Automate Quotation E-Signatures

# Automate Quotation E-Signatures ## What It Does Automate Quotation E-Signatures generates and sends quotation PDFs from Pipedrive to DottedSign, streamlining your sales process. This automation saves sales teams time by reducing manual paperwork, allowing them to focus on closing deals faster. With this tool, quotations are automatically prepared and sent for electronic signature, accelerating revenue recognition. Your sales team can now devote more time to high-value activities. ## Who Needs This Sales Managers who manually generate and send quotations to clients are the ideal users for Automate Quotation E-Signatures. They currently spend hours weekly on paperwork, taking away from their ability to focus on sales strategy and customer relationships. By automating this process, Sales Managers can reclaim time and enhance their team's productivity. ## How It Works — Step by Step 1. You connect your Pipedrive account to Automate Quotation E-Signatures, granting access to your sales data. 2. The agent identifies the quotations that need to be sent to clients based on your predefined criteria. 3. It generates a professional PDF quotation for each identified deal using the relevant data from Pipedrive. 4. You configure the agent to link with your DottedSign account for electronic signatures. 5. The agent automatically sends the generated quotations to the respective clients via DottedSign for signing. 6. Once a client signs a quotation, the agent updates the corresponding deal status in Pipedrive. 7. You receive a notification for each signed quotation, keeping you informed about the progress. 8. The agent logs all transactions, providing a record of sent and signed quotations for future reference. ## What You Get * Automatically generated PDF quotations from Pipedrive data * Quotations sent to clients via DottedSign for electronic signature * Updated deal statuses in Pipedrive upon client signature * Notifications for signed quotations * A log of all transactions for tracking and reference * Time savings of up to 3 hours per week on manual paperwork ## Setup Requirements * Pipedrive account credentials * DottedSign account credentials * Access to your sales data within Pipedrive * Predefined criteria for identifying quotations to be sent ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*