Pipedrive - Document automation - proposal build - reporting

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 deg 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.

Budget: GBP 504 (Fixed Price)

Proposals: 25 freelancers have applied