Quote Tool Creation/Integration

Hi,

I have a Quote Tool that uses Excel and VBA to take a pick list that I input and turn it into a BOM. This process takes time and isn’t really user friendly/replicable.

I would like to create a tool that can:

  • pull data from Pipedrive,
  • populate a Quote and
  • spit out a BOM that can be sent via Pipedrive

Thanks for your help.

Troy

Hi Troy,
What you are wanting done is well within my skill set and I would be glad to help you out on this.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew

Hi,

I can help out.
PM sent.

Best Regards,
Sofia G

Hi Troy,

What you’ve described is what our Pipedrive integration does:

Paycove automatically creates quotes and invoices with your deal data from Pipedrive. You can create, manage and send directly from your deal.

We’d be happy to set you up with a demo and learn more about your specific needs. Feel free to create a free trial and learn more here:

Best,
Jeff

1 Like

Hi Troy ,
Are your still looking to achieve the job done ?
I am interested and can get the same accomplished

Mail - deepvyas71@gmail.com
Looking forward to reply

Regards
Dep