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 for HTML to PDF conversion.

How to set up

1. Pipedrive Trigger Stage: In the If node, change the stage ID 7 to the ID of the pipeline stage you want to use as the trigger.
2. PDF Conversion Service: In the Gotenberg to PDF (HTTP Request) node, replace the placeholder URL with the endpoint of your running Gotenberg instance.
3. DottedSign Credentials: In the Get DottedSign Access Token node, enter your client_id and client_secret in the request body.
4. DottedSign Signature Field: In the Create DottedSign Task node, you must adjust the page and coord values under field_settings to match the desired signature location on your PDF template.

How to customize the workflow

• Quotation Template: Edit the Generate Quotation HTML node to modify the quote's appearance, text, company logo, and terms. The {{ ... }} expressions are placeholders that are filled with Pipedrive data.
• Trigger: Replace the Pipedrive Trigger with another trigger, such as a webhook or a form submission, to adapt the workflow to different needs.
• Notifications: Add a Slack or email node at the end of the workflow to notify the sales team once the quotation has been sent.