1.Catch incoming deal payload
Integrate Webhooks by Zapier and request parsing to extract identifiers to prep the quote request.
Create and send sales quote to client immediately
Automatically catch incoming deal requests across Webhooks by Zapier, Pipedrive, Zapier Tables, Formatter by Zapier, and PandaDoc. Create and update sent quotes when deals are received, so you can protect deal tracking, reduce quote turnaround, and avoid manual paperwork without manual paperwork.
How this automation sends quotes faster
When incoming quote requests arrive, delays can stall deal momentum and leave reps without a completed proposal. This automation catches the request, finds the deal and pricing data, creates and sends the quote, and marks the CRM deal as quotedβso your team can move quickly with a tracking record.
Webhooks by Zapieror swap with your favorite app
2.Find deal in Pipedrive
Integrate Pipedrive and CRM lookups to locate the deal and return deal details for the quote.
Pipedriveor swap with your favorite app
3.Find record in Zapier Tables
Integrate Zapier Tables and data lookups to retrieve pricing tier fields and feature flags for the quote.
Zapier Tablesor swap with your favorite app
4.Calculate quote expiration date
Integrate Formatter by Zapier and date formatting to set a 14 day quote expiration date.
Formatter by Zapieror swap with your favorite app
5.Create and send quote
Integrate PandaDoc and quote templates to create and send a quote immediately to the recipient.
PandaDocor swap with your favorite app
6.Update deal as sent
Integrate Pipedrive and CRM updates to set the sent stage and store the sent quote markers.
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Explore all quote management automations
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.
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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