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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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Why can't you create and send quotes in pipedrive?
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…
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Smartdoc automation for Slack/teams/Asana
When we send a quote/proposal to a client through the PipeDrive Smartdoc feature, we should create an automation that connects with Slack/teams/Asana or other software when the client signs the quote or even create a follow-up activity. That way we'll be able to know and not miss any Signed documents. My team sends up to…
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Tax Exclusive option
Hi, I'm a new user and wanted to use the PipeDrive Smart Doc feature, but it won't let me add the exclusive button, therefore I can't use the smart doc do to detailed quotes and invoices.
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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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Generating a Quote Number
Hi All, Any ideas on if Pipedrive can generate a quote number? or does everyone still run with a quote register along with Pipedrive Thanks Darren
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Help: I'm Tired of Errors in Sales Quotes and Long Lead Times
Hi all! So, I am currently working in the manufacturing industry as a Sales Manager. We design and produce refrigerated display counters, display cabinets, cold rooms and freezer rooms. Within our company we have different departments such as sales, engineering and production with different systems being used. A flawless…
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DEFAULT Image for Products - Custom Field "Product Image"that drive sales!
Upvote this one if'n it makes sense to you. Need a Product custom field option for "Image" - quick code sprint :) Ex: I add the "Product Table" to a Template document (Google Doc), and when an item "product" is added to the deal, on the template it will add the image for the Product on the table. This can be used for…
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looking for a decent quoting system through smart doc
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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Quote Formatting Issue
Hi I have created a quote template and product list looks fine when its in word format but when I am saving the document to send to the client the alignment of list is changing. Please see attachment. Can anyone suggest what can be done to fix this?
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Does anyone here know if Quotient can work with Pipedrive?
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Does Pipedrive have quotes?
Hi, I came to pripedrive after reviewing other CRMs, and it looks good, until I find that it doesn't have a quote tool, I'm I missing something? How can I have a quote in a deal in pipedrive. Regards
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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Documents - google.com refused to connect
I am trying out the Documents Beta, and when I go into Edit Blank Document for quotes, I receive a notice that says "accounts.google.com refused to connect" I made sure my google account permissions were set for Pipedrive and they are. Not sure whats the issue?
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Problem creating quotes
I use pipedrive for CRM. I use Xero for accounting management. I am trying to find a way to send a quote in Pipedrive. Once a quote is accepted I will send the client an invoice for their product. Seems easy but the staff at PIpedrive have not helped in 8 months. I am looking to move on to make my life easier. If you can…
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BUILD A QUOTE BUTTON ONTO DEALS WITH PRODUCTS.
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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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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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Quote/estimate in foreign currency.
My company is located in Canada and we carry a vehicle that is priced in USD. I am looking for help to include in my quote that will protect me should the USD change dramatically. I am looking to protect both the company and our clients.
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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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quotations
We operate an engineering company which relies on winning specific metalwork packages for construction projects. In order to submit our prices to various building companies which are tendering on these projects we need to submit supply and install (sometimes supply only) quotations. Submitting quotations at tender stage…
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Quoting of different product types
I am looking for ways others are creating quotes for products of different types. For example my company has a system we sell that includes hardware and software licenses. We also sell services that are set at a certain cost whenever that service is utilized. I am looking for a way to quote both items out of pipedrive in…
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
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Margin or purchasing price option to realise quotes
Hi there, Realising quotes directly on Pipedrive since recently, I realised that there is a major option missing. Indeed, you don't see anywhere the purchasing price or the margin on each product so it is really difficult to calculate your sales price quickly. It would be great if we could have the purchasing price or…