GleanQuote Integration With Pipedrive

Make Complex Quoting in Pipedrive Easy with GleanQuote

Manage GleanQuote Proposals and Quotes directly from Pipedrive
  • Start and Edit proposals and quotes directly from any Pipedrive Deal or Account Page.
  • Instantly connects Account, Contact, and Deal data for mapping as variables.
Manage GleanQuote Proposals
Merge and Edit
Import Pipedrive Deal Products into GleanQuote Quote Tables
  • Import products directly into GleanQuote when creating a new quote or proposal.
  • Use GleanQuote to Configure, Price, Bundle, or UpSell/CrossSell.
Merge and Edit
Manage Products in Pipedrive or GleanQuote or Both
  • Manage your products in Pipedrive and configure them in GleanQuote.
  • Manage your products in GleanQuote and sync back to Pipedrive.
  • Customized integration settings to achieve the right setup for your company.
Quote Anything
All Proposal and Quote Activity Synced to Pipedrive
  • Proposal and quote views and completions are automatically synced to Pipedrive.
  • Activity can be used in the Deal and associated contacts.
  • Deal amount and stage can be updated automatically in Pipedrive.

Check out GleanQuote in Pipedrive Marketplace

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