What QuoteCloud with Pipedrive can and can't do
Pipedrive and QuoteCloud meet through Zapier, or through Make if you build your own. Here's what the Zaps on this site do, how the two routes differ and where each one stops.
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- Building QuoteCloud since 2013
QuoteCloud connects to Pipedrive through Zapier, with QuoteCloud's Zapier app on Essentials and up, or through Make as a bring-your-own setup. Zaps draft quotes from deals, add notes and activities, mark deals won or lost, attach signed PDFs and match people. They don't copy a deal's product list, tick options or run both ways at once.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Tallowwood Solar & Storage's draft proposal, its data items filled by a Zap from a Pipedrive deal, with a price table whose optional bird mesh is left for the client to tick. In front, an illustration of the deal at the Proposal made stage.
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
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
Illustration with sample data: a generic CRM record, not Pipedrive’s screen.
What can the Pipedrive Zaps do?
Six jobs, each one a Zap built with QuoteCloud's Zapier app on Essentials and up.
Quotes from deals
Updated Deal Stage, then Create Document: a draft from your template with the deal's details in data items.
Quotes from dealsActivity on the deal
Recipient First Viewed Document or Recipient Signed Document, then Create Note or Create Activity.
Quote activityWon on signature
Document Signing Complete, Find Deals and Update Deal set the deal's status to won.
Won on signatureSigned PDF on the deal
Generate or Fetch Document PDF Link, then Attach File, in the same Zap.
Signed PDF on the dealPeople in both apps
New persons and contacts found or created in the other app, one Zap each way.
People matchedExpired and lost
An expired quote becomes an activity for the owner; a lost one marks the deal lost.
Expired & lost
Zapier or Make: which route suits you?
Both reach the same QuoteCloud events and actions. The difference is how much you build yourself.
Zapier: QuoteCloud's Zapier app
Ready-made QuoteCloud triggers, actions and searches, such as Document Signing Complete and Create Document, beside Pipedrive's own Zapier app. Essentials and up; documents a Zap creates carry US$2.00, $1.80 or $1.60 each by volume.
Connect it, step by stepMake: bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Pipedrive modules. There's no ready-made QuoteCloud app on Make, so you design each step. API access is on Essentials and up.
Make questions, answered
Where does it stop?
None of these are bugs. Knowing them up front saves an afternoon of testing.
Nothing moves without a Zap
There's no direct connection on any plan: Pipedrive hears about a quote only when a Zap or a Make scenario tells it.
A Zap doesn't tick options or pick blocks
Create Document fills data items and price-table rows. Optional items stay for the buyer, and the template decides the content.
Zaps don't copy a deal's products
Find Deal Products finds one by name or ID. Keep packages in the template's price table, or map rows one by one.
Each Zap runs one way
From its trigger to its steps. Both directions means two Zaps, and only the events you choose are copied.
PDF links don't last
Generate or Fetch Document PDF Link is short-lived: attach or upload the file in the same Zap.
A Zap can't guess the deal
It needs a shared value: the deal's title as the document's title, or the deal ID in a data item.
Try it with your own pipeline
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and build your first Pipedrive Zap with a test deal.
What we haven't confirmed yet
We haven't confirmed whether QuoteCloud's triggers carry a document's custom data items, such as the Pipedrive deal ID, so the recipes find the deal by its title and tell you to check your Zap's test data before relying on Get Deal.
For Make, the per-document fee isn't stated either way: it's confirmed for documents created through Zapier or the API. If you plan to create documents from a Make scenario, ask us for the fee that applies to your volume.
- What the Zapier route costs, worked out for your volume.
- Connect it, step by step.
- Book a demo to talk through your pipeline.
Questions about the limits
Does QuoteCloud update Pipedrive deals automatically?
Only through Zaps you build. QuoteCloud has no direct connection to Pipedrive, so a deal changes when a Zap tells it to: setting its status to won or lost, adding a note or an activity, or attaching the signed PDF. Each Zap runs one way, from its trigger to its steps.
Does information flow both ways between Pipedrive and QuoteCloud?
In the ways you build, not as a copy of everything. A Zap can take a deal's details into a new document, and other Zaps can bring a document's views, signatures, expiry and the signed PDF back to the deal. People can be matched with one Zap each way.
Can a Zap tick optional items or choose content blocks?
No. Create Document fills data items and can add price-table rows you map, but it never ticks options or chooses content blocks. Your template decides the content and the buyer ticks the options they want before signing, so the signed total is what they chose.
Is there a fee for every Zap?
No. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies to documents created through Zapier or the API, such as the quote Zap on this site. Zaps that update Pipedrive, add notes or activities, attach PDFs or match people don't create documents.
Is there a QuoteCloud app on Make?
No ready-made app, but Make works with QuoteCloud. It's a bring-your-own model: you add the connection with Make's built-in OAuth and call QuoteCloud's API or Zapier endpoints in your scenarios, beside Make's own Pipedrive modules, so you choose every step. These pages show each recipe as a Zap.
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.
- 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 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.
Know the limits, then build.
Start a free 14-day trial of QuoteCloud and build your first Pipedrive Zap with a test deal.
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