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Can you create multiple quotes under one deal?
Hi there We use products and Sales Docs to create our quotes, which works brilliant until we want to create options for a client. For example maybe we are quoting for a 100 chairs in green fabric but 100 chairs in leather is a different price, and we want to easily show the price difference. We can't put the options on one…
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How do you generate quotes and proposal with pipedrive?
Hi there, we are a SaaS Business and are wondering how others automatically create quotes and proposals. Looked in the marketplace and it seemed that there aren't a lot of apps which seems to solve this problem. Any help or hint is highly appreciated. Thanks Mathias
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Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC
Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page? How is everyone accepting payments after the client signs a proposal? I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.
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Asking for Proposal and Contract Integration Feedback
I am currently looking into Formstack for our proposal and contract integration, and there aren't any reviews with the integration capabilities. Is anyone utilizing Formstack as their proposal and contract solution? If not, what are others using?
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Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedr
Hi there, what digital e-signature software syncs up with Pipedrive the best? I am aware that pipedrive has its own system, but we have over 30 people on our account and this would mean doubling our subscription price!
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Proposal template for two product groups - advice needed
Hi, I need to make proposal template which will have this structure: Intro Table with product lines related to e.g. materials [Product name (product name)] [Product unit price (product unit_prices)] [Product quantity (product quantity)] [Product amount (product amount)] Some additional general descriptions And second table…
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Volume pricing
Hi, I have a sales model that uses Volume Pricing eg 1 item costs $100; 20 items cost $90 each; 50 items cost $80 each, which makes quoting currently a very manual process. The usual way recomended to handle this is to create a separate product for each price level. Now, this would work nicely if I only had a few products,…
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GetAccept vs. PandaDoc
If you have tried both of these integrations, I would love to hear some pros vs cons. Thanks,
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Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
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New: OneDrive and Sharepoint now in Sales Documents! 📄
Why? Work with your everyday business applications: now you can integrate Sales Docs with leading cloud storage service platforms like OneDrive or SharePoint (as well as with Google Drive, which users could integrate already) to ensure your documents are kept secure and accessible, all in one place. For whom? Users in the…
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New: eSignatures in Sales Documents for Enterprise and Professional ✍️ 📄
eSignatures in Sales Documents We’ve added eSignatures to our Sales Docs feature so you can get documents signed using Pipedrive, without needing extra software or having to print and scan copies. eSignatures is currently in Beta and during that time you can enjoy the unlimited usage of it (exclusive for Pro and Enterprise…
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Sales Documents + MS Word - Usability tests!
Usability tests - Want to try Sales Documents working with Microsoft Word and OneDrive? ⚠️ Update: Good news, this is now live! 🚀 See more here. ⚠️ ****************************************** Hi everyone! We have been cooking new features to help you out closing deals faster by automating your quotes and proposals…
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Hey everyone! Guilherme from Pipedrive research team here :).
Quick question: Do any of your custo
Hey everyone! Guilherme from Pipedrive research team here :) . Quick question: Do any of your customers sign your documents digitally?
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Proposal template
Hello am lost and i can't create a proposal template with pipedrive am using a professionel microsoft account to attach my docuement but when i opened it i can't found the pipedrive field to do mapping i missing some steps am sur can i have some help please guide, video or suggestion thanks a lot
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Wir suchen Unterstützung, um formatierte Angebote direkt an unsere Kunden zu senden
Hello, wir suchen Unterstützung um direkt aus pipedrive schickformatierte Angebote (wahrscheinlich pdf) an unsere Kunden zu versenden, die sie dann elektronisch unterschrieben an uns zurück schicken können bzw ausdrucken / unterschrieben / einscannen (je nach dem wie sie drauf sind. Die Produkte sowie die Kontaktdaten der…