📌 Overview
📌 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: Gathers Data: It collects all relevant information, including deal details, client contacts, organization info, and associated products from Pipedrive. 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. Uploads to Pipedrive: The generated PDF quote is automatically uploaded to the "Files" section of the corresponding Pipedrive deal for record-keeping. 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 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. PDF Conversion Service: In the Gotenberg to PDF (HTTP Request) node, replace the placeholder URL with the endpoint of your running Gotenberg instance. DottedSign Credentials: In the Get DottedSign Access Token node, enter your client_id and client_secret in the request body. 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. An n8n automation workflow template by Kdan.
Kdan
web
free
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