Researched: Sourced and summarized, not yet run end-to-end by us Proposals
Pipedrive deal stage → PDF quotation → e-signature with DottedSign
At a glance
- Setup estimate
- 3–5 h (ESTIMATE)
- Tools
- Industries
- General (any small business)
Problem
Building a quote document from deal data and sending it for signature is manual copy-paste
Caveats
No AI involved. Requires admin access to Pipedrive, a DottedSign developer account (cost UNKNOWN) and your own self-hosted Gotenberg server for PDF conversion. You must set the trigger stage ID and adjust the signature field position to fit your template. Check a few generated quotes for pricing errors before sending to clients.
Tools
- n8n
- Pipedrive trigger + API (deal, contacts, organization, products)
- HTML template
- Gotenberg (self-hosted HTML-to-PDF)
- DottedSign API
Browse by tool: n8n, Pipedrive, Gotenberg, DottedSign
Steps
- A Pipedrive deal moves to your quotation stage.
- Gather deal, contact, organization and product data.
- Fill an HTML quotation template.
- Convert it to PDF with Gotenberg.
- Upload the PDF to the deal's Files in Pipedrive.
- Create a DottedSign signing task for the client.
- Status
- Researched: Sourced and summarized, not yet run end-to-end by us
- Last checked
Setup estimates are rough guesses for someone comfortable with the tools who already has the accounts and API keys. Real time is unknown until tested.