Can I filter proposals by deal size?

Yes, you can filter deal sizes in Pipedrive. Specify the criteria and the automation will only create proposals for deals that meet those specifications.

Can I include custom sections in the project proposals?

Yes, you can include custom sections in the project proposals. Just specify the layout and content you need, and DryMerge will ensure they are added.

Which people use this automation? What do they use it for?

This automation is used by project managers and sales teams who need to generate tailored project proposals for new deals efficiently.

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Google Docs + Pipedrive

Create Project Proposals in Google Docs from Pipedrive Deals

This automation generates detailed project proposals in Google Docs for every new deal created in Pipedrive. It is perfect for project managers and sales teams who need custom proposals without the repetitive task of manual document creation.

When this happens...

New Deal Created

Triggers when a new deal is created in Pipedrive.

automatically do this!

Generate Project Proposal

Creates a detailed project proposal in Google Docs.

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Loved by people at 1000+ companies

How DryMerge works

DryMerge lets you automate work between apps with plain English. Here's how it works.

Create project proposals in Google Docs from Pipedrive deals

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create project proposals in Google Docs from Pipedrive deals"

Sure! Connecting

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Supported triggers and actions

DryMerge creates workflows that connect your apps to automate repetitive tasks. Triggers are events that start automations, and actions are operations that DryMerge performs.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

About Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

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About Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.