Looking for someone who can help me get Pipedrive set up properly with our companies workflow: Deal

Bart Lewis

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.

Boris Tsibelman

HI @Bart Lewis,

We can certainly help you get this setup. Please reach out to me [boris@axisconsulting.io]

https://community.pipedrive.com/user/bartlewis