Quotation Templates

Rob_29335
Rob_29335 Member Posts: 12 VERIFIED MEMBER
edited April 24 in Workflow Automation #1

Hi,

Is there any way of me importing a quotation template into PD without having to purchase an app? The export to Excel option looks a bit well rubbish !

 

Thanks

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  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 37 PIPEDRIVE TEAM
    Third Anniversary 25 Likes 10 Comments Name Dropper
    edited March 2022 #2

    Hi Rob, 

    If your quote is in MS Word or Google Doc format you can use the Sales Documents feature to import templates into PD. Read more: https://support.pipedrive.com/hc/en-us/articles/360010866997

    Jess

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited March 2022 #3

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

  • Nancy Vamvakas
    Nancy Vamvakas Member Posts: 29 VERIFIED MEMBER
    10 Comments
    edited February 2021 #4

    We have been using PD for about 6 years now .. In the early days we had no choice but to choose an external app for quotations.  .. We chose Pandadoc which has a nice tight integration into PD, offers the ability to incorporate a catalogue (much more useful than PD's products facility and which also plays really nicely and usefully with Zapier Automations which both PD and Pandadoc supports.  .. Worth checking out if you find the above alternatives errr well, a tad tacky. 

    my 2c .. and I know you are trying to avoid having to spend more money on yet another Saas app.  ... We had no choice in the beginning, but even after 6 years, we still find the added cost justified given the great presentation/impression Pandadoc projects to our customers.

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited February 2021 #5

    Thanks Nancy, 

     

    I did look at Pandadoc, however their freelance option for $19 doesn't integrate with PD, so the only option is the $39 version.

     

    Ill keep scouring the web :-)

     

    Thanks again

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 37 PIPEDRIVE TEAM
    Third Anniversary 25 Likes 10 Comments Name Dropper
    edited March 2022 #6
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    Yes indeed, once you've set up or imported your templates, you can use them to create quotes in any of your deals 🙂

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited February 2021 #7
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    Thanks Jess, even this ?

    image

     

  • Jess Stacey
    Jess Stacey Pipedrive Team Posts: 37 PIPEDRIVE TEAM
    Third Anniversary 25 Likes 10 Comments Name Dropper
    edited February 2021 #8
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    Hi Rob, 

    Yes. If this is set up in Word or Google Docs you just need to import the template into the new Pipedrive Sales Documents feature and add Pipedrive fields (merge fields) to the template where you want the data to populate. 
    We can support the quote table if you are using Products in Pipedrive. Once you set up the product table in your quote it will auto-fill with the product information from the deal. 

    Best,

    Jess

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited February 2021 #9
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    Thanks Jess,

    is there an idiots guide for me ? :-)

  • Rob_29335
    Rob_29335 Member Posts: 12 VERIFIED MEMBER
    edited February 2021 #10
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    I get the below when i try to paste the Product Table

    image

     

     

  • Erdoğan Ersöz
    Erdoğan Ersöz Member Posts: 1 VERIFIED MEMBER
    edited January 2022 #11
    Rob said:

    Hi Jess

    Can that template then be used again for any other quotes i need to do?

    Hi Rob,

    I have this problem too. I want to use a google docs as a quote but lines after line 1 are getting corruption. 

    Did you solve it?

     

  • Ammarshahzad
    Ammarshahzad Member Posts: 2 VERIFIED MEMBER
    Photogenic First Anniversary
    edited March 2022 #12
    Jess said:

    Hi Rob, 

    If your quote is in MS Word or Google Doc format you can use the Sales Documents feature to import templates into PD. Read more: https://support.pipedrive.com/hc/en-us/articles/360010866997

    Jess

    Apart from these documents, there are other online resources which you can use immediately after downloading. These resources are given below for your ease;

    https://www.quotestemplates.org/

    https://www.vertex42.com/ExcelTemplates/quote-template.html

    https://www.quotetemplates.org

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