phoenix
phoenixPhoenix - Your AI Assistant
Inactive session will be ended in 24 hours
End Session

Pipedrive - Document automation - proposal build - reporting

  • Posted:
  • Proposals: 23
  • Remote
  • #4468789
  • OPPORTUNITY
  • Expired
Yasir Ali M.Volodymyr D.Μuhammad Κamran Μ.Abdul Q.Tosin O. + 18 others have already sent a proposal.
  • 2

Description

Experience Level: Expert
We are a UK-based hospitality technology company seeking a Pipedrive Quoting & Proposal Automation Specialist with Xero integration expertise. The objective is to construct a comprehensive quoting and proposal workflow within Pipedrive that empowers our sales team to generate structured quotes, evaluate costs against sale prices, and automatically create branded proposals. The system should enable direct proposal dispatch and facilitate seamless transfer of accepted deals to Xero for invoicing.

The scope includes designing a quoting structure, implementing margin calculations, creating an automated proposal template, integrating Pipedrive with a proposal tool, and ensuring a smooth handover process. Ideal candidates must possess robust experience with Pipedrive, CRM quoting systems, margin logic, proposal automation, and Xero integration, alongside familiarity with Zapier and APIs. Prior experience in building similar systems is crucial.

New Proposal

Login to your account and send a proposal now to get this project.

Log in

Clarification Board Ask a Question

  • Adelegan O.

    How do you currently calculate and enforce margins during the quoting stage, and where does that logic live today?

  • Eight Veer Ltd

    Hi Siemlus, before I submit, can you confirm a few details so I scope this correctly?
    1. Which proposal tool do you want to use with Pipedrive (Smart Docs / PandaDoc / Proposify etc.), and do you already have licences?
    2. What should trigger the Xero handover (proposal accepted vs deal stage), and do you want a draft invoice created in Xero or just synced deal data?
    3. How complex is the quoting/margin logic: number of products/line items, discounts, and VAT/tax handling (simple % margin vs tiered rules)?

  • TSOLUTIONS

    Hi Siemus

    Your budget is a placeholder?