The WhatsApp AI Quotation Generator: How Indian B2B Traders Send GST-Compliant PDF Quotes in 10 Seconds

The 3-Step Blueprint to Set Up Your B2B Quotation Engine

You can deploy this system using visual no-code tools without writing a single line of code:

Step 1: Connect WhatsApp Cloud API to an n8n Webhook

Set up a webhook that receives incoming customer messages from your verified WhatsApp Business API number (via Wati, Interakt, or Meta Cloud API).

Step 2: Configure the AI Extraction & Price Lookup Node

Pass the message text into an OpenAI or Claude structured reasoning node with your product catalog connected:

"You are the B2B sales manager for [Company Name]. Extract: Product Names, Quantities, and Delivery Pincode. Match them with our connected Google Sheet catalog. Apply a 10% volume discount if order quantity exceeds 500 units. Add 18% GST and standard freight to [Pincode]."

Step 3: Trigger Automated PDF Generation & Delivery

Route the structured price breakdown into an automated PDF builder (like APITemplate.io or Bannerbear) containing your company header, GSTIN number, bank account details, and a dynamic UPI QR code. The bot sends the generated PDF back into the WhatsApp conversation immediately.

Maintaining Price Integrity and Human Approval Gates

For high-ticket transactions exceeding ₹2,00,000:

• Configure a Manager Sign-Off Gate: The AI generates the draft quotation and pings the business owner's personal WhatsApp with a 1-tap approval button ("Approve ₹2.4 Lakh Quote for [Buyer Name]").
• Enforce Expiry Timestamps: Every generated PDF clearly states "Quotation valid for 7 days based on current raw material rates".