Invoicing via Pipedrive directly (connected to quotations in templates)

Wesley_49026
Wesley_49026 Member Posts: 25 VERIFIED MEMBER
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edited June 2022 in Apps and Integrations #1

Hi all!

I would like to invoice directly from Pipedrive. Now, I send quotations via pre-build templates. When a deal is accepted, I would like to send an invoice automatically to my customer with all products that are agreed on in the quotation. Finally, I would like to export the invoice directly to my administration (Moneybird via Zapier in my case). I feel the prescribed software solutions in the marketplace are too expensive or too elaborate for my simple need. Anyone found a nice workaround to invoice directly from Pipedrive (or a cheap and easy solution with other software then available in the market place)?

Thanks a lot!

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
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    edited February 2022 #2

    1- You can generate invoices out of PD documents, but then you won't have the ability to collect payment. 

    2- You can use the free PD <> Quickbooks integration and generate the invoice from data in Pipedrive using Quickbooks.

  • Wesley_49026
    Wesley_49026 Member Posts: 25 VERIFIED MEMBER
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    edited August 2021 #3
    Boris Tsibelman said:

    1- You can generate invoices out of PD documents, but then you won't have the ability to collect payment. 

    2- You can use the free PD <> Quickbooks integration and generate the invoice from data in Pipedrive using Quickbooks.

    Thanks Boris, I will take a deep dive into generating invoices out of PD documents. I will share my solution when I'm done.

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 828 VERIFIED MEMBER
    1000 Comments Third Anniversary 5 Likes First Answer
    edited August 2021 #4
    Boris Tsibelman said:

    1- You can generate invoices out of PD documents, but then you won't have the ability to collect payment. 

    2- You can use the free PD <> Quickbooks integration and generate the invoice from data in Pipedrive using Quickbooks.

    Best of luck! if you need any help, feel free to reach out! 

  • KoppelHet
    KoppelHet Member Posts: 3 VERIFIED MEMBER
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    #5

    Hi @Wesley_49026,

    Maybe this comment is a bit late since your post is from 2021. But, we recently launched our MoneyBird - PipeDrive integration. If you're still interested you can find all the details in the PipeDrive app store.

    https://www.pipedrive.com/en/marketplace/app/moneybird/0fc5a47326eb3869

    If you have any questions about this integrations feel free to contact us.

    Kind regards,

    Mike from KoppelHet

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