quotations

We operate an engineering company which relies on winning specific metalwork packages for construction projects.

In order to submit our prices to various building companies which are tendering on these projects we need to submit supply and install (sometimes supply only) quotations. 

Submitting quotations at tender stage can be fairly time consuming and we are looking at streamlining the process with pipedrive.

Is anyone here currently doing something similar?

Would love to hear from anyone currently using the platform trying to achieve something similar.

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  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
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    edited June 2020 #2

    @Damian Pritchett You can achieve this by using a third party document generation tool such as PandaDoc.

     

    This will allow you to generate Quotes out of Pipedrive, utilizing the data from Pipedrive while generating.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #3

    Hi @Damian Pritchett , thank you for your feedback!

    We're actually developing a new feature that allows you create quotes, contracts and other types of documents by auto-populating fields (including Products) and without having to leave Pipedrive. We are planning to release an early version in July for a small group of users to test and give us feedback - would you be interested? Let me know and I'll let the team know to include you. 🚀

  • Damian Pritchett
    Damian Pritchett Posts: 2
    edited June 2020 #4

    Hi @Damian Pritchett , thank you for your feedback!

    We're actually developing a new feature that allows you create quotes, contracts and other types of documents by auto-populating fields (including Products) and without having to leave Pipedrive. We are planning to release an early version in July for a small group of users to test and give us feedback - would you be interested? Let me know and I'll let the team know to include you. 🚀

    Yes Please. I'm very interested and it would help our company in a big way. If you need to understand how we do our quotes, let me know and I will try and explain step by step.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 2020 #5

    Hi @Damian Pritchett , thank you for your feedback!

    We're actually developing a new feature that allows you create quotes, contracts and other types of documents by auto-populating fields (including Products) and without having to leave Pipedrive. We are planning to release an early version in July for a small group of users to test and give us feedback - would you be interested? Let me know and I'll let the team know to include you. 🚀

    @Damian Pritchett Wonderful, I've just sent your details to the team and they'll get in touch with you when it's time. 🚀

    I think you'd like joining our Research and Beta Testing channel: it's the place to be the first to know what we're working on, to help us do research about user workflow, and to apply to try out early versions of new and improved features.

  • Richard Bergman
    Richard Bergman Posts: 8
    edited July 2020 #6

    Hi @Damian Pritchett , thank you for your feedback!

    We're actually developing a new feature that allows you create quotes, contracts and other types of documents by auto-populating fields (including Products) and without having to leave Pipedrive. We are planning to release an early version in July for a small group of users to test and give us feedback - would you be interested? Let me know and I'll let the team know to include you. 🚀

    Hello, can you include me also? Im interested

  • Kingsley Holdaway
    Kingsley Holdaway Posts: 16
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    edited July 2020 #7

    I’d like to be including in quoting trail please!! I’m hanging out for this option!!!

  • Kingsley Holdaway
    Kingsley Holdaway Posts: 16
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    edited July 2020 #8

    Hi @Damian Pritchett , thank you for your feedback!

    We're actually developing a new feature that allows you create quotes, contracts and other types of documents by auto-populating fields (including Products) and without having to leave Pipedrive. We are planning to release an early version in July for a small group of users to test and give us feedback - would you be interested? Let me know and I'll let the team know to include you. 🚀

    Can I be included in the trail please?

  • Shannon Wilson_7289
    edited July 2020 #9

    I’m working with a new client of PipeDrive and they too need this feature. How do I get them added to the beta invite list?

  • Keely Biggs
    Keely Biggs Posts: 17
    edited May 2021 #10

    @Inês Batata we would like to be included in the trial please :-)

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 2020 #11

    Hi @Richard Bergman , @Kingsley Holdaway , @Shannon Wilson , @Keely Biggs . Thank you so much for your interest, we really appreciate it!

    I've checked with our team and unfortunately we've run out of slots for beta testers at the moment, so I'm afraid we can't include you in this round. The good news is that if everything goes according to plan, this new feature should be out for companies in Advanced and higher plans in early August.

    But all is not lost: if you want to be the first to know what's coming up next and apply to beta test other features make sure to join the Research and Beta Testing group.  🚀

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
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    edited February 24 #12

    @Damian Pritchett  @Richard Bergman , @Kingsley Holdaway , @Shannon Wilson , @Keely Biggs Good news, this is now possible as we are rolling out the Sales Documents feature to users in the Advanced and Professional plan. Learn all about it here. 🚀

  • Richard Bergman
    Richard Bergman Posts: 8
    edited September 2020 #13

    @Damian Pritchett  @Richard Bergman , @Kingsley Holdaway , @Shannon Wilson , @Keely Biggs Good news, this is now possible as we are rolling out the Sales Documents feature to users in the Advanced and Professional plan. Learn all about it here. 🚀

    Goodmorning, Yes been looking at it for a week or so. Why isn't there prefab templates for quotation? 80 til 90% is same for everyone i think. 

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited September 2020 #14

    @Damian Pritchett  @Richard Bergman , @Kingsley Holdaway , @Shannon Wilson , @Keely Biggs Good news, this is now possible as we are rolling out the Sales Documents feature to users in the Advanced and Professional plan. Learn all about it here. 🚀

    Hi @Richard Bergman !

    As far as I'm aware there are no direct plans for it, but the team noted down your suggestion for when they'll work on updates again.

    Stay on top of what’s coming down the line: