Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal
Bart Lewis
Member Posts: 2
Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal in Pipedrive > Proposal in PandaDoc > Proposal accepted in PandaDoc > Data back into Pipedrive > Send Invoice on that Deal / Proposal from Pipedrive and have that data sync automatically with Quickbooks Online.
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Answers
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HI @Bart Lewis,
We can certainly help you get this setup. Please reach out to me [boris@axisconsulting.io]
https://community.pipedrive.com/user/bartlewis0
