Quote Template”

Start by keeping the sample quotation template and changing only the spreadsheet. That makes it easier to see whether your column headers map correctly.

After your source sheet works, replace the template with your own quotation layout. Always test with Create single document before running the full batch again.

Get the Add-On

Section titled “Get the Add-On”

Create quotation documents and convert the finished batch to PDF without rebuilding the same file by hand.

Section titled “Related Guides”
Mail Merge Learn the full Mail Merge workflow, including source setup, mappings, Smart Variables, and saved workflows.
Save as PDF See more ways to export Google Docs™ files as PDF with the add-on.