Hello, we are looking to see if we can build a complex quoting tool and job management system that can sit between pipedrive and xero.
I have put together a full wish list and future plan, however in brief we need…
Quotes presentation
Product pictures
Unit prices
Product names and description
Ability to have a very large product database of over 10000 items
Decoration description
Quotes Calculation
Margin based on total cost
Freight calcs customisable by supplier
Product and decoration groups link
Able to multiply decoration options. Ie. Qty 2 x 1 colour print
Able to add multiple decoration options to product. Ie full colour front, one colour back print
Job workflow
job management pipeline once the enquiry is won
data can move from quote to sales order confirmation
proof approval process
PO’s and invoicing links to xero
certainly interested if anyone can point us to someone who can help. or suggest software that is worth looking at.
Thank you
Alvin
Hi Alvin,
If you are still looking out for some help, I would be interested as what you are needing done is well within my area of expertise.
You can reach me on andrewjohnson56782@gmail.com
Best Wishes,
Andrew
I’m a QuoteWerks Top 10 partner, and have developed an integration between QuoteWerks and Pipedrive, and I use Xero, so basically all you need is already developed, you will just need customisation and training.
My website is www.goldrushtechnology.com.au
I’m in the process of updating it, so if you need more info contact me.
The good news is I can get you up and going in weeks, not months!