Invoicing via Pipedrive directly (connected to quotations in templates)

Wesley_49026

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!

Boris Tsibelman

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

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 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!