Generate & send quotation PDFs from Pipedrive to DottedSign for e-signature

📌 Overview

Description:

This powerful workflow automates your sales quotation process by connecting Pipedrive with DottedSign. When a deal is moved to a specific stage in Pipedrive, this template automatically generates a professional PDF quotation, uploads it back to the deal, and sends it out for e-signature via DottedSign service, saving your sales team valuable time and eliminating manual work.

What it does

When a Pipedrive deal moves to a designated stage (e.g., "Quotation Stage"), this workflow triggers and performs the following actions: 1. Gathers Data: It collects all relevant information, including deal details, client contacts, organization info, and associated products from Pipedrive. 2. Generates PDF Quote: It populates a customizable HTML template with the collected data and uses a PDF generation service (Gotenberg) to create a polished PDF document. 3. Uploads to Pipedrive: The generated PDF quote is automatically uploaded to the "Files" section of the corresponding Pipedrive deal for record-keeping. 4. Sends for E-Signature: It creates a new signing task in DottedSign, sending the quotation to the client for their electronic signature.

Requirements

- A Pipedrive account with admin permissions. - A DottedSign developer account to obtain API credentials. - A self-hosted instance of [Gotenberg](https://gotenberg.dev/docs/getting-started/installation) for HTML to PDF conversion.

How to set up