Invoicing via Pipedrive directly (connected to quotations in templates)

Wesley_49026
Wesley_49026 Posts: 23
10 Comments Name Dropper Photogenic First Anniversary

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!

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #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 Posts: 23
    10 Comments Name Dropper Photogenic First Anniversary
    edited August 2021 #3

    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 Community Driver Posts: 1,033
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited August 2021 #4

    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!