Invoicing via Pipedrive directly (connected to quotations in templates)
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
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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.
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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.
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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!
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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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