01
Send Quotes to existing Pipedrive Deals
When a Quote is created in Quoter, an existing Pipedrive Deal can be selected or it will be created in Pipedrive. A PDF version of the Quote will be attached to the Deal in the History area.
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Quoter integration
Pipedrive
Quoter + Pipedrive
Integrate Quoter with Pipedrive, our most popular CRM Integration. Sync contacts and push quotes directly into Pipedrive to automate your sales process.
Our quoting software integrates seamlessly with Pipedrive CRM. Save your team hours spent creating and tracking quotes. Close deals faster and bring team visibility into sales performance.
Pipedrive CRM is a cloud-based sales management tool designed to help small and medium-sized businesses streamline their sales processes. It focuses on pipeline management, offering features like deal tracking, activity scheduling, email integration, and reporting.
Legacy integration content
What is Pipedrive?
Pipedrive CRM is a cloud-based sales management tool designed to help small and medium-sized businesses streamline their sales processes. It focuses on pipeline management, offering features like deal tracking, activity scheduling, email integration, and reporting.
Quoter integrates with Pipedrive.
Why Quoter + Pipedrive?
02
Template Pipieline Mapping
Quoter allows mapping between Quoter Quote Templates and Pipedrive Pipelines.
How to integrate Pipedrive + Quoter?
When signed in to your Quoter Account, navigate to Settings > Integrations to select Pipedrive under CRM integrations.
Follow the step-by-step guide below: