It starts with a deal in your pipeline.
The contact, the organization and the products are already on the Pipedrive record.
From Pipedrive deal to signed quote.
Connect QuoteCloud to Pipedrive and build quotes and proposals from the deal, with its contact and products already filled in.
No credit card required
Watch one deal travel from pipeline to won.
Deal, quote, tracking, signature and a closed deal: five steps, typed once.
The deal fills in the quote.
Contact, pricing and product details merge into your QuoteCloud template, so nobody retypes them.
Explore quoting softwareSend it, and watch the status in Pipedrive.
See when the document is sent, viewed, commented on and completed, right on the record.
See how it connectsYour buyer accepts and eSigns.
Legally binding eSignatures on any device or in person, with nothing to print or scan.
About eSignaturesSigned, and ready to mark won.
The completed status shows on the deal, so you can move it to Won the moment the ink is dry.
What QuoteCloud adds to your Pipedrive deals.
Documents, deal data, signatures, payments and status, working as one flow.
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Documents live on the record.
Create and open documents linked to Pipedrive deals, contacts or organizations, so the paperwork sits with the sale.
Document generation -
Deal data merges itself in.
Variables fill your documents with contact, opportunity, pricing and product details from Pipedrive.
Proposal software -
Signed on any device.
Buyers accept and eSign on a phone, a laptop or in person, and it is legally binding.
eSignatures -
Paid as the quote completes.
Collect a credit card or EFT payment through Stripe when your buyer completes the quote.
Payment integrations -
Know who opened it, and when.
Document statuses show inside Pipedrive, and analytics tell you who viewed, commented on and completed each one.
Collaboration
Connect Pipedrive in three steps.
Setup takes minutes. There is no code to write, and you do not need a developer.
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Connect your Pipedrive account
Link QuoteCloud and Pipedrive in minutes, with no code.
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Choose a template
Start from your template and content library, in your own branding.
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Create documents from your deals
Deal details fill in, and the document's status shows in Pipedrive.
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Deal, contact or organization
Linked document
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Products and pricing
Interactive quote
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Document status
Visible in Pipedrive
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