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$
USD
I will automate contract generation in pipedrive using make
Tetiana K.
About this gig
Automate Contract Generation in Pipedrive with Make
Stop wasting time creating contracts manually.
I will build a workflow that automatically generates contracts when a deal reaches the "Contract Sent" stage in Pipedrive.
Instead of copying customer information into every new document, the automation retrieves data directly from your CRM and fills your contract template automatically.
The workflow can populate fields such as:
Client name
Company name
Deal value / price
Date
Product or service details
Custom fields from Pipedrive
After the contract is generated, it is automatically converted into a PDF and uploaded back to the correct Pipedrive deal, keeping all documents organized in one place.
What this automation helps you achieve
Eliminate repetitive manual work
Reduce human errors caused by copy & paste
Generate contracts in seconds
Keep all deal documents attached to the correct CRM record
Standardize your contract creation process
Technologies used
Make (Integromat)
Pipedrive CRM
Google Docs Templates
Google Drive
This solution is ideal for businesses that want to automate document generation, improve sales operations, and save valuable time.
Please contact me before placing
Get to know Tetiana K.
Tetiana K.
AI Automation and Workflow Specialist Make Zapier CRM
- FromPoland
- Member sinceMay 2026
- Avg. response time13 hours
Languages
Ukrainian, Russian, English, Polish
If you’re manually handling leads, copying data between tools, or missing opportunities — you’re losing time and revenue.
I build automation systems that connect your tools and handle repetitive tasks automatically, so your business runs smoothly 24/7.
🔧 I can help with:
• Lead distribution (round-robin, routing)
• CRM automation
• Workflow automation (Make, Zapier)
• API integrations
Simple, reliable systems that actually work — not overcomplicated setups. Let’s talk.
My Portfolio
FAQ
Do I need a Pipedrive account?
Yes. You will need an active Pipedrive account and access to your Google Workspace. I will help you connect everything and configure the automation for your workflow.
Can the contract be customized?
Absolutely. The automation can fill your existing Google Docs template with data from Pipedrive, including client name, company, deal value, dates, products, and custom fields.
Will the generated contract be attached to the deal automatically?
Yes. After the contract is generated and converted to PDF, it is automatically uploaded to the correct Pipedrive deal, keeping all documents organized in one place.
