Quote with Products+photos/descriptions

Andrew 123
Andrew 123 Member Posts: 1 VERIFIED MEMBER
edited July 23 in Ideas and Product Feedback #1

I have a quote template but it only allows me to include the total price for the quote. For each customer I have a list of products and photos of the products. I would like to be able to auto send a quote at a stage and have the email include photos and descriptions of all the products for that deal.

If I sell a furnace replacement with a humidifier, it looks like I have an inflated price if i just list 1 total rather than furnace + humidifier

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  • Matthew_S (Extraflow.io)
    Matthew_S (Extraflow.io) Member Posts: 14 VERIFIED MEMBER
    10 Comments Photogenic Name Dropper
    #2

    Hey Andrew!

    You can try an Extraflow - we just released our integration with Pipedrive.

    You can create Quotes, and add the photos to line items, including photos and T&C, add covers, and all right in the Pipedrive interface.

    https://www.pipedrive.com/en/marketplace/app/extraflow-quotes-estimates-and-proposals/17736ebb7fd10c9e

    extraflow-pipedrive-integration-1.png
    Quoting-software-professional-extraflow.png

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