Click on the Deals tab on the left hand side of the window. Here you will configure the Deal Actions and Deal Detail settings as described below. Deal details will only show if "Write Product into Deal" is selected.
Deal Actions
Completion of Deal to "Won"
This setting controls when an Deal is created in Pipedrive from a document in QuoteWerks. Often times this will be set to Automatic when converting to an Order, but you have other options as listed below.
oAutomatic when converting to Order
oAutomatic when converting to Invoice
oNever
Update Pipedrive Deal name with Document name
If selected, the Pipedrive Deal name will be updated with the QuoteWerks Document name.
When converting to order/invoice, and there is no existing deal, prompt to create a won deal
If selected, when you convert a Quote to an Order or an Invoice you will be prompted to create a won deal in Pipedrive. If this is left unchecked a deal will not be created. If a deal already exists you will still get prompted to convert it to won.
Return existing deals by which contact type
Here you can choose how you want existing deals to display when creating/updating a deal. You can choose to return existing opportunities connected to the Person or the Organization.
Write products into deal
If selected, items from the QuoteWerks document will be written into the deal in Pipedrive.
Deal Details
Line Handling
Write a single summary line item into the Pipedrive deal
oThis will create a single line in the deal representing the combined cost, price, and other attributes from the QuoteWerks document line items.
Write line item detail into the Pipedrive deal
oThis will write every line from the QuoteWerks document into the deal.
If you choose "Write a single summary line item into the Pipedrive deal" additional setting options will appear as outlined below:
Product ID Mapping - Map QuoteWerks Fields
Here you will set which QuoteWerks field to map the Pipedrive Item# to. The Item# is the unique product identifier in Pipedrive. Most often this will be mapped to the Manufacturer Part # as this is the unique identifier in the QuoteWerks system. You can however choose to map this field to a number of other QuoteWerks fields including CustomText fields. If you choose to map to any field other than Manufacturer Part # you will be able to set how QuoteWerks assigns a part number by clicking on PartNumber Generation options.
Here you will have the option to select:
oDo not auto-generate - this will not create a part number if one does not exist in Pipedrive
oAuto-generate using macro - this will generate a part number using a custom macro if one does not exist in Pipedrive
oAuto-generate using macro based on QuoteWerks ItemType - this will generate a part number based on the QuoteWerks ItemType. For ItemTypes that are not mapped you can create a custom macro to generate a part number for you
Each Pipedrive deal item must have a part number. If the field mapping results in an empty part number, then you can set how each item will be assigned a part number in the section below Pipedrive Item#.
For grouped bundles, only create a single summary product in Pipedrive (not the individual group items)
Selecting this box will send only the group header to Pipedrive for grouped bundles. This means that the individual items in the group will not be sent over, but the summary line will reflect the price for all items in the group.
