Create a quote straight from the deal
One click in Pipedrive, and the quote is ready as a PDF.
The problem
For every quote, customer details, line items and prices are copied from the CRM into a Word template. Mistakes in addresses and totals happen regularly.
The deal is moved to the “Quote” stage in Pipedrive.
n8n fetches the contact, the company and the stored products with their prices.
A template in your company layout produces a PDF with a sequential quote number.
The PDF is attached to the deal and an email draft is prepared. Nothing is sent until it has been approved.
What matters when building it
A workflow is only finished once the special cases have been considered. These are the typical pitfalls, and this is how we solve them.
- Number sequencesQuote numbers are issued centrally, so there are no gaps or duplicates.
- Special requestsFree-text line items from the deal are carried over too.
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Every enquiry lands in Pipedrive as a deal straight away, with a confirmation sent.
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Enrich new contacts automatically
Industry, website and size are added before sales picks up the phone.
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Follow up automatically when a deal stalls
No enquiry gets forgotten any more.
The time given is a typical guide. What is possible for you, we clarify in the initial call.
