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.
![](/portals/3/Images/Pipedrive Contact Lookup Linked to a deal.png?ver=n424iqV7Y7YrP11NgpHU_Q%3d%3d)
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.
![](/portals/3/Images/Pipedrive Contact Lookup Not Linked to a deal.png?ver=9mXwwzZtGbFl01L568CLNg%3d%3d)
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.
![](/portals/3/Images/Pipedrive Update Deal Create new deal.png?ver=fFR7_8nsK6MiQ0kldEKPQA%3d%3d)
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.
![](/portals/3/Images/Pipedrive Update Deal Select Other Deal.png?ver=X_9OOuYc1tt0M8cOLrl8jw%3d%3d)
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.