Create and deliver presentations, quotes, proposals and contracts from within your favourite CRM.
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Enable integration
Navigate to “Settings” – > “Integrations” and find the PipeDrive logo. Click to enable the integration, fill in your PipeDrive token.
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Enable in PipeDrive account
Now you must enable the integration from PipeDrive. Upon PipeDrive gaining access to Quote Roller, PipeDrive will be able to connect proposals to deals in PipeDrive.
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Send Beautiful Proposals
Now send a beautiful proposal to any client in seconds and automatically have a deal created in PipeDrive.
