Problem creating quotes
I use pipedrive for CRM. I use Xero for accounting management.
I am trying to find a way to send a quote in Pipedrive. Once a quote is accepted I will send the client an invoice for their product.
Seems easy but the staff at PIpedrive have not helped in 8 months. I am looking to move on to make my life easier.
If you can help please do. If you can't help with the quoting process please tell me what CRM you recommend to help me with this issue.