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freeinteractive features
Scaido.io - Quotes and Estimates made fast & easy
by Scaido.io
freeinteractive features
freeinteractive features
Scaido.io is an Estimate and Quoting software that integrates seamlessly with Pipedrive. Create Deal-Winning Estimates with lightning speed.
Description
Create and Send deal-winning sales quotes in minutes using our Scaido.io system!
Scaido.io is a SAAS cloud based quoting platform that helps sales teams to outperform by using a simple, user-friendly estimates editor, templates, and bundles to increase the speed and automation of sales processes.
Integration features
- Create Deals in Pipedrive and you can have one ore multiple Estimates attached to this Deal
- When creating an Estimate, you can automatically export Deal Products and Custom fields from Pipedrive to new Estimate.
- Use predefined Estimate Templates
- Download Estimate as a PDF file or a send a trackable Public link
Features
Panels
Instantly see and interact with Scaido.io - Quotes and Estimates made fast & easy as you dive into the details of your deals/contacts in Pipedrive.
Estimates & Quotes
Locations:deal details
List of estimates connected to this deal. Easy access to vital Estimates data. Preview and edit estimate, update statuses, create public link, PDF.
Actions
Kick off related actions in Scaido.io - Quotes and Estimates made fast & easy as you work with your deals, contacts and/or activities in Pipedrive.
Create Public link
Action that creates a Link to a snapshot of current state of selected Estimate. We track when client opens this link or downloads a PDF of XLS file.
View all My Estimates
Locations:deal details
If a deal has more than 10 estimates connected. This action opens Scaido.io system with a full list of all estimates connected to this deal.
Delete Estimate
New Estimate or Quote
Locations:deal details
Action to create New Estimate and connect it to a deal. Choose template, import products and custom fields.
View & Edit
Opens Scaido.io estimate preview and editor page.
Save PDF
Action to save PDF to deal File section
Update Status
Pop-up windows
Tackle complex tasks in Scaido.io - Quotes and Estimates made fast & easy without leaving Pipedrive via their customized pop-up windows.
Installation instructions
- Click “Install now” in Pipedrive marketplace
- Click "Allow and install”
- Create Scaido.io Free 14 days trial account or Login in to existing one
- Click “Confirm” on a Pipedrive request to access your Estimates.
- Click “Return to Pipedrive”
- Done! You have installed Scaido.io integration with Pipedrive
Now you can open or create a new Deal and add a new Estimate by clicking a “New Estimate & Quote” in panel “Estimates & Quotes”
If you have troubles with installing or using Scaido.io feel free to write to our support chat or book a demo with our success manager.
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