Auto-Generated Contracts

Sales reps hate paperwork. A single proposal takes four hours to draft, review, format, and send. Half of them go out late, half have wrong numbers — and the buyer cools while waiting.

• ▸ 4 hours saved per proposal vs manual drafting
• ▸ Manual proposals delayed 1-3 days on average — losing momentum
• ▸ 12% error rate on hand-typed numbers and names

Pipedrive stage change to 'Proposal Sent' triggers Make.com: copy Google Docs template, replace {{PersonName}}, {{ContractPrice}}, {{Items}}, {{StartDate}}, etc., export PDF, upload to Drive, attach to Deal, send via PandaDoc / DocuSign for signature.

1. 01
   Required-fields gate

   Pipedrive blocks the move to 'Proposal Sent' until ContractPrice, PersonName, and CompanyName custom fields are filled.
2. 02
   Stage trigger

   Make.com listens to Pipedrive stage-change webhook. Filters for the Proposal Sent stage on the right pipeline.
3. 03
   Template clone

   Google Docs API copies a master template into the client's project folder, named {{CompanyName}} - Proposal {{Date}}.
4. 04
   Variable replacement

   Make injects all custom fields into {{placeholders}}: PersonName, ContractPrice, Items array, payment terms, start date.
5. 05
   PDF export + storage

   Doc exported as PDF, uploaded to client folder in Google Drive, file URL attached to Pipedrive Deal as a File.
6. 06
   Signature send

   PandaDoc / DocuSign API creates a signature request and emails the buyer. Signature event webhooks back to Pipedrive → 'Won'.

• ✓4 hours → 30 seconds per proposal
• ✓0 typos on names, prices, or dates — pulled straight from CRM
• ✓Same-day proposal delivery on every deal
• ✓Full audit trail: PDF + signature event in Pipedrive

• Speed-to-Lead
  Auto-call + SMS + email within 60s of lead. ×3 conversion.
• Pre-Call Reminders

  3 reminders (24h/2h/10min). Show-up rate +30–50%.
• No-Show Recovery

  Automatic rebooking via email/SMS.