WBudget
freeinteractive features

WBudget

by WBudget

freeinteractive features
freeinteractive features

WBudget is a complete system for generating commercial proposals. Create amazing proposals with just a few clicks!

Manage contracts, Manage my projects

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot
This app is either entirely free or offers some features for free. There may be limits on how much you can use certain features for free, and you might need to open paid account to access all features.

Description

WBudget is a complete system for vendors and service providers to automate their business proposal generation processes. With just a few clicks, you can set up or copy your items, customers and businesses from Pipedrive and create professionally formatted proposals in PDF format. Then, create an access link and let your customers view, approve and sign them.

Features

Actions

Actions

Kick off related actions in WBudget as you work with your deals, contacts and/or activities in Pipedrive.

Create Proposal

Locations:deal detailsdeal list

Installation instructions

Welcome to the WBudget-Pipedrive integration!

If you don't have a WBudget account, choose one of our plans at https://www.wbudget.com.br and register for free!

  1. After creating the account, log in to WBudget (through another tab of this same browser)
  2. Return to this screen and click on "Install Now" in the upper right corner green button
  3. Click on "Allow and Install"
  4. You will be redirected to WBudget’s sync account
  5. You should see your WBudget's name and email
  6. If you don't see your info, make sure you are logged in to WBudget and click on “Verify Login” until your account is recognized
  7. Check your information and click on “Install.” WBudget will then automatically connect to your Pipedrive account.

Once logged in, you can enjoy a 14-day free trial and then choose the best plan for your needs.

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