Qwilr + Pipedrive
Create personalized proposals with one-click from your CRM. Plus, automate manual work with Qwilr’s Pipedrive automations.
Reduce admin and errors
Automate personalized sales materials, send quotes, collect e-signatures and run your perfect proposal process
Create personalized sales materials in one-click from Pipedrive
Qwilr’s ready-made templates let sales reps generate proposals instantly without leaving Pipedrive. Personalize every page automatically with data from your Lead, Deal, People or Organization objects.
Automatically keep your CRM up to date
Connecting Qwilr and Pipedrive allows you to update Deal line items – like deal size – without manual intervention. This saves reps’ time and reduces the chance of errors.
Collect e-signatures and payment
Add legally binding e-signaure fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the page.
Send a link and track activity within the deal record
Share a link with buyers, track when they view or accept your document within Pipedrive itself. Or, track how they’re engaging with every page using Qwilr’s analytics.
Automate your closed/won admin
Use Qwilr with Pipedrive to automate your busywork after the deal is won – like sending onboarding emails, invoices or payment reminders.
Enhance your Pipedrive integration
Connect additional tools to increase your sales velocity.
Get started with Pipedrive
Visit our help documentation to connect your Pipedrive account to Qwilr and start automating personalized sales material.
Visit how-to guide
Frequently asked questions
Qwilr customers can create proposals directly from their Pipedrive CRM. Once templates are created, details from Lead, Contact, or Deal records can be automatically pulled in to personalize proposals at scale.
Proposals created with Qwilr using the Pipedrive integration are completely mobile responsive. Qwilr proposals are created as online pages, instead of a PDF. You can create thousands of proposals and sales material through Qwilr, knowing they will work on any screen resolution.
Proposals created with Qwilr using the Pipedrive integration are completely interactive. Add dynamic pricing, Calendly links, videos, images, animations, an interactive ROI calculator and more - all with Qwilr's proposal software.
Qwilr proposals generated through the Pipedrive CRM integration have the ability to capture digital e-signatures. Collect one or multiple signatures to accelerate deals and capture details from your customers. Qwilr e-signatures support legally-binding documents.