Pipedrive + Quotient

Update deals in Pipedrive when quotes are declined in Quotient

Efficiently manage your sales trajectories with this streamlined workflow that springs into action once a quote is declined in Quotient. It captures that crucial information and applies it to the Deal Update process in Pipedrive. This improves visibility and response time, helping you take immediate steps to revise quotes, enhance customer engagement, or gear the team towards potential opportunities. Minimize lost sales and be on top of your pipeline progression all in one easy step.

Efficiently manage your sales trajectories with this streamlined workflow that springs into action once a quote is declined in Quotient. It captures that crucial information and applies it to the Deal Update process in Pipedrive. This improves visibility and response time, helping you take immediate steps to revise quotes, enhance customer engagement, or gear the team towards potential opportunities. Minimize lost sales and be on top of your pipeline progression all in one easy step.

  1. When this happens...
    QuotientQuotient
    Quote Declined

    Triggers when a Quote is Declined.

    TriggerInstant
  2. automatically do this!
    PipedrivePipedrive
    Update Deal

    Updates an existing deal.

    ActionWrite
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Supported triggers and actions

    • EmailRequired

    • First NameRequired

    • Last Name

    • Company

    • Phone

    • Address Type

    • Address Street

    • Address City

    • Address State

    • Address Zip

    • Address Country

    Action
    Write
    • Activity filterRequired

    Trigger
    Polling
    Try It
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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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quotient logo

About Quotient

Quotient is online quoting that enables your customer to pick-and-choose, ask a question, and ultimately accept your offer.
Learn more

Related categories

  • Proposal & Invoice Management