Angebot. erstellen möglich?

Christian Hasler
Christian Hasler Member Posts: 1
edited July 2022 in Sales CRM #1

Hallo Zusammen, kann ich aus Pipedrive heraus aus einem Deal ein Angebot an den Interessenten schicken?

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  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,363
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    edited August 2020 #2

    Can you share what your exact step is to send offers?

    What application are you using to create offers? PandaDoc? Is your email inbox synced with Pipedrive?

  • Inês Batata
    Inês Batata Posts: 2,209
    2500 Comments Third Anniversary 25 Likes First Answer
    edited November 2020 #3

    Hi @Christian Hasler !

    We are currently working on a feature that will allow you to create proposals, contracts, quotes, etc, without leaving Pipedrive and using your data from there (see here if you're curious).

    In the meantime, it's possible to do so using some of the integrations in our marketplace, like PandaDoc among others. I did a quick search for you, see your options here.

    Hope it makes your life easier!

  • Inês Batata
    Inês Batata Posts: 2,209
    2500 Comments Third Anniversary 25 Likes First Answer
    edited September 2020 #4

    @Christian Hasler 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. 🚀

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