TanamiGold Version 5.3 Release Notes

TanamiGold Version 5.2 Release Notes

TanamiGold Version 5.1 Release Notes

When you save your document in QuoteWerks, if it's linked to a Pipedrive contact, it will show the following screen if it's linked to a deal, unless you have limited this via the document status in the user settings.

If it's not linked to a deal, either because the contact you selected had no deals, or in the contact lookup screen, you selected Clear Deal, you will see the following version of the screen.

To create a new deal, either simply type the name in the text box, and select save, or use the "<-Name" button to add in the name of the quote.

If the quote wasn't linked to a deal, and you want to link it to an existing deal now, type in any name, or use the "<-Name" button, select save, then select change. This will give you a dropdown of existing deals, and will not have created the a new deal.

This is also how you change the deal if the quote was linked to a deal and you want to change the deal it is linked to.

You can set the deal value by entering a value in the text box, or by copying the total value of the quote by pressing the “<---” button.

The amount will either include or exclude tax based on the Settings, set by your administrator

Managing Alternate Currencies

If you have alternate currency selected, you can update the deal using this currency rather than your default currency.
The following example is using your default currency, even though the alternate currency of USD is selected on the quote.

If you select the alternate currency, the alternate currency value shows on the right.

Updating the deal updates it to the alternate currency value.

You can change status of the deal from Open, to Won or Lost, or if it already has been set, you can re-open it.

If there is no close date set, when you select the date picker, it will default to todays date plus the number of days for Default Close Date Days set in the User Settings.

Click a second time if you need to change this.

If the Deal Probablity is not enabled in for the Pipeline, it will be displayed but not enabled for change.

If the Deal Probability is enabled for the Pipeline, then you can change the probability of the deal.
It must be a whole number between 0 and 100.

You can use the dropdown list for easy entry.

To open the current deal in Pipedrive, click on the button

The deal will open in your default browser.

Note: If the Open in Pipedrive button is not displayed, your administrator needs to add the Pipedrive Company Domain in the Settings.

See here for updating deal activites

If you want to add a note to a deal, just enter the text in the text area. 

The deal is updated with a note in Pipedrive

If you pin the note

It will be pinned to the top of the deal

The fields tab will show you what values will be updated in Pipedrive. This managed by the Data Link Mappings in Settings, which is configured by your administrator.

When you update the quote, if it doesn’t already exist, a pinned note will be added that is a link that will open the quote in QuoteWerks from the deal in Pipedrive. Of course, this assumes you have QuoteWerks on the computer you are using when you click on the link.

There is a known issue with the Pipedrive API that will take you away from Pipedrive when you click on this link. Just press the back button after you have opened your quote.