With the Pipedrive - QuickBooks integration app, you can spare the endless email communication with your accountants as well as the switching between the Pipedrive and QuickBooks apps by creating invoices from Pipedrive’s deal details view. 

- Invoice creation and sending
- Contacts creation/link to QuickBooks contacts
- Automatic Products creation/link to QuickBooks products
- Pulling invoices from QuickBooks into Pipedrive
- Aggregated invoicing data by contact
- Updated statuses on invoices

Discover how the app can help you by giving you the necessary information to streamline your sales process and close deals faster!

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QuickBooks

# Create quotes, estimates, proposals, invoices, agreements, purchase orders, work orders, and other sales documents natively in Pipedrive with [ExtraflowDoc.](https://www.extraflowdoc.com/)

## All Features for Pipedrive: https://www.extraflowdoc.com/integrations/pipedrive

🌍 **Available in 32 languages** (EN, ES, PT..)

⚡️ **Auto-fill client data &amp; products** from your CRM

🔁 **Sync customer, deal, and product information** directly from Pipedrive

📦 **Use the Pipedrive product catalog** directly in document creation

✏️ Or **manually add any item** with a custom description and images

🗂️ **One place for all documents** — no more version chaos

✔️**📄 E-Signatures**

**CPQ** (Volume Discounts, Tiered Pricing)

- ✅ 4X faster document preparation
- ✅ +30% increase in win rate
- ✅ Auto-fill client data from your CRM
- ✅ Export beautiful PDFs or share by secure link
- ✅ 5 documents/month FREE

## Examples: 

### 🏗 [Kitchen Remodeling Estimate](https://www.extraflowdoc.com/kitchen-remodeling-estimate-example)

### ▦ [Flooring Materials Estimate](https://www.extraflowdoc.com/flooring-estimate-example)

### 🏠 [Roof Replacement Quote](https://www.extraflowdoc.com/roof-replacement-quote-example)

### 💻 [Website Design Proposal](https://www.extraflowdoc.com/website-design-proposal-example)

### ❄️ [HVAC Replacement Proposal](https://www.extraflowdoc.com/hvac-proposal-example)

quoting software, invoicing software, proposal software, estimate software, quotation

Manage contracts

Automate my pipeline and data

Other use cases

Quotes, Proposals, Estimates, eSign - ExtraflowDoc

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

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

Mit Lexware hat man Angebote, E-Rechnungen und die Buchhaltung in wenigen Minuten erledigt. Alle Daten sind smart verknüpft und somit jederzeit verfügbar. Optimal mit Lohnabrechnung und Geschäftskonto

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

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

[Hier Lexware **kostenlos testen**](https://go.lexware.de/awin/?cid=1000&amp;pid=1000&amp;pdata=13787-900761&amp;utm_medium=affiliate&amp;utm_source=13787-1754133488&amp;utm_campaign=affiliate-awin&amp;sv1=affiliate&amp;sv_campaign_id=900761&amp;awc=13787_1754133488_4af0aefea24bb24241983b61227373c6&amp;em_src=affiliate&amp;em_cmp=13787-1754133488/affiliate/affiliate-awin//)

**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).

Manage my accounts

Support my customers

Lexware Schnittstelle von PD Experts

Stripe is a technology company that builds economic infrastructure for businesses of every size, from new startups to public companies. Using our Stripe for Pipedrive extension lets you manage Stripe customers and their payment records from your Pipedrive account.

1. View the invoices created for a particular customer inside your Pipedrive account
2. Sync your Stripe customers to Pipedrive 
3. Aggregated invoicing data by contact
4. Updated statuses on invoices
5. Pull invoices from Stripe in to Pipedrive
6. Send online invoices to customers and get updated when they’re opened

Stripe for Pipedrive

**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

Danish CVR Lookup integration enhances your Pipedrive CRM by automating organization data management and streamlining lead generation. Simply search using CVR numbers, company names, or leverage our advanced search filters to find and add Danish organizations to your CRM.

Get instant access to verified company data including:

- Detailed company information
- Financial data from the last three years
- Address and contact information

Data is fetched directly from Virk.dk, Denmark's official business database, ensuring reliability and accuracy for your sales and marketing teams.

**What's New:**

**Find Leads Option:** Discover potential clients using advanced filters:

- Location (postal code/municipality)
- Employee count
- Industry type
- Organization status

**Global Search:** Quick organization search using names or CVR numbers.

**Contact Sync:** Automatically create associated contact records when adding organizations.

### Key features
1. **Easy Data Updates:** One-click organization data import using CVR number or name
2. **Financial Insights:** View three years of financial history for organizations
3. **Bulk Updates:** Update multiple organizations simultaneously
4. **Automated Data Entry:** Auto-populate CRM fields when creating new organizations
5. **Official Data Source:** Direct integration with Virk.dk for accurate information
6. **Custom Mapping:** Flexible field mapping for organizations and contacts

Nurture my leads

Danish CVR Lookup

### Fortnox 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
- 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 transform your billing process.

### **Integration features**

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

Fortnox Integration

**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)

QuoteWerks

**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

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

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.

Connect your favorite tools or easily find new ones

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