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 whom?

Invoicing: all plans.

Products: Advanced, Professional and Enterprise.

How will it work?

• Create invoices using Pipedrive Products directly
• See all invoices from Xero/QuickBooks in Pipedrive
• Check consolidated financial information on customer level

Learn all about the Invoicing feature in Pipedrive in your preferred language.

🔮 Get notified about what’s coming down the line:

• Follow What's Planned? to know what we're working on currently and what’s to come.
• Follow What’s New? and don’t... (More)

Thankfully, Patricia in support has been AMAZING, diligent and communicative.

These three features are top of mind:

• Zoom integration extension to propose times: https://community.pipedrive.com/post/zoom-integration-into-the-propose-times-feature-5f5fd5fa5da44d500cbe1f7b
• Auto-population of invoice based on contact info (like why doesn’t address just appear????) as well as products in the deal - all the info is there already - https://community.pipedrive.com/post/automate-information-fill-in-invoice-fields-5f8f58fef6934c591beba6d3
• QBO - Pipedrive integration overall needs some TLC. The biggest feature in my mind outside of the above is the ability to perform a ”Find Invoice” for existing invoices to associate with deals which also means you’d need a way to disassociate as well (basic CRUD).... (More)