Why can't you create and send quotes in pipedrive?

James Crawley

Surely quotations is an integral part of most sales processes, so I can't fathom why this functionality doesn't exist, especially when invoicing does ( and is fully integrated into Xero accounting and works perfectly) and you have to rely on third party apps.  Presumably the same API that creates xero invoices can be used to create Xero Quotes....   +quotes +quotations

Andre Vill - DominateSales.io

Hi James!

Pipedrive has an add-on called Smart-Docs which maybe could be a bit of help on this.

Check it out here

mobileforce-cpq

Hi @James Crawley

We are a new CPQ/Quoting partner of Pipedrive.

Are you still looking for a quoting solution for your Pipedrive CRM?

Our robust CPQ add-on app is fully integrated inside a Pipedrive deal to help you generate a branded quote document in minutes, and can address many of your needs including integration with external data sources during quoting. We support full product catalog, configuration, pricing and discounting rules, multiple price books, and currencies, and different pricing schemes such as volume/tiered/block pricing, automatic quote or proposal document generation, eSignatures, and customizable forms supporting the quote process.

We'll be happy to discuss if our CPQ for Pipedrive solution would be of interest to you.

Thanks

Mobileforce Team

www.mobileforcesoftware.com

Bethany H.

Hello. Is the possibility of creating quotes in deals still in discussion? I appreciate the ability to create invoices in PipeDrive, but am also interested in quotes.

BohdanD

https://community.pipedrive.com/discussion/9137/why-cant-you-create-and-send-quotes-in-pipedrive

Good question, no straight answers 😂. Why is there no Quoting module??

Pipedrive User 164

https://community.pipedrive.com/discussion/comment/38602#Comment_38602

You can use smart docs for quotes in pipedrive. Id also check out Qwilr or Better proposals.

KPI

This part is infuriating. Has anyone found a good solution? I'm having to do double entries - estimate in QBO and in Pipedrive as a deal. Makes no sense.

Adam_ph

I'm wondering if Pipedrive has had any thoughts on this. We have products and invoicing, surely adding quotes would fall in place now?

Matthew_S (Extraflow.io)

Hi @Adam_ph @KPI @Bethany H.

We just launched a new app for quoting, estimating, and proposals right in the PD interface - Extraflow.

You can try it right now and decide how well it solves your problems.


Key Features of Extraflow:

• Seamless Integration with Pipedrive: Extraflow works right inside the Pipedrive interface, allowing you to create and manage quotes, estimates, and proposals without switching between multiple apps.
  
• Seamless Product Catalog Integration: Use your existing product catalog from Pipedrive directly in Extraflow. Automatically pull product details, pricing, and descriptions into your estimates, quotes, and proposals, saving time and ensuring consistency across all documents.
  
• Autofill Data from Deals: Automatically populate your estimates, quotes, and proposals with relevant data from your Pipedrive deals, such as client information, deal value, and product details. This feature streamlines document creation, reduces manual entry, and ensures accuracy.
  
• Customizable Estimate, Quote, and Proposal Templates: Save time by using customizable templates that match your branding and business needs.
  
• Multiple Estimation Options: Prepare different options for your clients using our flexible estimation blocks.
  
• Tax & Image Add-ons: Add taxes and images to line items with ease, making your quotes more comprehensive and professional.
  
• Manage Multiple Documents in One Deal: Easily handle multiple estimates, quotes, and proposals within a single deal, keeping all your documents organized and accessible.

Try Extraflow Free for 7 Days!

Adam_ph

@Matthew_S (Extraflow.io) Until it integrates with Xero, it is a no-starter. It would need to be able to create an invoice in Xero when the proposal is accepted.