Proposal, Invoice and PD integration
@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
Hossein Mohsenian_8278 Posts: 83edited September 2021 #2
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.