freeinteractive features

Scaido.io - Quotes and Estimates made fast & easy

by Scaido.io

In Manage contracts, Automate my pipeline and data

Description Features How to set up Reviews (1)

freeinteractive features

Scaido.io is an Estimate and Quoting software that integrates seamlessly with Pipedrive. Create Deal-Winning Estimates with lightning speed.

In Manage contracts, Automate my pipeline and data

Description

Create and Send deal-winning sales quotes in minutes using our Scaido.io system!

Scaido.io is a SAAS cloud based quoting platform that helps sales teams to outperform by using a simple, user-friendly estimates editor, templates, and bundles to increase the speed and automation of sales processes.

Integration features

Create Deals in Pipedrive and you can have one ore multiple Estimates attached to this Deal
When creating an Estimate, you can automatically export Deal Products and Custom fields from Pipedrive to new Estimate.
Use predefined Estimate Templates
Download Estimate as a PDF file or a send a trackable Public link

Features

Panels

Instantly see and interact with Scaido.io - Quotes and Estimates made fast & easy as you dive into the details of your deals/contacts in Pipedrive.

Estimates & Quotes

Locations:deal details

List of estimates connected to this deal. Easy access to vital Estimates data. Preview and edit estimate, update statuses, create public link, PDF.

Actions

Kick off related actions in Scaido.io - Quotes and Estimates made fast & easy as you work with your deals, contacts and/or activities in Pipedrive.

Create Public link

Action that creates a Link to a snapshot of current state of selected Estimate. We track when client opens this link or downloads a PDF of XLS file.

View all My Estimates

Locations:deal details

If a deal has more than 10 estimates connected. This action opens Scaido.io system with a full list of all estimates connected to this deal.

Delete Estimate

New Estimate or Quote

Locations:deal details

Action to create New Estimate and connect it to a deal. Choose template, import products and custom fields.

View & Edit

Opens Scaido.io estimate preview and editor page.

Save PDF

Action to save PDF to deal File section

Update Status

Pop-up windows

Tackle complex tasks in Scaido.io - Quotes and Estimates made fast & easy without leaving Pipedrive via their customized pop-up windows.

Installation instructions

Click “Install now” in Pipedrive marketplace
Click "Allow and install”
Create Scaido.io Free 14 days trial account or Login in to existing one
Click “Confirm” on a Pipedrive request to access your Estimates.
Click “Return to Pipedrive”
Done! You have installed Scaido.io integration with Pipedrive

Now you can open or create a new Deal and add a new Estimate by clicking a “New Estimate & Quote” in panel “Estimates & Quotes”

If you have troubles with installing or using Scaido.io feel free to write to our support chat or book a demo with our success manager.

Resources

Website Pricing Support website Support email Terms of Service Privacy Notice

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