BUILD A QUOTE BUTTON ONTO DEALS WITH PRODUCTS.
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@Christopher Daly we're actually working on a project in this area. @Jess Stacey are we looking for Beta testers? Perhaps Christopher here can join the testing?
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Yes, there are existing integrations in the marketplace for easy quote generation (like Pandadoc for example), and we're also working on our own tool that will do just this. Once you've set up a template for your quotes, you'll be able to generate them in a deal with just one click. @Christopher Daly I can add you to our testing group if you're interested?
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Boris Tsibelman said:
You can build quotes using Pipedrive <> PandaDoc integration @Christopher Daly
Yes - but not necessary to use PandaDocs - should be native in PipeDrive. A quote is a very simple flat production that should integrate to Pipedrive and move the Deal Stage. PandaDocs are okay for Proposals which are more detailed and some clients need, but when working with a client like the one I am working with this week, all he needs is a quote that he can sign off on that details the products, services, fees and delivery time and we are good to go. SPEED is key.
PandaDocs are nice but the Deal still has to be built with products so a simple button to push and produce the quote is ideal.0 -
Jess said:
Yes, there are existing integrations in the marketplace for easy quote generation (like Pandadoc for example), and we're also working on our own tool that will do just this. Once you've set up a template for your quotes, you'll be able to generate them in a deal with just one click. @Christopher Daly I can add you to our testing group if you're interested?
Sign me up - our business works under a blanket contract that dictates terms, limitations on liability, etc. It's a legal document. The quotes are addendums to that contract and are purchase orders and a one click solution is IDEAL for speed.
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@Jess would love to see what you guys have planned.. it's the primary reason we still also use Salesforce
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@Jess I too would be interested in this function as I am currently trying to create a sales quote document between Pipedrive and Formstack Documents using a webhook. If you still need beta testers for this option I would be glad to sign up.
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@Jess We are also looking to simplify our quoting process. Would you be able to ad our company to the beta test of this function? We are currently building out the products in Pipedrive and one click quotes from Pipedrive would speed up the sales process significantly.
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Would be thrilled to beta-test a quoting functionality. Just started testing pipedrive vs hubspot who offers quote generation but is very expensive for a startup
Was excited to move forward with pipedrive once I tested the products module but was heart broken when I realized quotes were not covered. I tried the third party apps and like the user experience with paycove the most. It was pretty seamless with pulling products from pipedrive. What I found frustrating was having to manage multiple tools to do all the things, not to mention the added cost. Thanks! 0 -
Mike van der Valk said:
@Christopher Daly we're actually working on a project in this area. @Jess Stacey are we looking for Beta testers? Perhaps Christopher here can join the testing?
@Mike van der Valk did this get developed? Thanks.
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Mike van der Valk said:
@Christopher Daly we're actually working on a project in this area. @Jess Stacey are we looking for Beta testers? Perhaps Christopher here can join the testing?
Hi @Tony Pease !
Yes it did, it's the Sales Documents feature and you can learn all about it:
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