Skip to main content

Quotes
Quotes
  • Click "Follow" to always stay posted. ↗️
  • Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
  • Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.

 

6 followers
2 questions
23 posts

Interested in this topic?
Sign up up or log in now to follow this topic, join the discussion, and always stay updated.

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.

Post
Quotes

Generating a Quote Number

Hi All,

Any ideas on if Pipedrive can generate a quote number? 

or does everyone still run with a quote register along with Pipedrive

Thanks

Darren