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Xero
We understand the integration between Pipedrive and Xero, we've read your documentation and materials in your website too, (Some of the links we looked at : https://www.pipedrive.com/en/blog/pipedrive-xero-integration AND https://www.pipedrive.com/en/features/xero-crm-integration). So we understand if we create an invoice…
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Quickbook Invoicing: How to create an invoice in Pipedrive that aligns with products in Quickbooks?
I imported products from Quickbooks into Pipedrive Products so they match. But when I create an invoice in Pipedrive it doesn't match Products. It list as all the same products. Anyone have luck with this without paying $15 month for SyncQ? Anyone using Automate.io? @Ashutosh Cheulkar would Automate.io be able to solve…
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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…
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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…
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Billing Contacts for Organizations/Deals
Hi! How does PipeDrive designate a billing contact for an organization/customer and/or an opportunity/deal? Do we need to create custom fields at the Organization level? Or do we designate one of the connected people contacts as the billing contact? The context of this is that we're integrating SaasOptics with our…
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Pipedrive and Xero constant fail connection
Hi everyone, need help on fixing the connection between pipedrive and xero. They are constantly disconnected and I don't understand why
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ProCountor integrointi
Tietääkö kukaan onko Pipedriveen olemassa jo toteutettua laskutus integrointia ProCountor taloushallinnon ohjelmaan? Tämä poistaisi yhden työvaiheen laskutuksessa, mikäli kaikki tiedot ovat Pipessä oikein ja ne saataisiin siirrettyä automaattiseesti / napin painalluksella ProCountoriin.…
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has anyone used the quickbooks integration app? how well does it work?