TanamiGold enables a fully functional integration between QuoteWerks and Pipedrive.
The following features are included with the integration between QuoteWerks and Pipedrive.
- Add organization, person and address details to your quote
- Link to a deal or create a new one (when saving the quote)
- Map field values both ways between QuoteWerks and Pipedrive
- Update a deal
- Update or create a deal
- Change pipeline and stage
- Update the deal value
- Update the deal percenatge
- Change the deal status to Won or Lost
- Create, Edit and Delete activities/tasks linked to the deal
- Add notes to the deal, and pin them if required
- Update the PDF version of the quote to the deal.
- Create a link in the deal to open the quote in QuoteWerks
- Create Address Groups, as a group of related custom fields and define them as an address.
- Control when the update to Pipedrive window appears by document status
To request a 15 day trial of the software, please fill in the form here
The video below is from Version 2. An updated video is on the way, but this will give you a good idea of how the integration works.