TLC and Missing Parts
Thankfully, Patricia in support has been AMAZING, diligent and communicative.
These three features are top of mind:
- Zoom integration extension to propose times: https://community.pipedrive.com/post/zoom-integration-into-the-propose-times-feature-5f5fd5fa5da44d500cbe1f7b
- Auto-population of invoice based on contact info (like why doesn’t address just appear????) as well as products in the deal - all the info is there already - https://community.pipedrive.com/post/automate-information-fill-in-invoice-fields-5f8f58fef6934c591beba6d3
- QBO - Pipedrive integration overall needs some TLC. The biggest feature in my mind outside of the above is the ability to perform a ”Find Invoice” for existing invoices to associate with deals which also means you’d need a way to disassociate as well (basic CRUD).
Happy to chat more to anyone that wants to speak to a veteran PM on this sort of stuff.
Cheers,
Jason
Comments
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Thanks for sharing this here @Jason Prosnitz !
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@Mike van der Valk - no problem. I will say my biggest sore point though is the QBO integration. It’s really just not there. As a PM, I hope you’ve spent time looking at Insightly, Method and others that have a far more elegant sync with QBO. FWIW and IMHO, QBO should be source of truth, not Pipedrive. Creating invoices, barring the feedback above, in PipeDrive is great - but it’s the information regarding those invoices that are more important - especially around late payments, recurring payments and renewal opportunities. I’ve got a bit of a workaround currently. But honestly, the feature just isn’t there yet. As discussed above, a first step would simply be to allow for linking and unlinking of invoices - and again - using the data of that invoice as the source of truth. (And, as I recently experienced, if an invoice Is deleted or replaced in QBO, Pipedrive shouldn’t hold on to the old pointer.)
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Jason Prosnitz said:
@Mike van der Valk - no problem. I will say my biggest sore point though is the QBO integration. It’s really just not there. As a PM, I hope you’ve spent time looking at Insightly, Method and others that have a far more elegant sync with QBO. FWIW and IMHO, QBO should be source of truth, not Pipedrive. Creating invoices, barring the feedback above, in PipeDrive is great - but it’s the information regarding those invoices that are more important - especially around late payments, recurring payments and renewal opportunities. I’ve got a bit of a workaround currently. But honestly, the feature just isn’t there yet. As discussed above, a first step would simply be to allow for linking and unlinking of invoices - and again - using the data of that invoice as the source of truth. (And, as I recently experienced, if an invoice Is deleted or replaced in QBO, Pipedrive shouldn’t hold on to the old pointer.)
Thanks for those additional comments @Jason Prosnitz I'll make sure our team responsible for the Quickbooks integration takes a look at your comments. This is valuable for us to keep improving as we go forward!
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