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Proposify
Proposify
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Community Roundup - Volume 9 🗣️

2021 may still be recovering from the champagne and confetti but in Community we hit the ground running. 

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🔥  Happy New Year Emails: 8 Templates for Your New Year Email Campaign

🔥  How to Use Pipedrive to Automate Estimation Workflows

🔥  Can You Automatically Unfollow Deals When Ownership Changes?

 

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Estimating workflows

Hi all,

I am new to pipedrive and hoping to use the platform to automate our estimating workflows including internal check sheets, resource coordination and submissions.  Do you have advice on how to get started?