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.
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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
More Youtube tutorials
We have other Youtube video tutorials which will help you work smarter, not harder.
- How to automate a 7 day sales cadence
- How to use Zapier to send a simple drip email sequence
- How to automatically add contacts to ActiveCampaign from Pipedrive
- How to calculate lead to customer conversion time
- How to automatically save contact form submissions in a spreadsheet
- How to automate the creation of a Trello checklist for handling Twitter engagements
Our other resources
We also have plenty of free resources:
- Our free e-book is the perfect introduction to business automation.
- Our Zapier functions cheat sheet delves into the powerful inbuilt helper apps which can supercharge your automations.
- A free checklist to help you justify an automation budget.
- Use this link for a 30-day free trial instead of 14 days with Pipedrive.
And finally, our founder / chief problem solver / chief automator Kelly Goss’ new book, Automate It with Zapier, is out now and is the most comprehensive Zapier guide on the market. It will get you up and running and to the stage where you can build and debug advanced automations. Buy your own copy today directly from publisher Packt using this link. Or here are links to Amazon (.co.uk) and Amazon (.com) if you prefer.
Solvaa: Strategy, Solutions, Support, Education
UK-based Solvaa® is a systems, process and automation consultancy specialising in improving business workflows. Solvaa® works with SMEs worldwide to implement digital tools, better processes, use business process automation and generative AI to boost productivity, enhance lead management, and remove unnecessary time, costs and hassles from stretched business owners’ days.
We help you simplify and streamline existing processes, integrate your business tools to make data transfer more efficient, and automate manual tasks. Our business process automation specialists have extensive experience using multiple cloud-based business tools, including Zapier, Pipedrive CRM, SmartSuite, Xero, Google Suite, ClickUp, Asana, Airtable, Hubspot, Active Campaign, Salesforce, Mailchimp, Quickbooks and many more. We are Zapier Certified Experts, SmartSuite Certified Partners, Pipedrive Certified Partners and Xero Certified Advisors. We also educate teams about using AI in their daily roles, mindset, governance and strategy in our Solvaa AI Academy.
Solvaa® was founded in 2016 by Kelly Goss, a no-code solutions architect, business process automation specialist and author of Automate It with Zapier (first edition) and Automate It with Zapier and Generative AI (second edition).
A thought leader on business process automation and digital adoption, Kelly attended an invite-only Roundtable on Artificial Intelligence (AI) with the UK government at No.10 Downing Street, providing insights and recommendations on how SMEs can benefit from productivity gains by using digital technologies, automation and AI. She has also been invited to speak at the House of Lords and at many other events.
Contact us today to find out how Solvaa can help your business make big savings on operational costs and time, and significantly increase productivity.
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