Support

New to Pipeproposal: set up from Pipedrive

1. In the Pipedrive Marketplace, open Pipeproposal and click Install.
2. Review the permissions and allow access. Your Pipeproposal account is created and you land on the dashboard.
3. Follow the onboarding steps: check the Pipedrive connection, add your company details (legal name, address, VAT) and, to take card payments, connect Stripe.
4. In Settings, choose the pipeline stages a deal moves to when a proposal is accepted and when it is paid.
5. Open a deal in Pipedrive. In the Pipeproposal panel, create a proposal from the deal's products and send it to your customer.

Already have an account

1. Log in to the dashboard: click Connect Pipedrive on the login page, or use your email and password.
2. Open Connections. If Pipedrive shows as not connected, click Connect Pipedrive and allow access again.
3. Open a deal in Pipedrive: the panel loads your proposals for that deal.

Common questions

• The panel asks me to reconnect: Pipedrive no longer accepts the app's access. Click the reconnect button in the panel, or Connect Pipedrive in the dashboard.
• Card payment is not offered: connect Stripe in the dashboard (Connections). Bank transfer works without Stripe.
• The deal does not move after acceptance or payment: set the stages for that pipeline in Settings.
• A colleague cannot use the panel: any Pipedrive user of the same company can open it once the app is installed. Creating pipeline stages needs a Pipedrive admin.

Uninstall

In Pipedrive, go to Tools and apps, then Marketplace apps, open Pipeproposal and uninstall it. We erase the app's access to your Pipedrive account straight away. To have your other data deleted, write to [privacy@your-domain].