NiftyQuoter + Pipedrive
Import clients, create and send great proposals with NiftyQuoter and then export a proposal as a new deal to Pipedrive. Proposal's status and new comments will be then automatically synced to Pipedrive.
It does not import/export products from/to Pipedrive.
It does not import/export products from/to Pipedrive.
Import clients
Integration with Pipedrive allows you to easily import all your clients from Pipedrive to NiftyQuoter with one click of a mouse.
Export proposals
Exporting a proposal from NiftyQuoter to Pipedrive creates a new deal. Proposal's status is automatically synced to this deal. You can also link a proposal to an existing deal.
Save emails to Pipedrive
Set your Pipedrive's dropbox email as BCC for outgoing emails so that all these emails will be saved to your contact in Pipedrive.