Quote or invoicing App for PipeDrive
Hi
we have started using pipedrive and are impressed. Is there a decent invoicing app that would work seamlessly with it, so we could create a quote withing the CRM and send it to the client and also track payments?
thanks
Answers
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You should give Quickbooks a try.
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Can only think of Refrens.
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Hi Andy,
We have the same requirement (and are also located in France). We are using PD with Sellsy at the moment, but the solutions are not tightly integrated and the process still involves too much manual tasks.
Did you find something that works on your side? Thanks!
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Hi @Jean-Luc!
Our solution - Make - can help here. Make is a highly visual, easy to use no-code workflow automation solution with pre-built connectors for over 1,500 SaaS solutions, including Pipedrive and Sellsy.
You can build simple or complex fully-automated workflows and can use if/then/else branching as well as array manipulation and iteration. All without needing to write a single line of code!
There's a free (forever) plan that's suitable for small workloads. Paid plans start at $9/month.
If you've got any detailed questions, give me a shout here - happy to help!
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Hi @David Gurr (Make.com). Thanks for the answer. I know Make of course. We are already using it for other purposes. But here, we are looking for a tight integration between the CRM and the Quotes/Invoicing/Forecasting processes. That involves too much data integration points. We would prefer to rely on a integration provided by the software vendors.
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You can try QuoteMachine for quotes, orderign, invoicing. We launched the integration with Pipedrive this summer: https://www.pipedrive.com/en/marketplace/app/quote-machine-quotes-orders-invoices-payments/79b2d6dd18f20e8e
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We're available in France and actually the software is available in French. We also offer support and onboarding in French. Our software is available in English, French, Spanish and Dutch and we offer support in all those languages. We're available all over the world and deal with the most common currencies.
We offer quoting, ordering, inventory, invoice, and payment services and the integration with Pipedrive works very well: https://www.pipedrive.com/en/marketplace/app/quote-machine-quotes-orders-invoices-payments/79b2d6dd18f20e8e
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