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QuoteWerks Help
Version 25 (Build 3.00) 
September 4, 2025
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This section takes you through using Pipedrive with QuoteWerks. This will allow you to pull Pipedrive customer records into sales quotes, create Pipedrive opportunities, and much more using a single application: QuoteWerks.

 

The Integration features include:

QuoteWerks searches for your Pipedrive Contacts

Automatically create and update Deals

Attach Additional Documents/Files to the Deal

Create new Pipedrive Accounts and Contacts

Completing or Updating a Completed Sale in Pipedrive

Linking to the Pipedrive Products List