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Proposals
Proposals
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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?

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 which is related to e.g. work

[Product name (product name)]      [Product unit price (product unit_prices)]            [Product quantity (product quantity)]         [Product amount (product amount)] 

Some description of work which will be done

 

Total Sum of both product tables.

 

And the question is, HOW to make two tables (e.g. limit it/filter it by product category). I am stucked and I dont know if it is even possible in Pipedrive

 

Thanks for any guidance and advice!

 

Mathias Jonsson
Owner of ContractorWebsites.ca

Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC payments?

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.

 

 

Stephen Silk
Owner and chief dogsbody

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, but I have around 130 000 of them with 5-7 price levels each, so it's not a practical solution for me.
I can think of three ways to handle this:

  1. The software handles it natively. Which would be the best solution, but as I've been looking for something that does for several years now, I'd be surprised.
  2. The product field can be modified so that it presents a drop-down list of the quantities and then inserts the appropriate price for the quantity range selected.
  3. Some way of setting the price per quantity up as some sort of variant, but I have no idea how I would do it, especially as I already have several variants for my products.

So, my question is Will Pipedrive handle any of these options, or can anyone think of another solution please?

Stephen Silk