Proposal, Invoice and PD integration

lee west
lee west Posts: 8

@Smart Lotto Administrator  

 

I am looking for add-ins to manage proposals and invoices from the deals we have in our pipelines.  Anyone had any experience/success they can share.   We currently use Dolibar for proposals which is more of an industrial ERP and too clunky to consider trying to Zap - looking to change.   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

Comments

  • Hossein Mohsenian_8278
    edited September 2021 #2

    Hi mate,

    Pipedrive itself has started integrating with a couple of key market leaders in accounting such as Xero. However the integration between Pipedrive to Xero is not as solid as we expect yet, but I can see their development team is working on these. 

    Cheers,

    Hoss