Paycove
interactive features

Paycove

by Paycove, LLC.

interactive features
interactive features

All-in-one Payment Relationship Management (PRM) solution that simplifies billing workflows, automates collections and provides advanced A/R reports.

Manage contracts, Enable payments and tracking

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

About

Paycove is a 5 star rated app that streamlines and automates your account receivables workflow. In addition to Pipedrive, Paycove integrates with Xero, Quickbooks, Stripe, Zapier and more.

Docs & Quotes

Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.

Invoices & Payments

Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.

Reporting & Analytics

Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.

Collections

Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.

Global Tax & Accounting

Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.

Features

Panels

Panels

Instantly see and interact with Paycove as you dive into the details of your deals/contacts in Pipedrive.

Paycove

Locations:deal details

Actions

Actions

Kick off related actions in Paycove as you work with your deals, contacts and/or activities in Pipedrive.

Create

Locations:deal details

Send

Locations:deal details

Delete

Locations:deal details

Installation instructions

Step 1: Enable your pipelines

Select the pipelines you'd like to enable with Paycove

Step 2: Setup quote and invoice stages

Select the pipeline stages that you would like to trigger quotes and invoices. Select a final "Paid" stage to move invoices to upon their payment.

Step 3: Create a quote or invoice

If you already have a deal in one of your quote or invoice stages, Paycove will import them automatically.

To create a new quote or invoice, try moving a deal in your Pipedrive account to the stages you've set up with Paycove.

Paycove will add a note to your deals with a link to your quotes or invoices.

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User reviews

User reviews

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Overall rating

4,5

100+ installs
5 stars

68%

4 stars

13%

3 stars

14%

2 stars

0%

1 stars

5%

View all reviews

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