Accounting & invoicing

Recurring Revenue not Accounted for According to GAAP/ASC606/IFRS15
The new recurring revenue "feature" in Pipedrive must be able to report and export deals with the revenue recognized in the months that the revenue comes in. Without this, everything has to be calculated by hand in order to forecast revenue. There should be a similar toggle to swap between Deal Value and Weighted Value…
Multiple variables pricing formula
Hi guys, I'm trying to get products to work for us so our sales team doesn't need to change software and can move to xero as a quote. We need to have x3 multiple variables for the pricing formula in products and the "variations" doesn't work for us. Eg.) we sell a building product There are 20 different products with…
[CLOSED] Looking for Testers: We're building an Invoicing & Payments solution!
Hi all! 👋🏻 I’m Natasha, a product manager working on an invoicing and payments solution in Pipedrive. If you’ve given feedback or shown interest in this area, we may have already spoken at some point this year - so hello again 🙂 If you’re hearing about it for the first time - here’s a brief overview: We’re exploring how to…
Looking for advice on accounts software integration? Quickbooks, Xero, Sage, Other?
Currently using quickbooks but would be willing to change accounting software if integrations are not the best with this software. Looking for an accounting software that Pipedrive can feed all contact (for 'won' deals that end in an invoice) & sales information (invoices) through too. It would be useful if the accounting…
Square Integration
A Integration with Square POS/Invoicing would be the best thing in the world. We use square as our POS so its natural to use it as our invoicing app as well. I would love to be able to invoice customers within Pipedrive and share customer data between the two databases easily.
Integration with invoicing applications
Hi all, I'd love for Pipedrive to connect with invoicing applications. I tried QuickBooks but I'm not a big fan of that program. Too much focus on US and European systems. Many banks are not recognized, and multiple currencies are a hassle and quite expensive to use. For PIpedrive it makes sense to create an invoice from…
Invoice Integration - Creating Recurring Invoices (Quickbooks PipeDrive Integration)
Hey there, I want to emphasize a critical feature request that needs implementing. We need recurring invoicing integration ASAP with the Quickbooks PipDrive integration! Here's why it's absolutely necessary: Current invoice integration is useless for larger businesses: Currently, we can't set up recurring invoices through…
Pipedrive integration with Teamleader Focus
Hello, i am looking for a solution to integrate Teamleader Focus and Pipedrive. I know via Zapier, but I need a sync integration. Any recommendations or proposals. BTW: Hubspot has already an native integration with Teamleader Focus.
No Reference field when creating invoice into Xero
I am connecting to Xero successfully and I have noticed there is no field for reference when I go and create an invoice within Pipedrive. Am I missing something? Ideally I want the Deal ID to populate the reference field in the Xero invoice. Zapier seems unable to do this (edit a draft/submitted for approval invoice) post…
Searching for: Pipedrive Integration to eVisma
I'm looking for a Pipedrive integration to eVisma to handle order confirmations. Anyone with experience in that field or a company with an already developed integration. Needs are to move data back and forth, auto-fill order confirmation in eVisma and send order confirmation (to specified emails)
Planned: Invoicing to gain new abilities 🧾 🚀
Create invoices using Pipedrive Products directly See all invoices from Xero/QuickBooks in Pipedrive Check consolidated financial information on customer level Why? To give you access to insights about an organisation's purchase history and payment status, and to make it easier to track and chase outstanding invoices. For…
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How to Rebuild and Verify Data Files in QuickBooks Desktop
Verifying and rebuilding data utility in QuickBooks desktop can help in fixing various errors that might be experienced in QuickBooks often. One can experience data issues within the company file, which can be easily rectified using verifying and rebuilding data utility. The verify data tool self identifies and consider…
Xero Integration - Invoice Only Role
It would be great if the XERO - Pipedrive integration would work for XERO users that are Invoice Only "https://central.xero.com/s/article/Invoice-Only-user-role". This integration currently only support ADVISOR and STANDARD users. Most Sales Rep have access to Xeros only to create invoices. It does not make sense for us to…
QuickBooks Integrations - What are you using?
I’m in a situation where I need to use quotes/estimates and naturally invoices when a deal reaches the proper phase in the sales lifecycle. I use QuickBooks Online (QBO) for my accounting. I’d love to hear what others are doing for integration between Pipedrive and QBO. Are you using IFTT, SyncQ, or something else? I’ve…
Beta testers wanted: new version of Xero and Quickbooks integration
Hi everyone, We've been making some big improvements to the Invoicing integration features with Xero and Quickbooks, making it easier for you to create invoices using Pipedrive products, creating and linking contacts, and giving you the option to pull in aggregated info and invoices created in Xero or Quickbooks. Right not…
Getting Monsum data into Pipedrive
Hi, we want to import any documents related to bookings made in Monsum (our bookkeeping software) to Pipedrive. I'm aware that there is no integration, yet, so I'm looking for a workaround that one of you might be using right now. I've already connected the inbox that receives these messages with attachements but Pipedrive…
Quickbooks et Xero integrations ?
Hey, what's the deal with Quickbooks et Xero integrations? It looks like useless! It could be really useful. Am I waiting for nothing?
typy planów
Cześć, Czy mogę mieć różne plany dla różnych użytkowników?
Feedback on a Hackathon Idea (If it wins, we can build it in PD) 💡❗
Hi, I am Ambar, Product Manager at Pipedrive. We are working on a cool idea for Hackathon in Pipedrive. Our idea is called client portal. Basically, salespeople or account managers can share files, notes, documents or invoices with their client. And clients can create an account in PD and see all the communication. Clients…
CRM Requirments
Hi community wanted to see if I could get some help in the following requirments our business has when it comes to a CRM. We are evaluation other options too (SFDC, Superoffice, Hubspot). I personally prefer Pipedrive but wanted to see if anyone had advice on the stuff below: * Tracking customer documents in the same…
Account Mgmt
Hi Guys, We sell to distributors and end users, and have two separate pipedrives for these. With regards the distributors, is there a way to input a sale, keep the deal open and then let the amount return to $0. as the sales are recurring with distributors I need the insights to be accurate, but also be able to look back…
Which impact when an account is deleted ? Will the account deleted will fond back its data if I invi
Pandadoc integration
Hi I am trying to create a Pandadoc document that has pricing tables populated by the Products attached to the Deal in Pipedrive. I need to find a way of pointing Products to different pricing tables in the Pandadoc document based on their Category defined in Pipedrive. For example Products with Category "monthly" goes to…
Skicka fakturautkast direkt från Pipedrive
I veckan fick jag en fråga från ett företag om det går att fakturera direkt från Pipedrive. Jag vet att på Pipedrive Marketplace finns en hel del appar som hanterar just detta. Kollade runt lite på kundrecensioner och många var missnöjda. Men varför inte en gång för alla utreda detta för mitt eget bolag? Resultat: Nu…

Accounting & invoicing

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