Automatic Contract & Quote PDF Generator
Overview
Automatically fills contracts and quotes as PDFs from a Google Form or webhook, replaces all variables (client name, services, amounts, dates) in a Word or PDF template, and sends the signing-ready document via email within seconds.
Avg. generation time
< 30s
Templates available
12
Human errors
0%
Fill in the fields to generate the contract PDF
Details
The problem
Creating a contract or quote manually takes 10–20 minutes per client: open the template, replace name, services, amounts, dates, format, save as PDF and send. With 20 clients per month, that's 4–7 hours lost on mechanical, repetitive work — with a high risk of typos on figures or dates.
The solution
A Python script that listens to Google Form responses (or a CRM webhook). Each new response is mapped onto the Jinja2 template fields (for Word via python-docx or for PDF via ReportLab). The document is generated in seconds, converted to PDF, and automatically emailed to the client as an attachment, with a CC copy to the owner.
How it works
1. Receive data from Google Form / webhook / CSV
2. Map variables → template fields (name, service, amount, dates)
3. Render document with Jinja2 + python-docx or ReportLab
4. Convert to PDF
5. Automatic send to client via smtplib (PDF attachment)
6. Copy archived to Google Drive in client folder
7. Notify owner with document link
Typical results
Quote generation time from 15 minutes to under 30 seconds. Elimination of manual errors on amounts, dates and client data. Average saving of 5–8 hours per month for professional firms and agencies with a steady flow of quotes.