Generate & send quotation PDFs from Pipedrive to DottedSign for e-signature
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 30 nodes and runs on Pipedrive events. Along the way it connects Pipedrive. It also calls kdanmobile.pipedrive.com and api.sandbox.dottedsign.com over HTTP.
How it runs
Trigger: On Pipedrive events.
- If: checks a condition and branches into true / false
- Get Pipedrive Custom Fields (HTTP Request): calls kdanmobile.pipedrive.com
- Get a deal (Pipedrive): get
- Get many deal products (Pipedrive): get many (deal product)
- Get a person (Pipedrive): get (person)
- Get an organization (Pipedrive): get (organization)
- Create an activity (Pipedrive): work with activity
- Split Out: splits a list into separate items
- deal_details (Edit Fields (Set)): sets 1 field: deal_details
- Aggregate: combines items into one
…plus 19 more steps. See the full node list below.
Services it uses
HTTP calls to: kdanmobile.pipedrive.com, api.sandbox.dottedsign.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
Nodes used (13)
- Pipedrive Trigger
n8n-nodes-base.pipedriveTrigger - Pipedrive
n8n-nodes-base.pipedrive - Filter
n8n-nodes-base.filter - Code
n8n-nodes-base.code - Edit Fields (Set)
n8n-nodes-base.set - Aggregate
n8n-nodes-base.aggregate - Convert to File
n8n-nodes-base.convertToFile - HTTP Request
n8n-nodes-base.httpRequest - Extract from File
n8n-nodes-base.extractFromFile - Merge
n8n-nodes-base.merge - HTML
n8n-nodes-base.html - Split Out
n8n-nodes-base.splitOut - If
n8n-nodes-base.if
From the author
📌 Overview Description: This powerful workflow automates your sales quotation process by connecting Pipedrive with DottedSign. When a deal is moved to a specific stage in Pipedrive, this template automatically generates a professional PDF quotation, uploads…