1.Deals move to configured quote stage
Integrate Pipedrive to detect when a deal moves into the configured quote stage and map deal, person, and owner fields for the PDF.
Create bill of sale PDF when deal reaches quote
Automatically monitor deals moving to a configured quote stage across Pipedrive and your document workflow. Create and update when invoice HTML is built, PDFs are converted, and inventory links validateβso you can log invoices, attach PDFs, and alert on missing inventory without manual invoicing.
How this automation protects your quote documents
When deals reach a configured quote stage, delays can stall quoting and create messy invoice follow-up. This automation retrieves deal fields and inventory, builds invoice HTML, converts it to PDF, saves it to OneDrive, logs the invoice, attaches the PDF, and alerts the team on missing inventoryβso your team can quote faster and stay accurate.
Pipedriveor swap with your favorite app
2.Looks up inventory by SKU or serial
Integrate Google Sheets to find the matching inventory row using the deal SKU or serial and map qualifying inventory columns to the invoice.
Google Sheetsor swap with your favorite app
3.Builds invoice HTML template
Integrate Code by Zapier to generate final invoice HTML from deal fields and mapped inventory data for PDF conversion.
Code by Zapieror swap with your favorite app
4.Converts HTML to PDF
Integrate PDF.co to convert the invoice HTML into a PDF and prepare the generated file URL for storage.
PDF.coor swap with your favorite app
5.Saves PDF to OneDrive folder
Integrate OneDrive to store the converted PDF in your configured folder and capture the storage link.
OneDriveor swap with your favorite app
6.Logs invoice and links totals
Integrate Zapier Tables to find or create the invoice record and store invoice number, links, and totals for reporting.
Zapier Tablesor swap with your favorite app
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