[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

Manage contracts

Enable payments and tracking

Other use cases

Prospero - Business Proposals, Quotes & eSignature

**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)

Automate my pipeline and data

QuoteWerks

### **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

**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

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

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

**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 v2.1

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

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!*

Netvisor

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

Connect your favorite tools or easily find new ones

Enable payments and tracking

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