Is it possible to send a Quickbooks estimate via Pipedrive?

Professor Pressure
Professor Pressure Member Posts: 2 VERIFIED MEMBER
Name Dropper First Comment
in Apps and Integrations #1

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: 224 VERIFIED MEMBER
    Fourth Anniversary 100 Likes 100 Comments 5 Answers
    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.

  • Professor Pressure
    Professor Pressure Member Posts: 2 VERIFIED MEMBER
    Name Dropper First Comment
    #3
    https://community.pipedrive.com/discussion/comment/40449#Comment_40449

    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.

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