Concerning offer of product for end client.
Hello, i wanted to ask if there is possibility to send offers to customer directly from Pipedrive? Now we are using email templates to save as offers and then we send it. I saw that Pipedrive have ability to save products and add it to deal but this product cant be sent to customer directly. Can I send products directly to customer email?
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Answers
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You could do this using Smart Docs in Pipedrive or using a solution like PandaDoc.
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