Streamline your sales
and accounting workflow

Sync quotes and invoices with Pipedrive. Send data to Quickbooks and Xero with the click of a button.

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A top-rated proposal & invoicing app in Pipedrive's marketplace

Pipedrive Integration

Simple

Get setup with a few clicks

Unlimited

Unlimited quotes and invoices

Free to try

14-day free trial

Create quotes and invoices in seconds.

Paycove puts a stop to manual data entry and provides you
with the fastest way to streamline your billing process.

Automated Invoicing

Paycove automatically captures, transforms and displays Pipedrive data as a quote or invoice.

Accept Payments

Your customer and product data is synced to display up-to-date pricing. Customers can pay easily.

Stay Updated

Ensure you never operate with inconsistent data. When a customer pays, Pipedrive is updated instantly.

   See an example invoice!   

Seamlessly integrates with your existing sales workflow

Quotes and invoices are created when deals reach the "trigger" stage of your pipeline that's setup with Paycove. Paycove quotes and invoices are always synced with deal, contact, product and custom fields data in Pipedrive.

  •   Eliminates the need to manually create quotes and invoices.
  •   Bi-directional sync with deals, contacts, custom fields and products.
  •   Paycove updates and alerts are added to deals in Pipedrive.

Generate custom quotes and invoices with custom fields

Eliminate time involved in writing up complicated invoices. With Paycove it takes seconds to create quotes and invoices that include all of the data from your custom Pipedrive fields.

  •   Automatically include custom deal, contact and product data.
  •   Customize where Pipedrive data displays on quotes and invoices.
  •   Ability to create and manage custom taxes, VAT and fees.

Sync your Pipedrive product library or create products in Paycove

Each Pipedrive product associated with your deal is added as a line item on your Paycove quote or invoice. If your plan doesn't include products you can easily create them in Paycove.

  •   Include Pipedrive products and Stripe subscriptions as line items.
  •   Include discounts, unit price, quantity, taxes and more.
  •   Create products and line items directly in Paycove.

Automate the quote to cash process with Paycove

Paycove automates the entire billing process from: Deal ... Quote ... Invoice ... Paid. You can even keep your quote and invoice data synced with your favorite accounting software.

  •   Create, send and track quotes and invoices directly from Pipedrive.
  •   Quote and invoice activity automatically triggers updates to Pipedrive deals.
  •   Sync your billing data with your back-end accounting software.

An invoicing platform designed
for teams that use CRM software

Flexible Payment Options

Use a variety of payment options to meet unique customer needs.

Subscriptions

Link subscriptions with Stripe to auto-bill long term clients.

Custom Templates

Show off your style with quotes and invoices that leave a lasting impression.

File attachments

Include your detailed project plans and product specific documentation.

Email Reminders

Improve cash flow by ensuring invoices don't fall through the cracks.

Team Members

Work collaboratively with an unlimited number of team members.

Digital E-Signature

Allow customers to digitally sign important sales quotes.

Trackable URLs

See when and where your quotes and invoices are viewed by your customers.

Downloadable PDFs

Custom Taxes

Issue Refunds

CSV/XLS Export

Custom Fields

Offline Payments

ACH/Bank Transfer

Credit/Debit

Scheduled Payments

Auto-billing

Accounting Sync

Bulk Actions

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  • Paycove Invoicing Integration
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