Free tool

Pipedrive quote review

You are holding a proposal from an implementation partner and no way to judge it. Put it next to these nine checks. The verdict appears on screen, and the written read lands in your inbox.

No file upload, the document stays with you
A verdict before you give an email
We say so when the quote is good

0 of 9 checked0%

Check 1

A written process description, in your words, agreed before configuration

Without this, you are paying someone to guess how you sell.

Check 2

The pipelines and stages, with an exit criterion per stage

Stages without exit criteria become a matter of opinion within a month.

Check 3

A field list, with an owner and a purpose per field

Every field that nobody owns is a field nobody fills.

Check 4

A migration plan naming the source, the record types and the cut off date

This is the single biggest cost variable. A quote that skips it will move.

Check 5

The five reports you will have on day one, named

If they cannot name them, the quote is for configuration, not for an outcome.

Check 6

The automations, described as a sentence each

An automation you cannot describe in one sentence is one nobody can maintain.

Check 7

Named integrations, and who tests each one with real data

Testing is where integration budgets quietly double.

Check 8

Training hours, split between administrators and users

One number for training usually means one session for everyone, which suits nobody.

Check 9

An aftercare period, with a response time

Questions arrive after go live, not before. Somebody has to answer them.

The price, in bands

How big is the team, and what is the one off total?

We compare your total to the band we publish for that team size. Bands, not exact figures, because your quote is allowed to be a little different from the market.

Team sizeOne off total in the quote

Completeness of this quote

0 / 100

Walk the nine checks with the document open next to you. The verdict fills in as you go.

Want a second pair of eyes on the proposal? Book a call and bring your pipeline, your data and your deadline.

What this read rests on

Our own checklist and our own published bands

The eight things a fair proposal contains, straight from our implementation cost page, plus the reports test from the same page.
Your own reading of a document only you can see. Nothing is uploaded from this page, so nothing of your supplier reaches us until you decide it should.
The three price bands we publish, matched to the team size you gave, in US dollars and from the same source as the cost calculator.
Amounts in US dollars. A quote in another currency needs converting before you compare it with these bands.

Where this read stops

It measures completeness, not quality

A complete proposal from the wrong partner is still the wrong partner. References and a conversation decide that, not a checklist.
It cannot read the small print. Payment terms, the change request clause and the cancellation terms are not in these nine checks.
It compares your total to a market band. It does not judge whether the hours behind that total are realistic for your Pipedrive.
It is not legal advice, and it is not a negotiation. It is a second opinion you can form in ten minutes.