Creating Proposals in Pipedrive
- 18 May 2023
- 3 Minutes to read
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Creating Proposals in Pipedrive
- Updated on 18 May 2023
- 3 Minutes to read
- Contributors
- Print
- DarkLight
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The following topic describes the overall process of creating Mobileforce CPQ proposals/quotes for Pipedrive users.
Note:
The following topic describes a standard Pipedrive and Mobileforce CPQ configuration.
Initial Deals
In a typical organization, you generate potential deals in the Deals table in Pipedrive. These may range from qualified deals from inbound phone calls to more fleshed out deals where you are engaged in active talks regarding products, services, and potential dates.
Example:
If Main Street Windows sells vinyl replacement windows, they may have residential leads that you got from a local trade show, as well as commercial leads who are previous customers looking to upgrade windows at another location.
Initial Proposal/Quote
When a lead has advanced to a certain point, the sales representative should create a Mobileforce CPQ proposal.
Note:
In a standard Pipedrive configuration, this should occur when the stage has changed to Contact Made or Demo Scheduled.
At this point you will either:
- Open the Deal in Pipedrive and create a Mobileforce CPQ Proposal from the deal.
- Open Mobileforce CPQ and create a new proposal and reference the Pipedrive deal and contact information.
When the initial proposal is created, simply enter the customer information required to create the proposal.
For Example:
Main Street Windows is starting their proposal for an existing customer (lead) in ABC Foundation. So they will enter the information in Mobileforce CPQ.
For more information, see Creating a Proposal
Adding Line Items
Eventually, the sales representative is to capture the products and services that the customer is interested in an initial quote. This is done from the Quotes tab of Mobileforce CPQ.
The sales representatives add the line items, quantities, and any applicable discounts to be quoted in the proposal. When finished, submit the proposal for approval, click Submit for Approval.
For Example:
ABC Foundation wants a price quoted for windows to be installed at their second location. They require 12 windows, installation, with the extended warranty. Main Street Windows requires that all proposals are reviewed by the regional manager, so the sales representative submits the proposal for approval.
For more information, see Managing Line Items.
Generate Proposal Documentation
Once the proposal is approved, the Generated Docs tab is displayed in Mobileforce CPQ, which not only allows the sales representatives to create an official quote document (typically a word or pdf document), but also allows them to update the Pipedrive deal with the information from the quote.
Example:
After much discussion, the contact for ABC Foundation has reviewed the cost of replacement windos with Main Street Windows, and is ready to show the formal proposal to the executives. The sales representative creates a PDF multi-page proposal that they will then email to ABC foundation.
Completing the Proposal Process
After customers review and agree to the proposal, without additions, subtractions, or modifications, the sales representative can now save the information from the Mobileforce CPQ proposal back to the source Pipedrive CRM by clicking Update to Pipedrive from the Generated Docs tab.
Best Practice:
Sellers should only using the Save to CRM button when the proposal is complete and they are generating the external quote document for their customers.
Additionally, you can select the appropriate state for the Pipedrive deal, if applicable (for example, Proposal Made).
The Mobileforce CPQ generated "quote" or "proposal" documentation and all updated changes are saved to the Pipedrive deal.
To view the full details of the updated deal from Pipedrive, including the details from the CPQ quote, select Export as XLS to generate an Excel file that you can save to your local computer for review or auditing purposes. This file contains all the details of the quote: including line items, discounts, etc.
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