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6 results found

  1. Internal quote/proposal creation tool

    1 vote

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    Open  ·  0 comments  ·  Quoting and eSignaturess  ·  Admin →
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  2. Ability to create Proposals and Contracts

    2 votes

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    Open  ·  0 comments  ·  Quoting and eSignaturess  ·  Admin →
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  3. Integrate with Docflite

    We use the following application https://docflite.com/ for our quotes is it possible to connect the two applications, pull quoting data and quote numbers along with company data.

    1 vote

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    Open  ·  0 comments  ·  Quoting and eSignaturess  ·  Admin →
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  4. Include proposal build and e-signature tools

    I would love if Pipeline included a mechanism for building and sending a robust, multipage proposal that includes an e-signature component for easy acceptance. We're currently looking at Quoters.io, but all these different providers is getting hard to wrangle.

    7 votes

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    Open  ·  1 comment  ·  Quoting and eSignaturess  ·  Admin →
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  5. Proposals, estimates, invoicing

    I would love to give our sales team the ability to put together proposals, estimates, and invoices directly from Pipeline. This would greatly streamline our sales process and allow our sales teams to bring in $$$ faster and on time. A real partnership with Freshbooks or other "lite" system would be awesome. The integration with Quickbooks is a hassle and calls for another cog in the wheel.

    5 votes

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    Open  ·  0 comments  ·  Quoting and eSignaturess  ·  Admin →
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  6. Add quoting feature

    I use this to track custom projects that I use another platform to quote on, it would be nice if I could provide a quote directly from here.

    7 votes

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