Sales teams move fast, but quote follow-through often lags. Reps send pricing docs, but are they attaching them to the correct CRM record? That’s still a manual chore for many teams.

When quotes live in email threads instead of your CRM, you lose visibility, data, and momentum. Automating quote attachment ensures every quote gets logged instantly, no dragging, uploading, or copy-pasting links.

It saves reps time, keeps data clean, and gives Sales and RevOps teams full visibility into the sales pipeline.

Why automating quote attachment matters

Manual attachment breaks down at scale. It’s easy to forget, misfile, or attach a quote to the wrong opportunity.

Without automation, you risk:

• CRM records missing key documents

• Sales managers flying blind on quote status

• Reps wasting time chasing files or backtracking

• Forecasting and compliance issues

With automation, your CRM stays in sync, with every quote automatically tied to the right deal, contact, or account.

Is this right for your team?

You’re a strong fit if:

• You generate and send quotes regularly (5–20+ per rep/week)

• You track pipeline in a CRM (like Salesforce, HubSpot, Pipedrive)

• You want a reliable way to capture quote activity without extra work

• You’re building repeatable sales and RevOps processes

How to automate quote attachments to CRM profiles

Step 1: Choose your document system

You need a platform that supports both quote creation and CRM syncing via native integrations or APIs.

What to look for:

• Templates for fast quote generation

• CRM mapping (e.g., connect quotes to Deals, Contacts)

• Auto-sync or webhook options

Step 2: Connect your CRM and quote tool

In PandaDoc UI:

• Connect your CRM (Salesforce, HubSpot, Pipedrive) from the Integrations tab

• Use merge fields to pull contact and deal info into your quote templates

When you send a quote from within the CRM or PandaDoc, it auto-attaches to the right record

In PandaDoc API:

• Use the Create Document endpoint to generate a quote

• Include metadata like crm_opportunity_id or deal_id as custom variables

• Use the Document Status Changed webhook to trigger updates back to your CRM

• Push the document URL and status to the related CRM object (via Salesforce API, HubSpot API, etc.)

Step 3: Confirm attachment or build visibility

• In Salesforce or HubSpot: check that quotes appear under the deal/contact record

• Add a field like “Last Quote Sent” and populate it automatically

• Use dashboards to track quote activity by stage or rep

Step 4: Layer on automation and alerts

• Auto-create tasks when quotes are viewed or signed

• Alert managers if quotes are sent without CRM links

• Trigger workflows (e.g., handoff to legal, generate invoice)

Example automation flow using the PandaDoc API

1. Quote created and sent using API

2. Document ID + URL + status pushed to CRM deal

3. View + completion tracked via webhook

4. Slack alert sent if quote not viewed in 48h

5. CRM task auto-created for follow-up

Results you can expect

• No more missing quote issues in your CRM

• Faster follow-ups with real-time quote tracking

• Cleaner data for RevOps and forecasting

• Less admin work for reps, more time selling

Ready to automate quote attachment?

You can do it manually with PandaDoc + CRM integrations, or build a fully automated flow with the PandaDoc API.

Try it in the API sandbox or connect with our team to map out your CRM use case.