Every B2B quote involves a critical pricing decision, but too often reps calculate discounts manually in Excel after a customer call.
The result? Sales managers only spot low-margin deals long after the contract is signed. Spreadsheet price lists fall out of date immediately, ERP systems are too complex for a quick sales call check, and manual pricing errors directly erode your profitability.
With OneClick Interface, bring live pricing rules, tier discounts, and product cost structures straight into Pipedrive where quotes are built.
Real-time margin guidance with one click
Opening the quote interface inside a deal guides the salesperson through a profitable quote step-by-step:
- Automated price tiers: Search products and automatically apply contract prices or volume discount tiers based on order quantity.
- Cost & margin breakdown: View detailed cost structures (materials, labor, subcontracting) alongside recommended target prices and absolute floor limits.
- Discount limit warnings: Instantly flag lines that fall below minimum margin requirements before the quote goes out.
- Required approval reasons: Require salespeople to log a written reason for any manual price override for complete managerial visibility.
Sell with full margin visibility, not guesses
Instead of guessing discounts or risking unapproved price cuts, your sales team builds accurate, profitable proposals in seconds while keeping full visibility over costs and margins.
Connected to your pricing tools, zero code required
Your integration platform (like Make or Zapier) connects Pipedrive to your ERP, pricing engine, or database to pull costs and calculate limits on the fly. Your ERP remains the central financial system, while sales gets the guidance they need to close profitable deals.