Proposal, Invoice and PD integration

lee west
lee west Member Posts: 5
First Comment

@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
    Hossein Mohsenian_8278 Member Posts: 78
    5 Up Votes Name Dropper First Comment Photogenic
    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.