Quote and Contract Flow

Sound Originals
Sound Originals Posts: 1
edited July 21 in Sales CRM #1

Hi! I'm trying to setup a flow for clients where I send a quote, they configure their product selections, sign a contract and pay the invoice. Is this possible using 1 flow?

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  • Arthur_70084
    Arthur_70084 Posts: 74
    edited March 8 #2

    Hello @Sound Originals 

    Yes this kind of things is possible trough workflow but not only with Pipedrive you have to use exertional solution. 

    Personally I'm an integromat / make expert, this tool allows you to create workflow and links several apps between each other.

    If you want, we can discuss this project together. 

    You can reach me here and book a free visio call : https://calendly.com/soustellepro/free-30-minute-audit-and-consultation?month=2022-03 

    Arthur

     

     

  • Why can't I simply send the quotation I generate in the deal? .. this is a simple feature in HubSpot .. and it can be sent with a URL linked to your company's domain. For example: http://sales.hoopoe.digital/quotationX