Written by Aleksandra Zaborowska
Integration with Pipedrive
Check our guide how to quickly integrate Sellizer with Pipedrive
To download a Sellizer for CRM plugin, please go to the official store of the browser you use:
After you download and install the plugin successfully, its icon will appear in the upper right corner of your browser.
- Log in to your Pipedrive account.
- Go to the selected Deal card and send your first proposal. In order to do this, press the green Add proposal button in the Sellizer section. You will be redirected to the proposal creator in Sellizer. Upload a PDF file with your proposal and select the shipping method - it will take you less than a minute. Recipient's details (email address and name) will be automatically imported from Pipedrive.
- After sending, proposals will appear in Contact's, Deal's and Organization's cards. A green statistics icon means that the proposal has been opened. After clicking it, you will be moved to the statistics of the proposal in Sellizer, where you can check in detail how the recipient viewed it.