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Desk flatlay with yellow coffee cup, yellow notebook on a white background with white text on a blue shape saying “Create and send a sales proposal from your CRM”.

When you need to create and send a bespoke sales proposal PDF from your CRM, you can either shell out for software that will do it for you, do it completely manually or let Zapier do it for you. Automating this task is really simple and will save time, money, and eliminate human error – it’s a no-brainer!

Although we use Pipedrive in the steps below, this can be accomplished using any CRM to achieve a cost-effective way of executing this process.

This nifty automation means you don’t need a separate piece of software to send out your sales proposals, as you can just knit together applications that you already use.

 

Our video demonstrates how to create and send a bespoke sales proposal PDF from your CRM

If you want to see exactly how to create and send a bespoke sales proposal PDF from your CRM then our video takes you through each step using Zapier.  In our example, we are using Pipedrive as our CRM and Google Docs to format the document.  We also use the inbuilt Formatter By Zapier functionality to rearrange the date and separate out the customer’s name.

 

Zapier steps to create a sales proposal PDF

Our video takes you through each step and explains how to configure Zapier to automate the creation of a PDF using Pipedrive and Google Docs.

The steps are:

  • Create a trigger event for when there is a new “Proposal” activity in Pipedrive which matches a specific filter.
  • Find the deal in Pipedrive to get the data you need.
  • Format today’s date using Formatter By Zapier.
  • Create a document from a template in Google Docs.
  • Format the name to be used using Formatter By Zapier.
  • Send the proposal as an attachment using a customised Gmail email.

Watch the video and subscribe to our YouTube channel

Other ways to use this zap

Using Zapier to trigger a mail merge using data from a separate application is such a powerful integration, yet surprisingly easy to do.

One of the most common business tasks is to send documents to clients, so it’s worth thinking about how the automation can be adapted to other areas of your business.  Even if you are super-organised, it’s a fairly dull admin process to create and send bespoke documents, and if you do it manually there’s the chance that you could mistype something.  Even worse, you could send it to the wrong customer’s email which would be embarrassing and potentially damage your reputation.

Although our example is triggered in Pipedrive, you can use other CRMs and email platforms to perform the same function.

Salesforce is another common CRM, and Hubspot is another, and both have pre-built integrations in Zapier.  Other email examples include Microsoft Outlook and Email by Zapier, Zapier’s own email app.

Save time and grab our pre-built Zap template

 

Read more about how our certified experts use Zapier workflow automations to simplify processes and increase efficiency.

Solvaa is a process and automation consultancy specialising in improving sales, operations and financial administration workflows. We help you to simplify and streamline existing processes, integrate your business tools to make data transfer more efficient and automate manual tasks to increase productivity. We are Zapier Certified Experts, Pipedrive Certified Experts and Xero Certified Advisors. 

Contact us today to discuss how Solvaa can help you simplify, improve and automate all aspects of your business with Zapier to save you time, reduce costs and keep you agile as you grow.

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