### **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 contracts

Enable payments and tracking

Manage my projects

Automate my pipeline and data

Qwoty

The Stripe Connector by No-Code Venture seamlessly integrates Stripe invoices, payments, and contacts into Pipedrive, simplifying your sales operations and allowing efficient management of financial data within Pipedrive's user-friendly interface.

Furthermore, Stripe Connector by No-Code Venture synchronizes your Stripe contacts into Pipedrive. Gain valuable insights into your customers' payment history.

We highly value your input and ideas. As part of our commitment to continuous improvement, we invite you to actively engage with our support team at No-Code Venture.

### Summary of features included

✔ Syncs Stripe invoices, payments, and non-invoice transactions into Pipedrive.

✔ Integrates Stripe contacts into Pipedrive for a comprehensive customer view.

✔ Configurable options to decide whether duplicate contacts should be added during synchronization.

✔ Flexible access controls for managing contact visibility within your company.

✔ Complete ownership of your data and the ability disconnect and remove your data from the integration at any time.

✔ Manage and pay for your subscription with Stripe starting at $8.29/month.

### Features are not included in the current version of the Stripe Connector by No-Code Venture extension though on our roadmap:

❌ Two-way synchronization of data between Stripe and Pipedrive.

❌ Automatic creation of deals in Pipedrive based on Stripe transactions.

❌ Advanced reporting and analytics features for financial data within Pipedrive.

Stripe Connector by No-Code Venture

## E-conomic Integration Overview
Transform Your Sales-to-Finance Operations

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

**Key Business Benefits:**

**1. Eliminate Manual Work**
- No double data entry between systems
- Automated customer, product and invoice/order/quote creation

**2. Real-time financial data syncing**
- View e-conomic booked-invoice data directly in Pipedrive contacts

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

**4. Start with Free Expert Onboarding**
- Custom setup for your Pipedrive account.
- Custom guidance for your specific needs

**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 streamline your billing process.

### Integration features
- **Automatic Deal to Invoice/Order/Quote Creation**: Convert deals to invoices with real-time updates.
- **Financial Metrics**: View Booked e-conomic invoice data in Pipedrive
- **Replay Failed Syncs**:Retrigger unsuccessful integrations
- **Customer Creation**: Create e-conomic customers from Pipedrive Organizations/People
- **B2C Management**: Convert Pipedrive contacts to e-conomic customers.
- **Simple Invoicing without products**:Generate invoices from the deal value.

Visma e-conomic Integration

Easily synchronize Xero and Pipedrive records bi-directionally. Easily access quotes, invoices, and payments directly within Pipedrive, eliminating the need to log in to Xero and toggle between apps. With SyncQ, your Pipedrive records are instantly synced with Xero, mitigating the discrepancies caused by manual entries and enhancing business efficiency. Embrace business process automation to streamline operations.

&#x2713; Automatically Synchronize Xero Transactions with Pipedrive

&#x2713; Synchronize Quotes, Invoices, and Payment History with Organizations and People in Pipedrive

&#x2713; Instantly synchronize data both ways

&#x2713; Synchronize Pipedrive Records with Xero Contacts, Quotes, Invoices, and More

&#x2713; Track sales trends and receivables within Pipedrive

&#x2713; Customizable mapping  to suit your business requirements

&#x2713;  Utilize a single Deal for multiple Quotes/Invoices to enable Progressive Billing

&#x2713; Email quotes and invoices can be sent out directly from Pipedrive

&#x2713; Connect multiple Xero companies

&#x2713; PDF format for Quotes and Invoices (SyncQ license required for viewing)

Xero Business Team Automation - SyncQ

Use this integration to move your contact and organisation information from Pipedrive to Bexio, or Bexio to Pipedrive, in one click. 

- Bulk import Bexio contacts and organisations to Pipedrive or vice versa
- Contact name, email and phone is transferred
- Organisation name, email, phone number and address is transferred

*Please note that other contact/organisation fields and custom fields are not transferred. Contacts and organisation links will also not be transferred.*


**Looking for more?**
At what., we can develop custom Pipedrive integrations to help improve your experience and usability with Pipedrive. We also offer Pipedrive consulting services, if you want to get even more out of your Pipedrive experience. Please get in touch for more information at pipedrive.bexio@what.digital

Other use cases

Bexio Pipedrive Data Transfer App

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.

Manage my accounts

Support my customers

Collectdesk

HOW IT WORKS: It's simple! You will set up a document (or template) in Formstack Documents, integrate it with Pipedrive to send your data to that document and we’ll send you a merged copy.

With our various document types, you can create professional-looking documents that will fit right in with your business. Whether you need a secure PDF, a dynamically generated document, or the flexibility of a Word/Excel/PowerPoint – Formstack Documents supports it all.

Once you've created your merged document, you can choose from one of Formstack Documents' powerful delivery options, such as email, saving it in the cloud, or sending it to a 3rd party.

Formstack Documents

QuarterOne is a free revenue forecasting app that creates automated forecasts from Pipedrive sales data in minutes.
 
With better control of your sales data, you can build a more accurate forecast you can trust.
 
Sales teams love Pipedrive. With QuarterOne, your finance and management teams will, too.
 
“QuarterOne removes the need for messy spreadsheets that are out of date the minute you create them “ -  Mark Robotham, COO at Quanton.
 
Key benefits:
- Measure the velocity of your sales team
- Predict how quickly your existing pipeline will grow
- Spread deals over multiple months
- Lock down periods to prevent unwanted changes to reported months
- Compare your current forecast with previous versions
 
Get started with a free 14-day trial.

QuarterOne

Automatically Sync QuickBooks online records with Pipedrive and vice versa. View estimates, invoices, payments and sales receipts directly in Pipedrive. No need to log in to QuickBooks. SyncQ instantly syncs your Pipedrive records with QuickBooks! 

SyncQ – approved by QuickBooks Intuit. Intuit regularly evaluates the security to support small businesses and individual business owners.   Helping them to save time and money by elevating the level of their accounting operations.

Manual entry in Pipedrive and QuickBooks leads to mismatched data and slows down business operations. Business process automation helps to prevent that. Customers usually prefer automated to manually created billing.

&#x2713; Automatically sync QuickBooks transactions with Pipedrive

&#x2713; Estimates, invoices and payments history synced with Pipedrive organizations/People

&#x2713; Instantly sync data both ways

&#x2713; Sync Pipedrive records with QuickBooks customers, vendors, invoices, bills and more

&#x2713; Track sales trends and receivables in Pipedrive

&#x2713; Customizable mappings based on business need

&#x2713; One deal to multiple estimates/ invoices for progressive billing

&#x2713; Email estimates and Invoices to customers from Pipedrive

&#x2713; Connect multiple QuickBooks companies

&#x2713; PDF Estimates & Invoices (license required)

QuickBooks Business Team Automation - SyncQ

Commercient SYNC offers you the ultimate ***time-saving solution, automating data entry and reducing duplication.*** It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads. 


Our app offers ***flexible data flow with one-way or bidirectional integration.*** Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to ***enhance efficiency and productivity.*** Benefit from a hassle-free, user-friendly experience that's fully managed. 


### With [Commercient SYNC](https://www.commercient.com/) you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.


**Quickbooks Desktop data into Pipedrive:**

- Sync Contacts from Quickbooks as Pipedrive People
- Sync Customers from Quickbooks as Pipedrive Organizations
- Sync Sales Invoices or Orders from Quickbooks as Pipedrive Deals
- Sync Quickbooks Products as Pipedrive Products 
- Attach Contacts and Organizations form Quickbooks into Pipedrive as Deals.


**Pipedrive data into Quickbooks Desktop:**

- Sync Pipedrive Organizations as Quickbooks Customers
- Sync Pipedrive Contacts as Quickbooks Contacts
- Sync Pipedrive Products as Quickbooks Products
- Pipedrive Deals in a defined stage as Quickbooks Sales Orders or Invoices

QuickBooks Desktop SYNC

**Qwoty** is an AI-powered CPQ software (Configure, Price, Quote) that helps B2B sales teams create accurate sales quotes, close deals faster, and automate the quote-to-order process directly from their Pipedrive.

**AI-Powered Quote Generation** : Qwoty transforms emails, spreadsheets, or customer requests into ready-to-send quotes in minutes. The AI matches products to your catalog, applies pricing rules and discount thresholds, and generates compliant quotes automatically.

**Interactive Deal Rooms &amp; E-Sign** Replace email back-and-forth with branded digital deal rooms where buyers review quotes, select options, and sign — all in one place. Built-in e-signature supports sequential or parallel workflows with full audit trail.

**Quote-to-Order Automation** Signed quotes automatically convert into structured sales orders. Track invoices, deliveries, subscriptions, and amendments in real time — no manual re-entry, no handoff errors.

**Sales Agreements** Manage framework agreements with negotiated pricing, volume commitments, and commercial terms. Track MRR, ARR, and contract value automatically.

**Seamless Integration** Connect Pipedrive with ERPs &amp;  Billing like SAP, NetSuite, Stripe, and Chargebee etc.  keeping quotes, orders, and invoices aligned across your stack.

**Built for Fast Adoption** Intuitive UX, guided workflows, and zero training required. Sales teams are productive from day one.

Qwoty | eSign, CPQ (Configure, price, quote), CLM

Commercient SYNC offers you the ultimate ***time-saving solution, automating data entry and reducing duplication.*** It streamlines workflows for your sales, customer service, and marketing teams, granting them easy access to vital customer information and leads. 

Our app offers ***flexible data flow with one-way or bidirectional integration.*** Seamlessly integrate your ERP data with Pipedrive through Commercient SYNC to ***enhance efficiency and productivity.*** Benefit from a hassle-free, user-friendly experience that's fully managed. 

### With [Commercient SYNC](https://www.commercient.com/) you'll gain deeper insights into sales, orders, and invoices, empowering you to monitor performance and make informed decisions as you work towards your sales and company goals.

**Sage 100 data into Pipedrive**

- Sync Contacts from Sage 100 as Pipedrive People
- Sync Customers from Sage 100 as Pipedrive Organizations
- Sync Sales Invoices or Orders from Sage 100 as Pipedrive Deals
- Sync Sage 100 Products as Pipedrive Products 
- Attach Contacts and Organizations form Sage 100 into Pipedrive as Deals.

**Pipedrive data into Sage 100**

- Sync Pipedrive Organizations as Sage 100 Customers
- Sync Pipedrive Contacts as Sage 100 Contacts
- Sync Pipedrive Products as Sage 100 Products
- Pipedrive Deals in a defined stage as Sage 100 Sales Orders or Invoices

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