1.Catches offer-stage deal webhook
Integrate Webhooks by Zapier, and routing tools to detect the deal offer-stage event and start proposal creation.
Create and attach proposal PDF to deal record
Automatically catch hook events for deals moving into the offer stage across Pipedrive and document apps. Create and update deal records when proposal numbers assign, PDFs export, and share links shortenβso you can speed up proposal delivery, reduce manual prep, and share quotes fast without manual paperwork.
How this automation accelerates proposal delivery
When a deal moves into the offer stage, delays can stall quoting and frustrate customers. This automation finds the deal, builds a formatted proposal, and exports and attaches the PDFβso your team can share quotes instantly.
Webhooks by Zapieror swap with your favorite app
2.Finds the matching deal
Integrate Pipedrive, and CRM lookup tools to map the deal ID and fetch deal and contact fields to prepare the template.
Pipedriveor swap with your favorite app
3.Records staging and assigns numbers
Integrate Google Sheets, and spreadsheet staging tools to add a staging row and lookup the next proposal number to assign it.
Google Sheetsor swap with your favorite app
4.Reformats pricing and dates
Integrate Formatter by Zapier, and value formatting tools to split line items and normalize decimals and dates to present totals.
Formatter by Zapieror swap with your favorite app
5.Creates a proposal presentation
Integrate Google Slides, and template slide tools to populate fields from the formatted line items and generate a new presentation.
Google Slidesor swap with your favorite app
6.Exports the presentation as PDF
Integrate Google Drive, and document export tools to find the created file and export it as a PDF to attach.
Google Driveor swap with your favorite app
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
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See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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