Create accurate quotes with QuoteWerks - keeping your Pipedrive deals up-to-date. Automate pricing, e-signatures, and payments to close faster.

Deliver professional, accurate quotes in less time with QuoteWerks.

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

Integration features

• Create and update quotes directly from your Pipedrive deals
• Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
• Automatically update deal values when quotes are created or changed
• Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
• Log quote activities and track approvals inside Pipedrive
• Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

Learn more about this integration

Book your demo today

Getting started with QuoteWerks for Pipedrive is simple. Once installed, you can connect your QuoteWerks account to Pipedrive and begin creating quotes directly from your deals.

Setup steps:

• Install the QuoteWerks app from the Pipedrive Marketplace.
• Open QuoteWerks and go to Integrations > CRM > Pipedrive to connect your Pipedrive account.
• Sign in with your Pipedrive credentials and grant access to QuoteWerks.
• Configure your integration preferences, including how contacts, deals, and products should sync between Pipedrive and QuoteWerks.
• Start building quotes from within QuoteWerks using your Pipedrive People, Organizations, and Products.

Primary use case flow:

• Select a Pipedrive deal and create a new quote in QuoteWerks.
• QuoteWerks automatically pulls in contacts and product details.
• When the quote is saved or updated, the related Pipedrive deal is kept up to date with the latest information.
• Quotes can be sent through QuoteValet for electronic approval and payment, with all activities logged back into Pipedrive.

If you need additional guidance, detailed setup instructions are available in our support documentation: https://www.quotewerks.com/help/helpfilelatest/pipedrive-qww.htm