I have a kick butt excel spreadsheet that does our quoting. (Judge if you like, but this is the best looking quote in our industry in Australia)
A little situational background:
Our sales team use 1 spreadsheet per client, they take 3-5 mins to fill out basic details on one sheet, and the quote is on a seperate sheet.
My question is...
Iif I create a sheet in the file that has dedicated merge fields, is there a simple way(salesteam freindly) of importing the fields into pipedrive to create a new contact and deal + fill out the essential sidebar 'details' (i.e job date, installer, product type etc
Would working some excel macro magic work? (I could contract someone??).
Is this something that can be developed by a pipedrive devleoper?
Thanks in advance.