Quoter + Pipedrive
Quoter + Pipedrive
Quoter’s quoting software integrates seamlessly with Pipedrive CRM.
CRM
Pipedrive Quote Integration Features
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When creating a Quote in Quoter, you can search for an existing Pipedrive Contact and Deal, or create new ones automatically.
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When a Quote is created or updated in Quoter, the Pipedrive Deal will be updated with the value of the Quote.
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When a Quoter Quote is won or lost, Quoter will update the status of the Pipedrive Deal Opportunity according to the mapping settings you configure.
“The best part about quoter is the ease of use and how it easily links with our other platforms (PipeDrive, Basecamp, Slack, Autotask). Our rep is incredibly responsive and super helpful.”