File the signed PDF on the Pipedrive deal
When the last signer signs, one Zap fetches the signed QuoteCloud PDF and attaches it to the Pipedrive deal, so whoever opens the deal next has the signed copy in front of them.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up. QuoteCloud's Document Signing Complete trigger starts it, Pipedrive's Find Deals finds the deal, Generate or Fetch Document PDF Link gets a short-lived link to the signed PDF, and Pipedrive's Attach File puts the file on the deal in the same Zap.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Halden Climate Co.'s system quote HC-5108 for Claire and Tom Hadley, a ducted 14 kW system with four zones, $23,368.40 including tax, signed by both with the deposit paid through Stripe. In front, an illustration of the Pipedrive deal with the file HC-5108 signed.pdf, attached by a Zap.
Why keep the signed PDF on the Pipedrive deal?
Halden Climate Co. installs ducted heating and cooling. Once Claire and Tom Hadley sign system designer Rosa Calder's quote, the job passes to the install scheduler, who works from the Pipedrive deal, not from QuoteCloud.
With the signed quote attached to the deal, the scheduler sees exactly what was agreed, including the condensate pump the Hadleys ticked, without asking Rosa for a copy.
- The Zap waits for every signer, so only the fully signed copy is filed.
- The PDF link is short-lived, so the file is attached in the same Zap, never saved as a link.
- The same Zap can mark the deal won first.
How do I attach the signed QuoteCloud PDF to a Pipedrive deal?
Four steps, one Zap. Every name is the exact event you pick in Zapier.
ZapSigning complete: signed PDF on the deal
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every signer has signed.Passes on
- Document title
- Document reference
- Signed date
-
Then
PipedriveSearchFind DealsSearches on the deal's title, used as the document's title.Searches on
- Title
-
Then
QuoteCloudActionGenerate or Fetch Document PDF LinkThe link is short-lived, so the next step uses it straight away.Mapped in
- Document
-
Then
PipedriveActionAttach FileUploads the file and attaches it to the deal.Mapped in
- File (the PDF link)
- File Name
- Deal ID
-
Or
PipedriveAction · optionalUpdate DealMark the deal won in the same Zap.Mapped in
- Deal ID
- Status: Won
The same job can be built in Make, bring your own: Make's built-in OAuth connection to QuoteCloud fetches the PDF link through QuoteCloud's API, and Make's own Pipedrive modules attach the file.
Claire signs HC-5108 on Sunday at 7:42 pm and Tom at 7:55 pm, paying the $4,673.68 deposit. At 7:56 the Hadley deal has HC-5108 signed.pdf attached, and the scheduler books the install on Monday morning from the deal.
Result
Every fully signed quote is filed on its Pipedrive deal within a minute, with no download and upload by hand.
QuoteCloud's Zapier app: Essentials and up
How HVAC businesses connect QuoteCloudSigned in QuoteCloud, filed on the deal
The signed quote, and the deal with the file the Zap attached.
Accept, sign and pay the deposit
2 of 2 signed
- Claire HadleyHomeowner Signed18 Oct, 7:42 pm
- Tom HadleyHomeowner Signed18 Oct, 7:55 pm
Deposit to book your install (20%)
$4,673.68
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Draft created by a Zap from the Pipedrive dealFri 16 Oct · Updated Deal Stage
- Quote openedClaire Hadley, from the email link
- Signed by Claire and Tom2 of 2 signers
- Deposit paid$4,673.68 through Stripe
Zap
- Document Signing Complete
- Find Deals
- Generate or Fetch Document PDF Link
- Attach File
Deal · ID 3108Hadley · Ducted 14 kW, 4 zones
- Qualified
- Survey booked
- Proposal made
- Negotiation
- Value
- $21,244.00
- Owner
- Rosa Calder
- Person
- Claire Hadley
- Files
- HC-5108 signed.pdf Updated by a Zap
Activity timeline
- File attached: HC-5108 signed.pdfSigned by Claire and Tom HadleySun 18 Oct · 7:56 pm · Added by a Zap
- Stage changed to Proposal madeBy Rosa CalderFri 16 Oct · 9:20 am
- Deal createdBy Rosa CalderTue 13 Oct · 10:15 am
Illustration with sample data: a generic CRM record, not Pipedrive’s screen.
The deal record is our illustration of a generic CRM with sample data, not Pipedrive's screen. Every business here is fictional.
Field map for the signed-PDF Zap
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Title (Find Deals) | QuoteCloud to Pipedrive | Document title | Search value | Hadley · Ducted 14 kW, 4 zones |
Or Get Deal on a Pipedrive deal ID data item. |
| File (Attach File) | QuoteCloud to Pipedrive | PDF link (Generate or Fetch Document PDF Link) | Deal field | A link that works for a short time |
Use it in the same Zap: it's short-lived. |
| File Name | QuoteCloud to Pipedrive | Document reference and fixed text | Deal field | HC-5108 signed.pdf |
|
| Deal ID (Attach File) | QuoteCloud to Pipedrive | ID from Find Deals | Search value | 3108 |
All values are sample data.
Variations on this recipe
File it in Google Drive too
After Generate or Fetch Document PDF Link, Google Drive's Upload File can put a copy in the client's folder, in the same Zap.
A note with the file
Add Pipedrive's Create Note after Attach File: who signed, the signed date and the total, for whoever opens the deal next.
Tell the install team
Add Send Channel Message for Slack or Microsoft Teams once the file is on the deal.
Build it in Make instead
Bring your own: Make's built-in OAuth connection to QuoteCloud and QuoteCloud's API or Zapier endpoints, beside Make's own Pipedrive modules. No ready-made QuoteCloud app on Make.
File every signed quote
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the signed-PDF Zap with a test deal.
Build the signed-PDF Zap in five steps
Match the titles
Use the Pipedrive deal's title as the document's title, or keep the deal ID in a data item.
Start with Document Signing Complete
In Zapier, choose QuoteCloud's Document Signing Complete trigger and test it with a fully signed test quote.
Find the deal
Add Pipedrive's Find Deals on the title, or Get Deal on the ID.
Fetch the PDF, then attach it
Add QuoteCloud's Generate or Fetch Document PDF Link, then Pipedrive's Attach File with the link, a file name and the deal's ID.
Test, then turn it on
Sign a test quote sent to @example.com signers, check the file opens on the test deal, then switch the Zap on.
Questions about the signed PDF
Can a signed QuoteCloud quote be attached to the Pipedrive deal?
Yes, with a Zap. QuoteCloud's Document Signing Complete trigger starts it once every signer has signed. Pipedrive's Find Deals finds the deal, QuoteCloud's Generate or Fetch Document PDF Link gets the signed PDF, and Pipedrive's Attach File uploads it to the deal in the next step.
Why not save the PDF link on the deal instead?
Because it stops working. Generate or Fetch Document PDF Link returns a short-lived link on purpose, so the file has to be uploaded in the same Zap, with Pipedrive's Attach File or Google Drive's Upload File. A link saved in a deal field would fail when someone opens it later.
Will a quote with two signers be filed twice?
No. Document Signing Complete fires once, when the last signer has signed, so the deal gets one fully signed copy. Recipient Signed Document fires for each signer, which suits a note per signature but would file a half-signed PDF here.
Does attaching the PDF carry a QuoteCloud document fee?
No. The Zap reads a signed document and attaches a file in Pipedrive; it doesn't create a document. The per-document fee of US$2.00, $1.80 or $1.60 by volume is for documents created through Zapier or the API. QuoteCloud's Zapier app is on the Essentials plan and up.
More on QuoteCloud and Pipedrive
Six use cases with the exact Zapier steps, then how to connect, test and what it costs.
- Create quotes from Pipedrive dealsA Zap drafts the quote from your template when a Pipedrive deal reaches a stage, with the deal's details in data items.
- 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.
- 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.
Signed, then filed where the team looks.
Start a free 14-day trial and attach every signed QuoteCloud quote to its Pipedrive deal with one Zap.