The integration with Pipedrive includes the ability to search for accounts, contacts, and products, create/update Deals, and upload quote attachments to Pipedrive. DataLink is supported for contacts, deals, and creating new products. Once configured, the Pipedrive Product Database will be available in the Product Lookup Window. You can attach files to the Pipedrive deal from the PDF Preview window, the Links tab, and the Print window.

There is a button on the SoldTo/ShipTo tab to display the SoldToContact, ShipToContact, or BillToContact in Pipedrice. There is a link on the Links tab that you can click to view the Pipedrive Deal in Pipedrive. Additionally, emails sent from QuoteWerks are logged in the Pipedrive. The Professional or Corporate Edition of QuoteWerks is required to integrate with Pipedrive.

For more information on the Pipedrive integration, please see:

•Setting up the Pipedrive Integration

oSetting up the Pipedrive Integration in QuoteWerks

•Pipedrive Account Tab

•Pipedrive Deals Tab

•Pipedrive Settings Tab

•Pipedrive User Mapping Tab

•Pipedrive Category Mapping Tab

•DataLink Setup

•Using the Pipedrive Integration

oQuoteWerks searches for your Pipedrive Contacts

oAutomatically create and update Deals

oAttach Additional Documents/Files to the Deal

oCreate Document Attachments

oCreate new Pipedrive Accounts and Contacts

oCompleting or Updating a Completed Sale in Pipedrive