Is it possible to send a Quickbooks estimate via Pipedrive?

I have the Quickbook app setup, but it seems I am only able to send an invoice.

Is it possible to send a Quickbooks estimate directly from Pipedrive?

I'm trying to avoid having to manually bounce between softwares for my workflow.

Answers

  • Josh Buesking
    Josh Buesking Member Posts: 172
    5 Insightfuls First Anniversary First Comment First Answer
    edited December 2023 #2

    It's not possible using pipedrive baked in functionality.

    You could do this using a third party like Make.

    I personally use smartdocs and a estimate template, reason being is we do lots of quotes that never sell so this way my accounting software does not get filled with prospects contact info if they don't buy. Their info only syncs with accounting once the sale is made.

  • Thanks man. That makes a lot of sense. I've been racking my brain on this one and haven't even thought about just using something like smartdocs and only syncing customers to quickbooks once a finished invoice is sent.