- Pipedrive
Send proposals from any Pipedrive Deal
Create personalized proposals from Pipedrive in one click, then let automations take care of your busywork.
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
Reps generate proposals from templates, without leaving Pipedrive. Personalize them automatically with data from your Deals, People and Organizations, including custom fields.
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-signature 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
Enable Pipedrive under Integrations in Qwilr, link a template, then click Create a Qwilr Page on any Deal, Person or Organization. Fields from the record fill in automatically. See the user guide.
Each record lists its Qwilr pages with links, views and status. Automations can also update the Deal’s value, pipeline stage, status, products and other fields when a buyer takes action, like viewing or accepting a proposal.
Yes. Qwilr proposals are live web pages, so buyers can review, add a legally binding e-signature and pay in one visit, and the status updates on the Pipedrive record.