Quote or invoicing App for PipeDrive

Andy06
Andy06 Member Posts: 4
First Comment
in Apps and Integrations #1

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

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #2

    You should give Quickbooks a try.

  • Andy06
    Andy06 Member Posts: 4
    First Comment
    #3

    Quickbboks does not work in France

  • Andy06
    Andy06 Member Posts: 4
    First Comment
    #4

    unfortunatley Quickbooks has closed down in France.

    Any other ideas?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,360
    1000 Comments Third Anniversary 100 Likes 5 Answers
    CONSULTANT
    #5

    Can only think of Refrens.

  • Andy06
    Andy06 Member Posts: 4
    First Comment
    #6

    ok thanks. I will try refrens

  • Jean-Luc
    Jean-Luc Member Posts: 2
    First Comment Name Dropper
    #7
    https://community.pipedrive.com/discussion/12176/quote-or-invoicing-app-for-pipedrive

    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!

  • David Gurr (Make.com)
    David Gurr (Make.com) Member Posts: 43
    10 Comments 5 Likes First Answer Photogenic
    INTEGRATION PARTNER
    #8

    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!

  • Jean-Luc
    Jean-Luc Member Posts: 2
    First Comment Name Dropper
    #9

    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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