looking for a decent quoting system through smart doc

Craig Beaumont
Craig Beaumont Member Posts: 66
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edited July 2022 in Sales CRM #1

Hi All, I am looking for a decent quoting system through smart doc, but struggling with lack of detail in the product and pricing fields. any ideas out there.

Asking for advice + SmartDocs + Quotes 

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  • Jason Rainbird
    Jason Rainbird Member Posts: 4
    First Anniversary Photogenic
    edited July 2022 #2

    Hi Craig, 

    Quick question  - do you still want to use SamrtDocs or a 3rd party quoting tool? We work with a number of different platforms but I'll need more details, please? 

     

  • Craig Beaumont
    Craig Beaumont Member Posts: 66
    First Anniversary 5 Up Votes Name Dropper 5 Likes
    edited July 2022 #3
    Jason Rainbird said:

    Hi Craig, 

    Quick question  - do you still want to use SamrtDocs or a 3rd party quoting tool? We work with a number of different platforms but I'll need more details, please? 

     

    Hi Jason

    I would like to use Smart Docs, I have just rolled out Pipedrive to our team, as CRM and happy with workflow, we curranty use EZY a vey old lashed together quoting system.

    I would like to use Smart Doc as I don't want to add a 3rd party app to our system. as my team are just getting up to speed with Pipedrive and something else would be a challenge for them,  do have a bit of experience with panda docs.

  • Jason Rainbird
    Jason Rainbird Member Posts: 4
    First Anniversary Photogenic
    edited July 2022 #4
    Jason Rainbird said:

    Hi Craig, 

    Quick question  - do you still want to use SamrtDocs or a 3rd party quoting tool? We work with a number of different platforms but I'll need more details, please? 

     

    Hi Craig, 

    Would you be able to email me a copy of one of your quotes? jasonr@flowbird.co.uk

    With SmartDocs, are you using Google or Word? For example, if you were using GoogleDocs, you could use an add-on called QuoteBee inside the proposal. 

    Jason 

     

     

     

  • Craig Beaumont
    Craig Beaumont Member Posts: 66
    First Anniversary 5 Up Votes Name Dropper 5 Likes
    edited July 2022 #5
    Jason Rainbird said:

    Hi Craig, 

    Quick question  - do you still want to use SamrtDocs or a 3rd party quoting tool? We work with a number of different platforms but I'll need more details, please? 

     

    Thanks for getting back to me, On Its way, 

    Craig

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