Request for Proposal

Tim Davidson PD

Hi All - Just wondering whether anyone has had any workflows / integrations with Pipedrive for a Request for Proposal system? We ask a number of suppliers for quotes and then compare them before selecting the best one for the client. Ideally we would like an automated system that incorporates with Pipedrive. Any help very gratefully received! Thanks Tim

Amit Sarda (AmitSarda.xyz)

Hi @Tim Davidson PD - Can't think of a way to make this work with Pipedrive, unfortunately. Some CRMs allow creating custom objects, which is what is required to make this work.

Tim Davidson PD

Thanks. Appeared you thinking about it Amit.

J.A.N. (Themakers)

Hi @Tim Davidson PD ,

In the end , there is nothing that cannot be build. If you have an of your workflow, feel free to contact me.

Tim Davidson PD

Thanks for the offer J.A.N.

Liz (Ops Designed)

@Tim Davidson PD - Great question. I agree with Amit and J.A.N. - usually there's something that can be built, but the question is whether or not the effort is worth the result. Depending on complexity, one option could be to ask suppliers to complete a custom form with key bid information and that information could be routed back to the Pipedrive deal as a note (for example). It's a long demo, but to give you an idea, here's a demo of how a custom Jotform is used to update specific Pipedrive deals: https://youtu.be/KplxhBnd7_Y?si=pA41aaBvOq7DHIJ2

If you'd like to discuss this or any other possibilities, feel free to reach out.

- Liz

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Tim Davidson PD

Thanks for this Liz.