Pipedrive + QuoteCloud
Create QuoteCloud documents from new Pipedrive activities
Boost your sales process by instantly generating documents whenever a new activity takes place in Pipedrive. This automation creates a polished document in QuoteCloud, making it easier to provide professional presentations and maintain a consistent brand image. Focus more on closing deals and less on manual document creation, so you can stay productive and efficient.
Boost your sales process by instantly generating documents whenever a new activity takes place in Pipedrive. This automation creates a polished document in QuoteCloud, making it easier to provide professional presentations and maintain a consistent brand image. Focus more on closing deals and less on manual document creation, so you can stay productive and efficient.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document
Creates a document with user details and proposal template and pricing information all potentially supplied.
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- 14 day trial for premium features & apps
