Monitor Pipedrive for the trigger stage, create a PDF quotation from deal data, log it to the deal, and notify the client for e-signature via DottedSign.
This AI agent automates the quotation process end-to-end by connecting Pipedrive with DottedSign. It gathers deal data, generates a PDF quote from a customizable HTML template, and stores the PDF in the corresponding Pipedrive deal. It then creates a signing task in DottedSign and initiates the e-signature workflow, providing auditable records and a faster close.
Executes end-to-end steps to deliver signed quotations.
Pulls deal, contact, organization, and product data from Pipedrive.
Renders a quote HTML template with the pulled data.
Converts the HTML quote to a PDF using Gotenberg.
Uploads the generated PDF to the deal's Files section in Pipedrive.
Creates a DottedSign signing task with correct fields and routing.
Notifies the sales team of the sent quote and tracks signature status.
It removes manual steps, ensures consistent quote templates, and accelerates the close by automating data collection, PDF generation, upload, and e-signature routing.
A simple 3-step AI agent flow that non-technical users can follow.
The AI agent monitors Pipedrive for the selected stage and fetches deal, contact, organization, and product data.
The AI agent renders the HTML quote with the gathered data, converts it to a PDF via Gotenberg, and uploads the PDF to the deal.
The AI agent creates a DottedSign signing task, routes it to the client, and logs status updates in the CRM.
A realistic scenario showing task, time, and outcome.
Scenario: A deal for Acme Corp moves to the Quotation Stage at 11:05 AM. The AI Agent pulls deal data, creates a 2-page quote, converts it to PDF, and uploads it to the deal within minutes. It then creates a signing task in DottedSign and emails the client a signing link. By 1:30 PM the client signs, and the signed PDF is stored in the deal for audit and future reference.
People and teams who gain speed and accuracy in quoting.
Quote requests are fulfilled faster with auto-filled data and templates.
Ensure consistent quote formats and pricing across teams.
Verify pricing accuracy and attach final PDFs to deals.
Maintain templates, data mappings, and connectors with minimal effort.
Standardize the quoting process for high-volume deals.
Keep signed documents and audit trails centralized within CRM.
The AI agent connects Pipedrive, Gotenberg, and DottedSign to automate the flow.
Fetches deal data, monitors stage changes, and stores generated PDFs in the deal.
Converts the generated HTML quote into a PDF document for reliable distribution.
Creates signing tasks and manages the e-signature workflow for the client.
Six practical scenarios where the AI agent shines.
Answers to common questions about using the AI agent.
Yes. The AI agent uses a templated HTML quote that you can customize with your logo, terms, and line items. You can adjust formatting, logos, and wording to match brand guidelines. Template changes apply to all quotes generated by the AI agent. If you need advanced customization, you can modify the HTML template and re-upload it as the new default. The process is designed to be non-destructive, preserving previous quotes for audit purposes.
The current integration configuration targets Pipedrive for trigger events and data extraction. It is possible to adapt the connector to other CRMs, but it would require adjusting data mappings and trigger sources. If you anticipate needing this, you can plan an extension or a configurable adapter in the AI agent. However, you would need to provide equivalent data fields (deal, contact, products) and a compatible signature service. For now, the solution is optimized for Pipedrive to DottedSign workflows.
Yes. The target signature field coordinates are configurable in the DottedSign task. You can set the page number and exact coordinates to align with your PDF template. Changes take effect immediately for new signing tasks. If you need multiple signers or conditional paths, you can add rules in the signing settings. Always test a sample quote to confirm the visual placement before sending to clients.
The AI agent can automatically retry sending the signing invitation at defined intervals and notify the sales team. It logs each attempt in the deal for auditability. You can configure reminders and escalation rules if signatures are overdue. If the client remains inactive, you can trigger alternative follow-ups (email, SMS, or Slack) to re-engage. All steps are tracked in Pipedrive for full visibility.
Generated PDFs are uploaded to the deal’s Files section in Pipedrive and/or linked within the deal record. This ensures the most current quote is always accessible in context. The PDFs are timestamped and associated with the correct deal, providing a clear audit trail. You can also retrieve a historical version if needed for compliance. Retrieval is available directly from the Pipedrive UI.
Yes. The AI agent supports notifications to Slack, email, or another channel of your choice when a quote is sent, signed, or if there is a failure. Alerts include key data such as deal name, quote amount, and signer status. You can customize who receives which alerts and the frequency of reminders. This ensures stakeholders stay informed without manual checks.
The current setup supports single-signer and multi-signer flows, depending on the DottedSign task configuration. You can specify multiple signers and signer order. Each signer receives an invitation linked to the same PDF quote. The AI agent tracks the completion status of all required signatures and updates the deal accordingly. If any signer declines or delays, triggers can re-route or escalate to additional actions.
Monitor Pipedrive for the trigger stage, create a PDF quotation from deal data, log it to the deal, and notify the client for e-signature via DottedSign.
