Streamline Quotation E-Signatures

# Streamline Quotation E-Signatures ## What It Does Streamline Quotation E-Signatures automates the process of generating and sending quotation PDFs from Pipedrive to DottedSign for e-signature. This saves sales teams time and helps close deals faster by eliminating manual follow-ups. With this automation, sales teams can focus on high-value tasks while the agent handles the paperwork. The result is a streamlined sales process that gets quotes signed quickly and efficiently. ## Who Needs This Sales Managers who manually generate and send quotation PDFs to clients for e-signature are the ideal users for this automation. They currently spend hours each week on follow-ups and paperwork, taking away from the time they can spend on closing deals. By automating this process, Sales Managers can free up more time to focus on revenue-generating activities. ## How It Works — Step by Step 1. You connect your Pipedrive account to the automation agent, allowing it to access your sales data. 2. The agent identifies new quotations that need to be sent to clients for e-signature. 3. It generates a PDF quotation document based on the data in Pipedrive. 4. The agent then sends the PDF quotation to DottedSign, where it's prepared for e-signature. 5. The quotation is automatically sent to the client via DottedSign, with a request for e-signature. 6. As the client signs the quotation, the agent updates the status in Pipedrive, keeping your sales records up to date. 7. You receive a notification when the quotation is signed, so you can follow up with the client. 8. The agent logs the signed quotation in your Pipedrive account, creating a paper trail for future reference. ## What You Get * Quotation PDFs generated automatically from Pipedrive data * Quotations sent to clients for e-signature via DottedSign * Automatic updates to Pipedrive when quotations are signed * Notifications when quotations are signed, so you can follow up with clients * A streamlined sales process that saves time and closes deals faster ## Setup Requirements * Pipedrive account credentials * DottedSign account credentials * API credentials for the AI services used to generate PDF quotations ## Pricing $39 one-time *No subscription. Yours to keep and run as many times as you want.*