Google workflow
Sales Quotes
Send sales quotes from your Google Sheet to a branded Google Doc without retyping a single line. Portant's data merge pulls customer details and line items into the quote, ready for eSignature.
~5 min setup · Used by 100+ teams
Trusted by 40,000+ teams
Overview
Generate sales quotes in Google Docs straight from your Google Sheet
If your team prices quotes in Google Sheets, you know the routine. Someone fills in the customer row, copies the line items into a Doc, fixes the borders, exports a PDF, then emails it from a personal account. By the third quote of the morning the totals never quite match the Sheet.
This template runs the whole quote from one Google Sheet to one branded Google Doc. Portant's data merge writes the customer row into the template and line items become a real Doc table. Output management names the PDF and files it in Drive, and eSignatures send the quote for signing inside the same Doc.
It suits founders, freelancers, agencies, and ops managers who run their business inside Google Workspace and don't want to add a CRM yet. The template ladders up to Portant's quotes workflows, so when the team grows into HubSpot the same Doc carries straight across.
Who is this for
Is this template right for you?
Sales reps and RevOps teams who generate quotes from CRM deals.
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Quotes out the door in two minutes. Portant's data merge fills a branded Google Doc from the Sheet row in one click, so the rep stops retyping prices and line items into the template every deal.
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One pricing model the whole team trusts. Portant's line items feature pushes every row from the Sheet into a real Doc table, so the quote a buyer sees always matches the workbook finance signed off.
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Same-day signatures without a separate tool. Portant's eSignatures send the quote and capture a signed PDF inside the same workflow, so deals close without bouncing through DocuSign or a printer.
Setup
How to set up the sales quote workflow
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Step 1: Connect Google Sheets and Google Docs
In Portant, link the Sheet that holds your quote rows and the Doc template you want quotes to use. No extra apps to install.
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Step 2: Map Sheet columns to Doc tags
Open the Doc template and drop in tags for each column you want merged, including the line items table for products, quantities, prices, and totals.
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Step 3: Set the trigger and output rules
Choose how each quote starts (a new row, a Sheet button, or a Form submission), then configure file naming and the Drive folder for finished PDFs.
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Step 4: Add eSignature and switch it on
Enable eSignature inside the Doc, send a test quote to yourself, then turn the workflow on so reps can ship quotes straight from the Sheet.
Frequently asked questions
Set up a Sheet with one row per quote and columns for customer, line items, totals, and validity dates. Pair it with a Google Doc that has placeholder tags for each column, then connect both in Portant so every new row generates a branded quote ready to send.
No. Google Workspace ships with blank Docs and Sheets, not a finished sales quote template you can hand to a buyer. Portant gives you a free Sheet and Doc pairing and merges the row into the Doc, so you get a branded quote without building one from scratch.
Run the Portant workflow on the Sheet row and the matching Google Doc exports as a PDF automatically. Portant's output management names the file using your quote number and client, then files it in the Drive folder you nominate so nothing ends up titled 'Copy of quote (3).pdf'.
Yes. Add Portant's Payments step to the workflow so the buyer pays a deposit at the moment they eSign the quote in Google Docs. The payment confirmation lands back in the same Sheet row alongside the signed PDF, so finance has one record of the deal.
Connect your Sheet and your Doc template inside Portant, map the columns to the Doc tags, then turn the workflow on. From then on, every new Sheet row generates a branded Google Doc quote, exports a PDF, and emails it to the buyer with an eSignature request.
Yes. The same Google Doc template plugs straight into Portant's HubSpot quote workflow when your team adopts a CRM. You swap the Google Sheet trigger for a HubSpot deal trigger and Portant pulls deal data and line items into the Doc you already trust.
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View templateJoin over 40k+ teams using Portant
Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Hundreds of contracts go out in a few clicks. The signed ones come back in, and the rest are easy to spot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We're seeing higher average closed revenue with Portant and faster days to close, it's showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it's empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.