Creating Professional Quotes with AI: Formatting and Setup Tips
Hey, can anyone help me figure this out, I have an AI agent that creates quotes and puts these in a document, but lindy doesn't know how to create tables and a nice lay-out as you can see in the screenshot, in the workflow first it does the 'get document' step which is sort of a how it is supposed to look and then 'create document' and then the output is this. This is the prompt I use for create a document: Create a professional, neatly formatted quote in Google Docs using the provided data. - Structure the document with clear headings and sections. - Include a table for line items: columns for Description, Quantity, Unit Price, and Total. - Add a summary table for Subtotal, Discounts (if any), Tax rate, Tax amount, and Grand Total. - Display customer details (name, company, contact) at the top, and your company’s branding (logo, colors) in the header. - Insert a separate section at the bottom for Payment Terms, Project Timeline, and Additional Notes or Conditions. Ensure consistent fonts, column widths, and ample white space so the quote is immediately ready to share with the client. Match the exact same style and layout as the template: "Offerte | BoerBotics (FinalSample)" has. Make it in Dutch. Any way to fix this or do it differently so it comes out proffesional and correct? Thanks in advance!