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Proposals & contracts
Proposals & contracts
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#smart docs Vor und Nachteile von Smart Docs vs. Pandadoc

Hi together,

ich bin gerade dabei Pandadoc und Samrt Docs in Bezug zur Erstellung von Angeboten zu vergleichen. Neben der Usability, sollte es natürlich auch schick aussehen. Was habt ihr für Erfahrungen mit den jeweiligen Programmen? 

 

Danke euch

Mathias Jonsson
Owner of ContractorWebsites.ca

Feature Request: Integrate CC Payments (Stripe) to Request Signature Page // How are you handling CC payments?

Would it be possible to integrate Stripe to accept credit cards and begin billing from the final Request Signature page?

 

 

How is everyone accepting payments after the client signs a proposal?

I'm currently using betterproposals.io but I feel like this would be a great feature to have in Pipedrive to reduce buying friction.

 

 

need help PD

Good day I need assistance

I have this one thing I want to implement. its relating to Contracts

  1.  can PD assist me when I sign a deal with my client I want PD to automatics update my calendar continue running for 34 Months and at Month 34 it must create and meeting with my Client because client have a 5 year Contrack. all updated entry up to 34 months must be phone call entry ant month 34 must be booking.
  2. and then on same one every selected month can it automatic do a meeting with the client.
  3.   

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