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Quotes
Quotes
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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 to create Xero Quotes....   +quotes +quotations

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 flow of information between our departments is key, as I need information from other systems (such as CRM, CAD, PDM and ERP) as input for my sales quotes. For instance, I might need to retrieve pricing information from ERP and process it into my sales quote tool.

In my daily work, I struggle with spending an enormous amount of my time on manually putting this information from other systems into my quote tool. Most importantly, having to do this manually results in errors in my sales quotations and long lead times.

I'm very curious to learn about your situation. Do you experience similar problems with errors in quotes and long lead times as a result of poor system integration? And what would be the ideal solution to fix my problems?

Post
Quotes
Shubhi Joshi
Group Marketing Manager

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?

Does anyone here know if Quotient can work with Pipedrive?