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QuoteWerks Integrates with Pipedrive
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Pipedrive OverviewIn this short video we introduce you to the integration between Pipedrive and QuoteWerks Desktop. This includes pulling in contacts and products from Pipedrive, creating and updating deals, and converting deals to won.
Create Winning Quotes and Proposals
Enhance your Pipedrive quoting experience by integrating QuoteWerks as your CPQ software solution to streamline the quote and proposal process, giving you a better chance to win every opportunity.
Use QuoteWerks, sales quoting and proposal software solution, as a tool in your CRM and Quote-to-Cash sales process.
QuoteWerks Edition Requirements
The QuoteWerks Pipedrive integration is available in the Professional and Corporate Editions of QuoteWerks Desktop. All Editions of QuoteWerks Web support the Pipedrive Integration as well.
How QuoteWerks Integrates with Pipedrive
- QuoteWerks leverages your existing Pipedrive Organizations and People
- Automatically creates and updates Pipedrive Deals
- Creates products and Services in Pipedrive and attaches them to your Pipedrive Deals
- Use your Pipedrive Products & Services in your QuoteWerks Quotes
- Attaches PDFs to Pipedrive so people in your organization without QuoteWerks can view quotes
- Associate QuoteWerks Quotes and Proposals to an existing Pipedrive Deal
- Create New Pipedrive Organizations and People from QuoteWerks
QuoteWerks Searches the Pipedrive Database for Contacts
From our Sold To / Ship To tab of the QuoteWerks quote workbook, you can search the Pipedrive database by name, phone, organization name, organization phone, person first name, or person last name. QuoteWerks will fill in the contact information in the quote by pulling the contact information from the contact that you searched for. You will never have to re-type your customer information.
QuoteWerks Creates Document Attachments in Pipedrive
When saving a quote, QuoteWerks automatically creates a link to the quote under the Files tab in the Pipedrive Deal. You can even click on the attachment and QuoteWerks will open and display the quote the attachment refers to. This feature is very useful for organizing and finding your quotes from within Pipedrive. If this is a remote install or satellite office, opening that document link will import that quote into that QuoteWerks installation.
QuoteWerks Creates/Updates Sales Deals in Pipedrive
When saving a quote, QuoteWerks automatically creates a Deal in Pipedrive. When you are in Pipedrive, you will see the sales deals and their sale amounts for each quote you have created for this contact. The Deal feature is very useful in determining your projected cash flow.
Include product/service line-item detail with the Pipedrive Deal
When a Deal is created in Pipedrive you have the option to include line-item detail or represent the quote items using a summary line. Writing line-item detail into a Pipedrive Deal can be useful as it provides granularity into what is actually being sold without having to leave Pipedrive.
QuoteWerks Creates Products and Services in Pipedrive
When creating Deals in Pipedrive, if line-item detail is selected to be included with the Deal, those products and services will be created in the Pipedrive products database for future use. In fact, you can even use this feature to completely populate your Pipedrive product database (effectively importing products into Pipedrive) with products from QuoteWerks product databases or your QuickBooks items list.
Use Pipedrive Products and Services in QuoteWerks
QuoteWerks enables you to use the products you already have in Pipedrive. QuoteWerks can link to the Pipedrive products database as a Product Data Source. From within QuoteWerks, you can search the Pipedrive products database and add these products to your QuoteWerks quote.
QuoteWerks Creates New Pipedrive Contacts
From within QuoteWerks, you can enter a new lead in the quote and simply click on a button to create that company and contact in Pipedrive.
QuoteWerks is fully integrated with Pipedrive
While working in QuoteWerks, you can easily launch the contact or Deal that you are working with. You can launch the contact anytime in Pipedrive from the Sold To/Ship To tab in QuoteWerks. While updating an existing Pipedrive Deal, you can easily view them in Pipedrive with a click of a button ensuring you have a seamless integration with Pipedrive.
