The filtering and sending/uploading part is straightforward with Zapier but what app do you reccommend for the billing? All the values/text is in Pipedrive, so no calculations needed.
Any good ideas, on how to make automatic billing work? So when a deal is “won”, the pdf invoice would be automatically sent to the client and uploaded to GDrive or Dropbox for the accountant.
Any good ideas, on how to make automatic billing work? So when a deal is “won”, the pdf invoice would be automatically sent to the client and uploaded to GDrive or Dropbox for the accountant.
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