Add note to deal in Pipedrive when quote is sent in SumoQuote

Add a note to your Pipedrive deal when a quote is sent for signatures in SumoQuote, ensuring that the status of the estimate is documented for clearer tracking and improved deal management.

Add note to deal in Pipedrive when quote is sent in SumoQuote

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Overview

Add a note to your Pipedrive deal when a quote is sent for signatures in SumoQuote, ensuring that the status of the estimate is documented for clearer tracking and improved deal management.

Add note to deal in Pipedrive when quote is sent in SumoQuote