Mark the Pipedrive deal won on signature
When the buyer signs and pays, one Zap finds the Pipedrive deal and sets its status to won the moment the last signer signs, so nobody has to remember to do it.
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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 fires once every signer has signed; Pipedrive's Find Deals finds the deal by its title, and Update Deal sets its status to won. Without the Zap, the rep marks the deal won in Pipedrive by hand.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Quillfield IT's managed services proposal QF-4122 for Calder Physio Group: 14 users at $85 a month plus onboarding of $2,772.00 including tax, signed by Jake Calder and paid by card through Stripe. In front, an illustration of the Pipedrive deal with its status Won, set by a Zap.
Why mark the deal won on signature?
Quillfield IT moves clinics and practices from break-fix call-outs to one monthly fee. Account manager Nina Castell's proposal for Calder Physio Group asks director Jake Calder to sign and pay the onboarding fee in one step.
Once he has, the deal is won. Pipedrive doesn't hear about the signature on its own, so either Nina marks it won herself or a Zap does it the moment the last signer signs.
- Document Signing Complete waits for every signer; Update Deal sets the status to won.
- The same Zap can attach the signed PDF to the deal.
- Each signer on the deal's timeline: a note per view and signature.
How do I mark a Pipedrive deal won automatically?
Three steps. Every name is the exact event you pick in Zapier.
ZapSigning complete: deal won
-
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. Get Deal is surer if a data item holds the deal ID.Searches on
- Title
-
Then
PipedriveActionUpdate DealMapped in
- Deal ID
- Status: Won
-
Or
SlackAction · optionalSend Channel MessageTell the team who signed.Mapped in
- Channel
- Message
The same job can be built in Make, bring your own: a scenario that takes QuoteCloud's signing event through Make's built-in OAuth connection and updates the deal with Make's own Pipedrive modules.
Jake signs QF-4122 on Thursday at 9:41 am and pays the $2,772.00 onboarding fee by card. A minute later the Calder Physio deal is won, without Nina opening Pipedrive.
Result
The deal's status is right the moment the proposal is fully signed, and the pipeline report is right without anyone touching it.
QuoteCloud's Zapier app: Essentials and up
How IT service providers connect QuoteCloudSigned in QuoteCloud, won in Pipedrive
Accept, sign and pay the onboarding fee
1 of 1 signed
- Jake CalderDirector SignedThu 22 Oct 2026
Onboarding fee on signing (100%)
$2,772.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
Activity
- Sent to Jake CalderMon 19 Oct, 2:10 pm
- Viewed by JakeTue 20 Oct, 8:05 am
- Signed by Jake CalderThu 22 Oct, 9:41 am
- Onboarding fee paid$2,772.00 by card through Stripe
Zap
- Document Signing Complete
- Find Deals
- Update Deal
Deal · ID 2240Calder Physio Group · Managed ITOrganization: Calder Physio Group
- Qualified
- Discovery
- Proposal made
- Negotiation
- Value
- $16,800.00
- Owner
- Nina Castell
- Person
- Jake Calder
- Status
- Won Updated by a Zap
Activity timeline
- Status changed to WonQF-4122 signed by Jake CalderThu 22 Oct · 9:42 am · Added by a Zap
- Stage changed to NegotiationBy Nina CastellMon 19 Oct · 2:12 pm
- Deal createdBy Nina CastellMon 5 Oct · 1:40 pm
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.
Before the last signature
Until every signer has signed, the deal stays open where your rep left it, and nothing in this Zap fires.
That's the difference between Document Signing Complete, which waits for everyone, and Recipient Signed Document, which fires for each signer and suits a note, not a status change.
Log each view and signature on the dealDeal · ID 2240Calder Physio Group · Managed ITOrganization: Calder Physio Group
- Qualified
- Discovery
- Proposal made
- Negotiation
- Value
- $16,800.00
- Owner
- Nina Castell
- Person
- Jake Calder
- Status
- Open
Activity timeline
- Stage changed to NegotiationBy Nina CastellMon 19 Oct · 2:12 pm
- Deal createdBy Nina CastellMon 5 Oct · 1:40 pm
Illustration with sample data: a generic CRM record, not Pipedrive’s screen.
Field map for the won Zap
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Title (Find Deals) | QuoteCloud to Pipedrive | Document title | Search value | Calder Physio Group · Managed IT |
|
| Deal ID (Update Deal) | QuoteCloud to Pipedrive | ID from Find Deals | Search value | 2240 |
|
| Status | QuoteCloud to Pipedrive | A fixed value | Deal field | Won |
|
| Expected Close Date (optional) | QuoteCloud to Pipedrive | Signed date | Deal field | Thu 22 Oct 2026 |
Check the date's format in the test data. |
All values are sample data.
Variations on this recipe
Attach the signed PDF too
Add Generate or Fetch Document PDF Link and Pipedrive's Attach File to the same Zap: file the signed PDF on the deal.
Paid, not just signed
If the quote takes a payment on signing, a Zap on QuoteCloud's Document Paid trigger can add a note to the deal. QuoteCloud Payments is on Essentials and up.
Move the stage as well
Update Deal also takes a Stage, if your pipeline has a stage such as Onboarding for signed deals.
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.
Close deals on signature
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the won-on-signature Zap with a test deal.
Build the won 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.
Update the deal
Add Update Deal with the deal's ID and the status set to won.
Test with two signers
Send a test quote to two @example.com signers, sign as both, check the test deal, then switch the Zap on.
Questions about won on signature
Does QuoteCloud mark the Pipedrive deal won when the quote is signed?
Only through a Zap you build. QuoteCloud has no direct connection to Pipedrive, so the deal changes when a Zap starting with Document Signing Complete finds it with Pipedrive's Find Deals and runs Update Deal with the status set to won. Without the Zap, your rep marks it won by hand.
Should I use Document Signing Complete or Recipient Signed Document?
Use Document Signing Complete to mark the deal won: it fires once every signer has signed. Recipient Signed Document fires for each signer, so with two signers the deal would be won after the first. It's the right trigger for a note per signature.
Can the same Zap attach the signed PDF to the deal?
Yes. Add QuoteCloud's Generate or Fetch Document PDF Link, then Pipedrive's Attach File, after Update Deal. The PDF link is short-lived, so the file must be attached in the same Zap rather than the link saved on the deal, where it would stop working.
Does the won Zap carry a QuoteCloud document fee?
No. It reads a signed document and updates Pipedrive; it doesn't create a document. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to 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.
- 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.
Signed in QuoteCloud. Won in Pipedrive.
Start a free 14-day trial and build the Zap that marks your Pipedrive deals won on signature.