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Quotes
Quotes
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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 help please do. If you can't help with the quoting process please tell me what CRM you recommend to help me with this issue. 

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 quotes to include an image of the product so customers see exactly what they are ordering, brand / product awareness and removes issues like "I thought that part number was that other thing".

Additionally you can quickly... (More)

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 Advanced, Professional, and Enterprise plans.

How does it work?

❓Are you a OneDrive/Sharepoint user? Are you going to start using this integration right away? Comment below.

🔎 Learn all about Sales Documents with our Knowledge Base tutorials and our blog article in your preferred language.... (More)

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.