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Create your first Quote with QuoteMachine and Pipe drive
Create your first Quote with QuoteMachine and Pipe drive
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Written by Stanislava Berberova
Updated over a year ago
  • To create a quote, add a new deal:

  • By Clicking on "Create Quote" button, a quote is created in QM:

  • You need to add the items to the pricing table as shown below:

  • To complete it click on "Mark as done":

  • Now you can see the quote status changed to "proposed" and it was successfully exported to your Pipe drive account:

  • You can also track down the quote status from Pipedrive as shown below:

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