Pipedrive Integration Overview
The Pipedrive Integration is available in all editions of QuoteWerks Web.
Looking for the QuoteWerks Desktop integration with Pipedrive?
People (Contacts)
Search and pull Pipedrive people into quotes
Create new people in Pipedrive from QuoteWerks contact data
View the contact in Pipedrive directly from QuoteWerks
Organizations (Companies)
Search and pull organizations into QuoteWerks Web
Create new orgs in Pipedrive from QuoteWerks
Keep customer association aligned between quoting and CRM
Deals (Opportunities)
Create or update Deals when saving a quote
Automatically update deal amount, stage, and close date from quote changes
Attach quote PDFs and files directly to the Deal
Open the Deal in Pipedrive with a single click
Products
Search and select products stored in Pipedrive
Keep your quoting aligned with the latest catalog information
Create new products in Pipedrive when needed
Email Activity / History
Emails sent from QuoteWerks Web can be automatically logged as activity on the associated Pipedrive record
Provides clear cross-team visibility into customer communication
DataLink Field Sync
Supports transferring mapped fields between QuoteWerks and Pipedrive for Contacts, Deals, and new Product creation
Why Extend Pipedrive with QuoteWerks
Speed
Quote in minutes instead of hours
Brand Control
Consistent proposals every time
Accuracy
Prevent margin mistakes
Visibility
Forecast revenue with confidence
The QuoteWerks Web Integration with Pipedrive - Detailed Overview
QuoteWerks Searches Pipedrive 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 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, integrated vendors/distributors, 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 Web 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.
