• Enable integration

    Navigate to “Settings” – > “Integrations” and find the PipeDrive logo. Click to enable the integration, fill in your PipeDrive token.

  • 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.

  • Send Beautiful Proposals

    Now send a beautiful proposal to any client in seconds and automatically have a deal created in PipeDrive.