Quoter + Pipedrive

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.

Quoter + Pipedrive

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?

Get the power of Quoter and sync data with Pipedrive.

Integrating Quoter with Pipedrive enables a more seamless, automated, and error-free quoting process, leading to improved productivity, more accurate pricing, and better overall service delivery.

Create or Select an Existing Pipedrive Contact
When creating a Quote in Quoter, you can search for an existing Pipedrive Contact or create a new one automatically.

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.

Template Pipieline Mapping
Quoter allows mapping between Quoter Quote Templates and Pipedrive Pipelines.

Automatic Status Updates
When a Quote is won or lost, Quoter will update the status of the Pipedrive Deal Opportunity according to the mapping settings you configure.

All your quotes in one place
Track performance, follow up on pending deals and collaborate with the team more efficiently from within Quoter.

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:

Book a demo and we’ll show you how your CRM can seamlessly integrate with Quoter

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