See quote views and signatures on the Pipedrive deal
Two small Zaps write the quote's news onto the Pipedrive deal: a note when a recipient first opens it, and a note and a follow-up activity each time someone signs.
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- Building QuoteCloud since 2013
Build Zaps with QuoteCloud's Zapier app, on Essentials and up. QuoteCloud's Recipient First Viewed Document or Recipient Signed Document trigger starts each one, Pipedrive's Find Deals finds the deal by its title, and Create Note writes who did what and when. Create Activity can give the deal's owner a follow-up call to make.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, an illustration of the Bellbrook Foods CFO search deal in Pipedrive, with notes added by Zaps when Andrew Lim first viewed Ashby Lane's proposal AL-ES-0412 and when he signed it, and an activity for Claudia Moreno to follow up Sarah Quinn for the second signature. In front, the document's activity in QuoteCloud: sent, first viewed by Andrew, his comment on the fee, signed by Andrew, 1 of 2.
Why see quote activity on the Pipedrive deal?
Ashby Lane Recruitment runs executive searches. Partner Claudia Moreno works from Pipedrive all day, and a retained search proposal is read by a chief executive and a chief people officer before both sign.
Knowing it's been opened, and that one of the two has signed, is what makes the next call well timed instead of a guess. QuoteCloud's events don't reach Pipedrive by themselves: a Zap writes each one onto the deal.
- Recipe 1: a recipient's first view becomes a note on the deal.
- Recipe 2: each signature becomes a note, and an activity to chase whoever hasn't signed.
- When every signer has signed, mark the deal won.
How does a first view become a note on the deal?
Three steps, plus an optional alert for the team.
ZapFirst view: note on the deal
-
When
QuoteCloudTriggerRecipient First Viewed DocumentFires the first time a recipient opens the document.Passes on
- Recipient name
- Viewed at
- Document title
- Document reference
-
Then
PipedriveSearchFind DealsSearches on the deal's title, used as the document's title.Searches on
- Title
-
Then
PipedriveActionCreate NoteOn the deal, so it sits on its timeline.Mapped in
- Content
- Deal ID
-
Or
SlackAction · optionalSend Channel MessageTell the channel too.Mapped in
- Channel
- Message
Claudia sends AL-ES-0412 to Andrew Lim and Sarah Quinn at Bellbrook Foods on Wednesday morning. Andrew opens it at 6:20 pm, and a minute later a note on the deal says who opened it and when, so Claudia sees it in the deal's history the next morning.
Result
A note on the deal for each recipient's first view, with the time and the reference.
QuoteCloud's Zapier app: Essentials and up
How recruiters connect QuoteCloudRecipe 2: each signature becomes a note and a follow-up
ZapA signer signs: note, then chase the next
-
When
QuoteCloudTriggerRecipient Signed DocumentFires each time one signer signs.Passes on
- Recipient name
- Signed at
- Document title
- Document reference
-
Then
PipedriveSearchFind DealsSearches on
- Title
-
Then
PipedriveActionCreate NoteWho signed, and when.Mapped in
- Content
- Deal ID
-
Or
PipedriveAction · optionalCreate ActivityA call for the deal's owner to chase the next signature.Mapped in
- Activity Subject
- Activity Type: Call
- Activity Owner
- Deal ID
- Note
When every signer must have signed before anything changes, use Document Signing Complete instead: won on signature.
Andrew signs on Friday at 4:40 pm. The deal gets a note saying he has signed, and Claudia gets a call in her Pipedrive activities for Monday: follow up Sarah Quinn for the second signature.
Result
Every signature is on the deal's timeline, and the owner knows who to chase before the proposal goes quiet.
QuoteCloud's Zapier app: Essentials and up
What the owner sees on the deal
The document's activity in QuoteCloud, and the deal with the notes and the activity the Zaps added.
Activity
- Sent to Andrew Lim and Sarah QuinnWed 12 Aug, 10:05 am
- First viewed by AndrewWed 12 Aug, 6:20 pm
- Comment from Andrew on the feeThu 13 Aug, 8:12 am · "Is the fee balanced to the actual salary?"
- Signed by Andrew LimFri 14 Aug, 4:40 pm · 1 of 2
Search fee
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Retained search | $66,000 | ||
Retained search fee25% of the estimated first-year base salary of $264,000; balanced to the actual salary at placement
|
1 search | $66,000 | $66,000.00 |
| Options Tick to add | |||
Leadership assessmentEach shortlisted candidate, with a written report
|
3 candidate | $1,200 | $3,600.00 |
Market map & remuneration benchmarkThe CFO market in food manufacturing, as a board paper
|
1 report | $2,800 | $2,800.00 |
- Subtotal
- $69,600.00
- Tax (10%)
- $6,960.00
- Total
- $76,560.00
- Plus, monthly
- $0.00/mo
- Engagement fee on signing (30%)
- $22,968.00
2 Zaps
- Recipient First Viewed Document
- Recipient Signed Document
- Find Deals
- Create Note
- Create Activity
Deal · ID 1187Bellbrook Foods · CFO searchOrganization: Bellbrook Foods
- Qualified
- Brief taken
- Proposal made
- Negotiation
- Value
- $69,600.00
- Owner
- Claudia Moreno
- Person
- Andrew Lim
- Organization
- Bellbrook Foods
Activity timeline
- Follow up Sarah Quinn for the second signatureActivity for Claudia Moreno, due Mon 17 AugFri 14 Aug · 4:41 pm · Added by a Zap
- Note: AL-ES-0412 signed by Andrew Lim (1 of 2)Recipient Signed DocumentFri 14 Aug · 4:41 pm · Added by a Zap
- Note: AL-ES-0412 first viewed by Andrew LimRecipient First Viewed DocumentWed 12 Aug · 6:21 pm · Added by a Zap
- Stage changed to Proposal madeBy Claudia MorenoWed 12 Aug · 10:06 am
- Deal createdBy Claudia Moreno, after the briefingMon 3 Aug · 11:20 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.
Field map for the activity Zaps
| Pipedrive: Pipedrive field | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Recipe 1 · first view | |||||
| Title (Find Deals) | QuoteCloud to Pipedrive | Document title | Search value | Bellbrook Foods · CFO search |
Or Get Deal with a Pipedrive deal ID data item. |
| Note content (Create Note) | QuoteCloud to Pipedrive | Recipient name, viewed at, reference | Note | AL-ES-0412 first viewed by Andrew Lim · Wed 12 Aug, 6:20 pm |
|
| Recipe 2 · each signature | |||||
| Note content (Create Note) | QuoteCloud to Pipedrive | Recipient name, signed at, reference | Note | AL-ES-0412 signed by Andrew Lim · Fri 14 Aug, 4:40 pm |
|
| Activity Subject (Create Activity) | QuoteCloud to Pipedrive | Fixed text and the reference | Activity | Follow up Sarah Quinn for the second signature |
|
| Activity Owner | QuoteCloud to Pipedrive | The deal's owner (from Find Deals) | Activity | Claudia Moreno |
|
Check each trigger's test data for the field names. All values are sample data.
Variations on these recipes
A comment becomes a call
Start with QuoteCloud's Document Comment Event, then Find Deals and Create Activity, so a question in the quote is a dated call for the deal's owner.
Alert the team as well
Add Send Channel Message for Slack or Microsoft Teams, so the owner hears about a view or a signature straight away.
Only for bigger deals
Add a Filter by Zapier step after Find Deals, for example to continue only when the deal's value is over $20,000.
Build it in Make instead
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth, take the same QuoteCloud events from its Zapier endpoints, and write the note with Make's own Pipedrive modules.
Follow up while the quote is open
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build the first-view Zap with a test deal.
Build the first-view 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 Recipient First Viewed Document
In Zapier, choose QuoteCloud and the trigger, then test it with a document you've opened.
Find the deal
Add Pipedrive's Find Deals, searching on the title from the trigger.
Add the note
Add Create Note with the deal's ID and a line built from the recipient's name, the time and the reference.
Test, then turn it on
Open a test quote sent to an @example.com address, check the note on the test deal, then switch the Zap on.
Questions about quote activity
Does QuoteCloud show a quote's status in Pipedrive by itself?
No. There is no direct connection between QuoteCloud and Pipedrive, so a quote's views and signatures reach the deal only through a Zap you build, or a Make scenario. QuoteCloud's own document analytics always show who viewed, commented on and signed a document, and when.
Can a QuoteCloud view or signature add a note to the Pipedrive deal?
Yes, with a Zap. QuoteCloud's Recipient First Viewed Document or Recipient Signed Document trigger starts it, Pipedrive's Find Deals finds the deal, and Create Note adds the note. Create Activity can give the deal's owner a call to make as well, or instead.
How does a Zap find the right Pipedrive deal?
With a value both apps share. The simplest is the deal's title, used as the document's title, which Find Deals searches on. If you keep the Pipedrive deal ID in a data item and your trigger's test data shows it, Get Deal finds the deal by its ID, which is surer when titles look alike.
Do the activity Zaps carry a QuoteCloud document fee?
No. They read QuoteCloud events and write notes and activities in Pipedrive; they don't create documents. 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.
- 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.
Follow up while the quote is open.
Start a free 14-day trial and put every view and signature on your Pipedrive deals with a Zap.