**Deliver professional, accurate quotes in less time with QuoteWerks.**

QuoteWerks is a powerful Configure, Price, Quote (CPQ) solution that helps sales teams streamline quoting, reduce errors, and close deals faster. Trusted by over 35,000 users worldwide, QuoteWerks makes it easy to create branded quotes and proposals while keeping your Pipedrive deals up to date.

Unlike lightweight proposal tools, QuoteWerks provides deep quoting capabilities including real time distributor pricing, product sourcing, and interactive online quotes with electronic approvals and payments through QuoteValet. This gives your team the ability to handle both simple and complex sales scenarios with confidence.

**Integration features**
- Create and update quotes directly from your Pipedrive deals
- Search and pull People, Organizations, and Products from Pipedrive into QuoteWerks
- Automatically update deal values when quotes are created or changed
- Attach PDFs and emails from QuoteWerks to the associated Pipedrive deal
- Log quote activities and track approvals inside Pipedrive
- Sync new and updated contacts, deals, and products to keep both systems aligned

With QuoteWerks and Pipedrive working together, you can automate your sales process, gain visibility across the pipeline, and deliver a seamless customer experience.

[Learn more about this integration](https://www.quotewerks.com/pipedrive.asp)

[Book your demo today](https://www.quotewerks.com/reqdemo.asp)

Manage contracts

Enable payments and tracking

Automate my pipeline and data

Other use cases

QuoteWerks

[Prospero](https://goprospero.com/) for Pipedrive is a powerful proposal automation tool designed to help sales teams close deals faster directly in Pipedrive. 

Easily create stunning proposals from any contact or deal using pre-built templates and a rich content library. Prospero auto-fills client and deal info directly from Pipedrive, helping you personalize every proposal in seconds. Once sent, you can track when your proposal was viewed and for how long, giving you real-time insights to follow up at the right moment.

Craft any document - agreement, quote, contract, and more. Clients can eSign and pay directly, streamlining the process from pitch to close.

All proposals and activity are synced back into Pipedrive, so your team stays organized and informed without juggling multiple tools.

Key Features:

📄 Create proposals from any deal or contact in Pipedrive

🧠 Auto-fill contact &amp; deal variables to personalize faster

🧰 Use ready-made templates &amp; a content library to save time

✍️ AI writing assistant to help write better, faster proposals

👀 Track views, time spent, and engagement on every proposal

🔔 Send email reminders and increase close rate

✍️ Get proposals eSigned quickly and securely

💳 Collect payments seamlessly through the proposal

📂 Access all proposals and their details directly in Pipedrive

Prospero turns your sales proposals into a smart, integrated part of your pipeline - impressing clients and helping you close more deals, faster.

Nurture my leads

Communicate with leads

Prospero - Business Proposals, Quotes & eSignature

### Embed USA Payments’s ACH and Card Checkout Directly into Your Deals

Transform your Pipedrive workflow into a full-fledged payment hub. USA Payments brings secure, PCI-compliant checkout experience right into every Deal—no more toggling between apps, no more manual invoicing, no more lost momentum. Whether you absorb transaction fees or pass them on to your customers, USA Payments gives you the flexibility and control your sales team needs to close faster and get paid sooner.

### Key Benefits

**Seamless In-CRM Checkout**
Insert a payment widget directly on your Deal page—collect card or ACH payments without ever leaving Pipedrive.

**Dual and Traditional Pricing Models**
Choose whether your business covers processing fees or passes them on to customers, all configurable on a per-deal basis.

**Rock-Solid Security and Compliance**
Leverage USA Payments PCI-certified infrastructure and bank-level encryption to safeguard every transaction.

**Zero-Code Installation**
Install in seconds, configure in minutes. No developers needed—just install the app, connect your account, and you’re ready to collect.

### Why USA Payments?

With USA Payments, we excel where other platforms fail. We protect your business, save you money and streamline your payment collects process, so you can focus on what matters: building relationships and closing deals. Stop chasing signatures and invoices, and start capturing payments at the speed of sales.

USA Payments - Payment Provider

Laskuta suoraan Pipedrivesta. 

Myynnin ja laskutuksen ei enää tarvitse olla erillään. Sovellus hoitaa yleisimmät järjestelmien väliset rutiinit: se luo ja päivittää asiakastiedot Pipedrivesta Netvisoriin sekä muodostaa laskun tai myyntitilauksen tuoteriveineen Pipedrivesta Netvisoriin voitetun kaupan perusteella. Mukana kulkevat myös viitekenttien sisältämät tiedot.

Netvisor palauttaa lähetetyn myyntilaskun numeron Pipedriven kaupalle.

Pipedriven yhdistäminen laskutusprosessiin tuo todennetusti säästöjä työajassa ja kasvattaa käyttöpääomaa nopeuttamalla laskutusta.

Kokeile 30 päivää ilmaiseksi!

*Integration uses Pipedrive standard functionality and supports all languages. Try 30 days for free!*

Manage my accounts

Netvisor

CollectDesk enhances your Pipedrive experience by automating payment collections and streamlining customer interactions. By integrating with Pipedrive, CollectDesk synchronizes payment data directly into your sales pipeline, automating accounts receivable tasks and reducing manual follow-ups. 

This integration ensures that as soon as a deal is closed in Pipedrive, payment processes are initiated automatically, helping you maintain a steady cash flow and focus on driving sales. CollectDesk also simplifies invoice management and enhances customer communication, making your sales operations more efficient and effective.

Support my customers

Collectdesk

Laskuta suoraan Pipedrivesta. 

Myynnin ja laskutuksen ei enää tarvitse olla erillään. Sovellus hoitaa yleisimmät järjestelmien väliset rutiinit: se luo ja päivittää asiakastiedot Pipedrivesta Procountoriin sekä muodostaa laskun tai myyntitilauksen tuoteriveineen Pipedrivesta Procountoriin voitetun kaupan perusteella. Mukana kulkevat myös viitekenttien sisältämät tiedot.

Procountor palauttaa lähetetyn myyntilaskun numeron Pipedriven kaupalle.

Pipedriven yhdistäminen laskutusprosessiin tuo todennetusti säästöjä työajassa ja kasvattaa käyttöpääomaa nopeuttamalla laskutusta.

Kokeile 30 päivää ilmaiseksi!

*Integration uses Pipedrive standard functionality and supports all languages. Try 30 days for free!*

Procountor Taloushallinto

**sevdesk is a German bookkeeping tool which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

sevdesk übernimmt die Buchhaltung rechtskonform am deutsch-sprechenden Markt. Damit behalten Gründer, Selbstständige und KMUs den Überblick über ihr Business.

Mit der Schnittstelle zwischen Pipedrive und sevdesk ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-pipedrive-sevdesk/) 

[Hier sevdesk **kostenlos testen**](https://www.awin1.com/awclick.php?gid=361518&amp;mid=15944&amp;awinaffid=900761&amp;linkid=2458873&amp;clickref=](url))

**Hinweis**: Wir empfehlen für die Verwendung (genau wie Pipedrive - [siehe hier](https://support.pipedrive.com/de/article/which-browser-is-best-for-pipedrive)) Chrome oder Edge (und zur Not auch noch Firefox).

sevdesk Schnittstelle von PD Experts

**FastBill is a German bookkeeping tools which covers the needs of the German speaking market. Therefore, the following description is not translated to English.**

FastBill automatisiert tägliche Abläufe und bringt Ordnung in Rechungen, Belege und Banking. 

Mit der Schnittstelle zwischen Pipedrive und FastBill ersparen Sie sich das manuelle Anlegen der **Stammdaten** und können **Rechnungen** direkt aus Pipedrive erstellen. 

[Hier finden Sie **weitere Informationen**](https://pd-experts.com/schnittstelle-fastbill-mit-installationsanleitung) und auch einen  Link, um **FastBill** zu **testen**:

Fastbill von PD-Experts

### **CPQ: Structure a sales journey for your team**
Generate error-free quotes quickly. With native Pipedrive integration, easily configure custom prices and products. Qwoty is a 100% no-code solution, requiring no technical or development skills.

👉 **Create error-free quotes with Qwoty CPQ**
- Product catalog
- Complex pricing management
- Cross-sell and up-sell
- Contract library
- Internal offer approvals



### **Sales Rooms: Boost your ROI on sales investments**

Discover the power of Sales Rooms with Qwoty! Centralize all offer-related information in a secure space, simplifying communication between your team and clients. Reduce back-and-forth exchanges and avoid confusion with an intuitive, dynamic interface. Transform each proposal into a seamless experience to maximize your closing success!

👉 **Turn your sales team into top performers with our Dealroom**
- Unlimited offer templates
- PDF export
- Custom branding
- Automated reminders



### **eSignatures: Shorten your sales cycles**

Save time by reducing the delivery delay of your offers with an eSignature solution integrated into Pipedrive. Avoid back-and-forth exchanges and get your documents signed online. Simplify the client experience, giving your sales team a decisive advantage.

👉 **A smooth customer journey with eSignatures**
- EIDAS compliant
- SMS OTP


👉 **Accelerate with our smart automations**
- Multiple Integrations (Pennylane, Quickbooks, Sage, Stripe, SAP, Salesforce...)
- API

Manage my projects

Qwoty

## Pennylane x Pipedrive, la finance enfin au coeur de votre CRM

Améliorez la productivité de vos équipes commerciale et finance en connectant Pipedrive et [Pennylane](https://www.pennylane.com/fr/).

Devis, facturation et suivi des ventes sont enfin accessible à votre équipe Sales depuis Pipedrive ! 

- Transformez vos affaires gagnées en factures sans quitter Pipedrive.
- Envoyez les factures à vos clients depuis Pipedrive
- Créez vos client Pennylane automatiquement lors de la création des devis et factures
- Suivez vos factures Pennylane et leur statut de paiement au quotidien depuis Pipedrive

Diminuez le délai d'encaissement grâce à un processus de devis/facturation efficace !

## Pennylane

Pennylane est le seul outil qui réunit tout ce dont votre entreprise à besoin : 
- Facturation simplifiée
- Gestion des achats
- Compte & carte pro
- Trésorerie en temps réel
- Comptabilité complète
- et bien plus encore grâce à des centaines d'intégrations possibles !


**Pas encore client Pennylane ? [Contactez-nous](https://heybilly.io/contact) pour une démonstration personnalisée de Pennylane et des possibilités de l'intégration**

-----

*Disponible uniquement en France / Available only in France*

*Cette application est exclusivement conçue pour le marché français et est uniquement disponible en langue française. Veuillez noter que l'assistance et les fonctionnalités peuvent être limitées si vous utilisez l'application en dehors de la France.*

Pennylane

**Business Central Integration Overview**

Transform Your Sales-to-Finance Operations

**Features**:

- ✅ Automatic Deal to Invoice/Order Creation
- ✅ Financial Metrics within Pipedrive
- ✅ Replay Unsuccessful Integrations
- ✅ Manual Company Creation

**Key Business Benefits:**

**1.Eliminate Manual Work**
- No double data entry between systems
- Automate organisation/person, product and invoice/order creation

**2.Real-time financial-data syncing**
- Stay Informed and In Control
- View booked invoice metrics directly within Pipedrive organization/person

**3.Fix failed syncs with "Replay" option**
- Update deals and re-sync to reflect changes
- Instant notifications for sync actions in deal notes

**4.Start with Free Expert Onboarding**
- Personalized setup for your Pipedrive account

**Start your free trial with 15 credits today**! [Book a free 30-minute onboarding session](https://meetings.hubspot.com/cloudify/app-assistance), and let us transform your billing process.

### **Integration features**

- **Automatic Deal to Invoice/Order Creation**: Transform deals into invoices/orders with real-time updates.
- **Financial Metrics**: View Business Central booked invoice metrics in Pipedrive
- **Replay Failed Syncs:** Recover unsuccessful integrations
- **Customer and Product sync:** Ensure precise customer and product synchronisation between Pipedrive and Business Central
- **B2C Customer Management**: Convert Pipedrive person/people to Microsoft Business Central customers

Business Central Integration

ScaleXP fully integrates your Pipedrive CRM, and accounting data to help you better manage your sales processes and financial operations. With ScaleXP, you can:

— Understand when deals have closed and are ready to be invoiced
— Review booked versus billed data
— Track the sales pipeline, close, and conversion rates
— Consolidate financials across countries, currencies, and geographies
— Track multiple budgets and forecasts across entities and systems
— Integrate tracking codes to understand costs by department
— Benefit from a suite of automated metrics, such as ARR, MRR, net dollar retention, gross revenue churn, renewals, and upsells
— Present data beautifully in graphs and charts that are ready to share with the business

By integrating ScaleXP with Pipedrive, you can streamline your financial operations, gain better insights into your sales data, and make informed decisions to help drive business growth and success. 

ScaleXP combines data from other software such as Xero, Quickbooks, Stripe and HubSpot to fully automate calculations for 40+ SaaS metrics.

ScaleXP offers an easy-to-use, comprehensive financial management platform that saves up to 5 days a month, takes only an hour to set up and start receiving value, and is completely customisable to each business's requirements. 

With ScaleXP, you can save time, reduce costs, and focus on strategic planning to drive long-term growth and success for your business. Visit [scalexp.com](https://scalexp.com) to learn more.

Connect your favorite tools or easily find new ones

Enable payments and tracking

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