Xero Quotes

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  • Amy - Safety Panda
    Amy - Safety Panda Member Posts: 8
    Photogenic Name Dropper First Anniversary First Comment
    edited April 2022 #32
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    Hi, 

    Any updates on this??

  • zane england
    zane england Member Posts: 1
    edited June 2022 #33
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    Any ETA for Xero Quotes - Would be very useful

  • Dean Tavener
    Dean Tavener Member Posts: 10
    Name Dropper First Anniversary First Comment Photogenic
    #34
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    Agreed, we would definitely use this. Please keep us posted.

  • MacksonGroup
    MacksonGroup Member Posts: 1
    Photogenic First Comment
    #35
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    This definitely needs to be done soon as without the quote integration it's just one more step for the sales team. Should be relatively easy since it is just a template swap?

  • Juho Koski
    Juho Koski Member Posts: 46
    Name Dropper First Anniversary 5 Likes First Comment
    #36
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    Hey!

    In case people are still interested in creating Xero quotes and invoices from Pipedrive, please have a look at a possibility that we've created for you:

    The addon we've built is called OneClick (https://www.pipedrive.com/en/marketplace/app/zimple-one-click/de8c9f16a3a18391) // It is actually free of charge.

    image.png


    This addon allows you to create buttons on your Pipedrive deal/org/person views and trigger integrations with webhooks. I just successfully created a button to send Xero invoice based on product data and I know creating quotes is not a hard job.

    image.png

    If you need help building the zap or configuring the button you can contact me (juho.koski@zimple.fi) or check our OneClick knowledge base: https://help.zimple.io/books/zimple-oneclick-en

  • Chippy
    Chippy Member Posts: 3
    First Comment
    #37
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    Has Any progress been made on this Xero Quotes ? i love pipedrive however my team want to shift as we do all our quotes via xero and its a pain in the behind as they dont want to enter it twice....

  • Juho Koski
    Juho Koski Member Posts: 46
    Name Dropper First Anniversary 5 Likes First Comment
    #38
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    Hello Chippy and everyone else needing something between Pipedrive and Xero. We can easily build you a button in your Pipedrive deal. I would say it is like max one hour job to have a great Xero quote or invoice generating button up and running in your Pipedrive. Please feel free to contact us and let's stop double-entering data - life is too short to do that kind of silly thing.

    https://zimple.io

    or you can find and contact me on Linkedin

  • Chippy
    Chippy Member Posts: 3
    First Comment
    #39
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    Hello Juho, i have sent you a connect on Linked in, my name is Reece Chippendale, i really really need to solve this issue and appreciate you reaching out. I am looking at Syncq, and i have become confused as to how to get it up and running. Please link up with me and go from there Cheers!

  • Boppa
    Boppa Member Posts: 9
    First Comment
    #40
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    Another year gone and still no quotes - in a CRM?!!!! Massive need for this and the jumping around and copying and pasting between Xero and Pipedrive is getting very old. 3 years since "a few things had to be fixed" and we're no closer to a solution.

    Any update?

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,531
    First Anniversary First Answer 5 Up Votes 5 Likes
    #41
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    Don't wait for this to be fixed. Try solving this usiMake/Integromat or Zapier.

  • Boppa
    Boppa Member Posts: 9
    First Comment
    #42
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    OMG - I just hit a few Youtube vids and found that Pipedrive ditched Xero and its invoicing only a couple of years ago. Pretty obvious to guess who Pipedrive wants to sell itself to. Yep, the only integration left in their invoicing section.

    Every time I go to lock in a piece of software, they just cash out. There has to be a better way.

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