Angebot. erstellen möglich?

Christian Hasler
Christian Hasler Posts: 1
edited July 28 in Sales CRM #1

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

Comments

  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    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 Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 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 Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 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. 🚀