Quoting and Job workflow integration

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


I hope you’re keeping great!

I would be happy to work with you. Please give me a suitable time to discuss your requirement

Also, add me over Skype id-cis.am4 or Email- Hayden@cisinlabs.com,Hayden1@talentsfromindia.com

I look forward to your response!


1 Like

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,