The GleanQuote app for Pipedrive enables you to create quotes and proposals from your Pipedrive Deals and Organizations. You can install the GleanQuote app directly from the Pipedrive marketplace or from GleanQuote company settings.
Note: You must be an admin user in GleanQuote to set this integration up.
To install GleanQuote from within Pipedrive, go to Integrations/Marketplace apps and Then click the Go to the Marketplace Button.
Find the GleanQuote app in the marketplace and click the Install Now button.
You will then be presented with an authorization confirmation screen that details the permissions you will be giving the GleanQuote app. If you agree, then click the Allow and Install button.
You are then given a choice to keep the app private or share with all company users. If you will be the only user, then keep it private, but for most cases, you will want to select the Shared option. Although this will share the app with all Pipedrive users, any users that are not also GleanQuote users will not be able to create/edit quotes from within Pipedrive.
If you already have a GleanQuote account and you are an admin user, you will then see the GleanQuote integrations page. The pipedrive integration should display as Enabled. You can Disable the integration at any time by clicking the Disable button on the integration card here. You can also disable the integration from within Pipedrive.
If you do not have a GleanQuote account, you will see the login page. Click the Sign Up Now button and start a free trial. From there, you can convert to a paid account by going to company settings/billing or you can contact us.
To continue setup, click the blue Edit Settings button on the Pipedrive integration card.
You will then be able to complete the field mapping between Pipedrive and GleanView for Accounts, Opportunities (Deals in Pipedrive) and Contacts. Any custom fields in Pipedrive that you would like to map must already be created in GleanQuote for them to display in the mapping drop downs. Click the Add Row button to add more fields for mapping. Only mapped fields will be synced from Pipedrive to GleanQuote.
You can also choose to Auto-populate the Pipedrive deal amount with the GleanView proposal amount. If there are multiple proposals created for a deal, then the most recent proposal amount will be always be used to populate the deal amount in Pipedrive.
Once the GleanQuote app is installed in Pipedrive, you will see the GleanQuote app extension card on the left side of all Pipedrive deals and organizations.
You can create a new proposal by clicking the three dot menu in the card.
If you are an existing user in GleanQuote and you are already logged into GleanQuote, the new proposal creation modal will display. Also, any mapped information about the contacts, organization or deals associated with the proposal will be synced to GleanQuote. New records in GleanQuote will be created or existing records will be updated.
If you are not already logged in, the login page will display and after you login, the new proposal creation modal will display.
If you are not an existing user of GleanQuote, then the GleanQuote login screen will display and you will not be able to create or edit quotes without a GleanQuote login.
Once you have created your proposal in GleanQuote, summary information will be displayed in Pipedrive in the GleanQuote app extension card. This information is updated any time a proposal is edited or the status is changed. You can open the proposal in GleanQuote at any time by clicking the Edit link in the app extension card.
In addition to proposal summary information, timeline activities will be created for the proposal in Pipedrive.
To disable the GleanQuote app from within Pipedrive, simply go to your marketplace apps and integrations tab in Pipedrive and click the trash icon next to the GleanQuote integration. If you have shared this app with all Pipedrive users, this will also disable the app for them.
Once the app has been disabled, you will be able to verify by viewing the app card in GleanQuote in company settings / integrations.
Note: You can also install the app from GleanQuote. Simply go to Company Settings/Integrations and click the Enable button on the Pipedrive card. The process will then be similar to flow of installing the app from within Pipdrive.