Visma Netvisor is an online accounting and payroll software that includes all the core financial management functions for companies, plus automation tools to reduce manual work and create real-time reports.

Netvisor has all the features you need to take care of your company’s finances without surprises. 

Now you can integrate it with your Pipedrive CRM to generate sales invoices from Pipedrive deals, and then send them to Netvisor for accounting. 

Furthermore, the Integration will automatically record a custom activity on your sales deal once an invoice is submitted successfully to Netvisor.

Enable payments and tracking

Netvisor Connector

Paycove is an automated billing and payments solution that directly connects to Pipedrive, turning deals into professional quotes, invoices, and contracts. It eliminates manual data entry by automatically pulling customer and product information from your Pipedrive CRM to generate accurate documents in seconds. 

The integration with Pipedrive automates and speeds up your sales cycle by: 

• Triggering actions directly from your pipeline: Automatically create and send quotes or invoices when a deal moves to a specific stage. 
• Ensuring data accuracy and visibility: All deal data, custom fields, payments, and document status are bi-directionally synced, so your team always has real-time, comprehensive information within Pipedrive. 
• Streamlining revenue collection: Customers receive a secure, branded payment link with options for credit card, ACH, or subscriptions, and the deal is automatically marked as "paid" in Pipedrive when a payment is processed. 
• Providing automated follow-up: Set up customizable reminders to automatically chase unpaid invoices, improving cash flow without extra effort from your sales team. 
• Offering e-signature support: Expedite the sales process by allowing customers to digitally sign quotes and contracts online.

Manage contracts

Paycove

## 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.*

Automate my pipeline and data

Pennylane

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

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

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

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

[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

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

### **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

Connect your favorite apps or easily find new ones

Enable payments and tracking

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