1.Detect new deal note
Integrate Pipedrive and crm notes to detect when a new note is added to a deal for quote processing.
Create and send client quote document from CRM
Automatically capture qualifying CRM notes across Pipedrive, Zapier Tables, and PandaDoc. Create and send proposals and update deal status when new note added to a deal, quote request detected, or quote text matchesβso you can deliver quotes, update fields, and pin confirmation without manual follow-up.
How this automation accelerates your quote delivery
When qualifying quote notes get added, delays can stall approvals and slow deal momentum. This automation filters notes, finds the right template, creates and sends a client document, and updates the deal recordβso your team can move faster.
Pipedriveor swap with your favorite app
2.Continue only for qualifying notes
Integrate Filter by Zapier and note parsing tools to continue only for notes that match your configured quote trigger.
Filter by Zapieror swap with your favorite app
3.Find the matching quote template
Integrate Zapier Tables and template data tools to look up the template record for the deal and return template fields.
Zapier Tablesor swap with your favorite app
4.Create and send the quote document
Integrate PandaDoc and document delivery workflows to create the quote document and send it to the recipient.
PandaDocor swap with your favorite app
5.Update deal with quote link
Integrate Pipedrive and deal record updates to update stage and value and add a pinned note with the quote link.
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Speed up quote delivery with automated quote intake, approval routing, and CRM updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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