Proposals, Invoicing and PD
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lee west
Member Posts: 5 VERIFIED MEMBER
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I also am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines. Has anyone had any experience and success doing this. I am considering Better Proposal and Quickbooks or xero but have not linked them to pipedrive yet. For tech support - are there any examples of customers linking pipedrive , proposals and invoicing. A big bonus would be to create proposal templates in multiple languages.
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Check out PandaDoc -- they have a tight integration with PD
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