Create quotes from Pipedrive deals
When a deal reaches your proposal stage, a Zap drafts the quote from your QuoteCloud template with the deal's ID, address, owner and person filled in, ready for the rep to check and send.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up. Pipedrive's Updated Deal Stage trigger starts it, Get Person reads the deal's person, and QuoteCloud's Create Document drafts the quote from your template with the deal's ID, address and owner in data items. Leave it as a draft for the rep, or add Send Document.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tallowwood Solar & Storage's draft proposal TS-2668 for Kofi and Dana Mensah, its data items filled by a Zap from the Pipedrive deal: prepared for Kofi and Dana Mensah, Pipedrive deal ID 2051, site address 7 Wattle Crescent, consultant Nate Carrow, and the template's price table, $15,460.00 plus tax. In front, an illustration of the deal at the Proposal made stage, owned by Nate Carrow, person Kofi Mensah.
Why draft the quote from the Pipedrive deal?
Tallowwood Solar & Storage runs every enquiry as a Pipedrive deal. By the site visit, the deal already holds the homeowners, the address and the owner, energy consultant Nate Carrow. Copying that into a proposal by hand is slow, and it's where the wrong address creeps in.
With one Zap, moving the deal to Proposal made is all Nate does. QuoteCloud drafts the proposal from Tallowwood's solar and battery template, fills its data items from the deal and adds Kofi Mensah as the recipient. Nate checks the system sizing and sends it.
- The template decides the content, the price table and the options; the Zap fills the details.
- The quote can wait as a draft for the rep, or go out straight away for small standard deals.
- The deal's title becomes the document's title and its ID a data item, so later Zaps can find the deal again.
How does a Pipedrive deal stage create the quote?
Most of the steps are lookups. Every name is the exact event you pick in Zapier.
ZapDeal reaches Proposal made: draft proposal
-
When
PipedriveTriggerUpdated Deal StagePick the stage in your pipeline that means a quote is needed.Passes on
- ID
- Title
- Owner name
- Person ID
- Site address
-
Then
PipedriveSearchGet PersonReads the deal's person: name and email.Searches on
- Person ID
-
Then
QuoteCloudSearchFind or Create ContactUses the contact already in QuoteCloud, or creates it.Searches on
- First name
- Last name
-
Then
QuoteCloudActionCreate DocumentFrom your template. Data items take the deal's details; price-table rows are optional.Mapped in
- Template
- Document title
- Pipedrive deal ID
- Site address
- Consultant
- Prepared for
-
Then
QuoteCloudActionAdd Document RecipientMapped in
- Document
- Contact
-
Paths
Paths by ZapierPathsSend now, or leave a draft.
- Path A · small standard jobsDeal value under $5,000: QuoteCloud's Send Document sends it straight away.
- Path B · everything elseNo more steps: the quote waits as a draft for the rep to check and send.
-
Or
PipedriveAction · optionalCreate NoteTells the deal's owner the draft is ready.Mapped in
- Content
- Deal ID
Get Person is only needed when the trigger doesn't already carry the person's email: check your Zap's test data. The field map lists every field. The same job can be built in Make, bring your own: see the variations below.
Nate moves the Mensah deal to Proposal made at 9:05 am. At 9:06 the draft is waiting in QuoteCloud with the deal's ID, the site address and his name filled in, Kofi added as the recipient, and a note on the deal saying it's ready.
Result
A draft proposal from Tallowwood's template, filled with the deal's details a minute after the stage change. Nate checks the sizing note and sends it himself.
Essentials and up · per-document fee for each document a Zap creates
How solar retailers connect QuoteCloudThe deal goes in, the draft comes out
The draft TS-2668 in QuoteCloud, beside the deal that started it.
Data items filled by the Zap
Prepared for- Kofi & Dana MensahFrom Pipedrive · Person name
Pipedrive deal ID- 2051From Pipedrive · ID
Site address- 7 Wattle CrescentFrom Pipedrive · Site address
Consultant- Nate CarrowFrom Pipedrive · Owner name
Your system, priced
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your system | $15,460 | ||
13 × 440 W panels · Norrow N440 (5.7 kW)Mono panels, 25-year product warranty
|
1 system | $2,280 | $2,280.00 |
Pellam PH-5 · 5 kW hybrid inverterRuns the panels and the battery
|
1 ea | $2,350 | $2,350.00 |
Rail & clamp kit for 13 panelsFor your tiled roof, north face
|
1 kit | $500 | $500.00 |
Isolators, cabling & switchboard workAC/DC isolators, conduit, a solar main switch
|
1 job | $640 | $640.00 |
Monitoring kit & app set-upSee generation and use on your phone
|
1 ea | $180 | $180.00 |
Installation, 13 panels & inverterLicensed installers, one day on site
|
1 job | $1,380 | $1,380.00 |
Quolla battery, 2 × 5 kWh modules (10 kWh)Includes backup gateway & installation
|
1 system | $8,130 | $8,130.00 |
| Add if you'd like Tick to add | |||
Bird mesh around the arrayKeeps birds from nesting under the panels
|
1 job | $420 | $420.00 |
- Subtotal
- $15,460.00
- Tax (10%)
- $1,546.00
- Total
- $17,006.00
- Plus, monthly
- $0.00/mo
- Deposit on signing (15%)
- $2,550.90
Zap
- Updated Deal Stage
- Create Document
- Add Document Recipient
Deal · ID 2051Mensah · Solar & battery, 7 Wattle Crescent
- Qualified
- Site visit
- Proposal made
- Negotiation
- Value
- $15,460.00
- Owner
- Nate Carrow
- Person
- Kofi Mensah
- Site address
- 7 Wattle Crescent
- Expected close
- 6 Nov 2026
Activity timeline
- Note: draft TS-2668 is ready in QuoteCloudCheck it, then send it to Kofi and DanaTue 20 Oct · 9:06 am · Added by a Zap
- Stage changed to Proposal madeBy Nate CarrowTue 20 Oct · 9:05 am
- Stage changed to Site visitBy Nate CarrowThu 15 Oct · 4:30 pm
- Deal createdFrom the website enquiry, by Nate CarrowMon 12 Oct · 3:05 pm
Illustration with sample data: a generic CRM record, not Pipedrive’s screen.
A Zap never ticks options or chooses content blocks: the bird mesh stays for Kofi to tick. The deal record is our illustration of a generic CRM with sample data, not Pipedrive's screen.
What fills the quote from the Pipedrive deal?
What each step maps, with the sample values from the Mensah deal.
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Into the document (Create Document, Add Document Recipient) | |||||
| Title | Pipedrive to QuoteCloud | Document title | Document field | Mensah · Solar & battery, 7 Wattle Crescent |
The value later Zaps search on with Find Deals. |
| ID | Pipedrive to QuoteCloud | Pipedrive deal ID | Data item | 2051 |
Keep it: Get Deal finds the deal by it. |
| Site address (custom deal field) | Pipedrive to QuoteCloud | Site address | Data item | 7 Wattle Crescent |
|
| Owner name | Pipedrive to QuoteCloud | Consultant | Data item | Nate Carrow |
|
| Name (Get Person) | Pipedrive to QuoteCloud | Prepared for | Data item | Kofi & Dana Mensah |
|
| Email (Get Person) | Pipedrive to QuoteCloud | Contact (Find or Create Contact) | Contact field | kofi.mensah@example.com |
Add Document Recipient adds that contact. |
| Optional | |||||
| A value you map | Pipedrive to QuoteCloud | Price-table row: label, note, price, qty | Price-table column | Bird mesh around the array · $420 · 1 |
Row by row, from values you map. The deal's product list isn't copied for you. |
| Note content (Create Note) | QuoteCloud to Pipedrive | Document reference | Note | Draft TS-2668 is ready in QuoteCloud |
|
Data item names are the ones in your template. All values are sample data.
Variations for Pipedrive teams
Small changes to the Zap, each an extra step or a different trigger, and the Make route.
Start when the deal is created
Use Pipedrive's New Deal trigger instead of Updated Deal Stage when every new deal needs a draft.
Only deals that match a filter
Pipedrive's Deal Matching Filter trigger starts the Zap when a deal first matches a filter you saved in Pipedrive.
A different template per pipeline
Use Paths by Zapier on the pipeline or a deal field, with a Create Document step and its own template in each path.
Build it in Make instead
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API from a scenario that starts with Make's own Pipedrive modules. No ready-made QuoteCloud app on Make.
Build it with a free trial
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial, connect Pipedrive in Zapier and test with a sample deal.
Build the quote Zap in five steps
Add data items to the template
In QuoteCloud, add data items such as Pipedrive deal ID, Site address and Consultant to the template the quote starts from. Custom data items are on Essentials and up.
Start with Updated Deal Stage
In Zapier, choose Pipedrive's Updated Deal Stage trigger and the stage that means a quote is needed, such as Proposal made.
Read the deal's person
Add Pipedrive's Get Person if the trigger doesn't carry the person's name and email, then QuoteCloud's Find or Create Contact.
Create the document
Add Create Document with your template and the deal's title as the document's title, then Add Document Recipient.
Test, then turn it on
Move a test deal with an @example.com person to the stage, check the draft in QuoteCloud, then switch the Zap on.
Questions about quotes from deals
Which Pipedrive trigger should start the quote?
Updated Deal Stage, when a quote belongs to one stage of your pipeline, or New Deal when every new deal needs one. Deal Matching Filter suits teams that already keep a Pipedrive filter for deals ready to quote. All three are Pipedrive triggers in Zapier; add a Filter by Zapier step to narrow them further.
Can the deal's products become price-table rows?
Not as a whole list. Create Document can add price-table rows from values you map, with a label, note, price, quantity, term, tax and discount, but Pipedrive's Find Deal Products finds one product at a time. Most teams keep their packages in the template's price table and map the deal's details into data items.
Will the quote be sent automatically?
Only if you add QuoteCloud's Send Document step. Without it the quote stays a draft for the rep to check, edit and send. Many teams send straight away only for small standard deals, using a Zapier path or filter on the deal's value.
Does each quote the Zap creates carry a fee?
Yes. Documents created through Zapier or the API carry a per-document fee of US$2.00, $1.80 or $1.60 by volume, and QuoteCloud's Zapier app is on the Essentials plan and up. Steps that only read or update Pipedrive, such as Get Person or Create Note, don't create documents.
More on QuoteCloud and Pipedrive
Six use cases with the exact Zapier steps, then how to connect, test and what it costs.
- See quote activity on the Pipedrive dealFirst views and signatures become notes on the Pipedrive deal, with a follow-up activity for the deal owner.
- Mark the Pipedrive deal won on signatureA Zap sets the Pipedrive deal's status to won the moment every signer has signed.
- File the signed PDF on the Pipedrive dealWhen every signer has signed, a Zap attaches the signed PDF to the Pipedrive deal in the same run.
- Keep Pipedrive persons and organizations matchedNew Pipedrive persons found or created in QuoteCloud, and new QuoteCloud contacts created in Pipedrive.
- Follow up expired and lost quotesAn expired quote becomes an activity for the deal owner; a lost one marks the deal lost, with a note.
- Connect Pipedrive to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Pipedrive in Zapier, build the first Zap and test it.
- Pipedrive to QuoteCloud field mapEvery field the Pipedrive Zaps on this site pass, which way it travels and a sample value.
- Test and troubleshoot the Pipedrive ZapsTest with a sample deal, then fix the usual problems: no deal found, blank data items, expired PDF links.
- What QuoteCloud with Pipedrive can and can't doWhat the Zaps do, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Pipedrive connection costsEssentials and up for Zapier, plus a fee per document a Zap or the API creates.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Pipedrive.
The deal is ready. So is the draft.
Start a free 14-day trial, add data items to your template and build the Zap with a test Pipedrive deal.