The Visma e-conomic Integration app seamlessly connects Pipedrive with e-conomic, automatically syncing customers, products, and invoices/orders and updating sales data in real-time. Directly view financial details of organisation in the custom panel of Pipedrive, and create invoices/orders in e-conomic when a deal stage changes. 

### What’s New?

- Easy B2C Customer Management: Convert your Pipedrive contacts into new customer entries in e-conomic, streamlining your CRM and accounting processes.
- Simplified Invoicing: Our integration allows for invoice creation using only the deal value, eliminating the need to specify individual product.

### Key Features
1. Automatic Deal to Invoice or Order Creation: Transform Pipedrive deals directly into invoices or orders with real-time status updates in the deal notes.
2. Financial Metrics Overview: You can view the financial metrics of organizations that include invoice details directly in Pipedrive from e-conomic under Organization tab.
3. Replay Unsuccessful Integrations: Our Replay feature, accessible from the deal notes, ensures you never miss an invoice integration again.
4. Manual Company Creation: Step up your data management game by manually creating or updating organizations from Pipedrive as customers in e-conomic.
5. Product Sync: Elevate your product management efficiency with seamless synchronization of product data from Pipedrive to e-conomic with each integration cycle.

Manage contracts

Automate my pipeline and data

Visma e-conomic integration

The Fortnox sync app seamlessly connects Pipedrive with Fortnox, enabling automatic syncing of customers, products, and invoices, and updating sales data in real-time. Directly view financial details organisation in the custom panel of Pipedrive, and create invoices/orders in  Fortnox when a deal stage changes. Pipedrive Fortnox integration advantages include real-time data updates, replay option for failed syncs, flexible field mappings, and tailored sync rules.

### Key Features

1. **Automatic Deal to Invoice or Order Creation:** Transform Pipedrive deals directly into invoices or orders, equipped with real-time status updates in the deal notes.

2. **Financial Data Update:** Updating financial data of organizations that includes invoice details directly in Pipedrive from Fortnox with a mere click using the custom panel.

3. **Replay Unsuccessful Integrations:** Bid goodbye to missed invoice integrations with our distinctive replay feature accessible from the deal notes.

4. **Manual Company Creation:** Step up your data management game by manually creating or updating organizations from Pipedrive as customers in Fortnox.

5. **Product Sync:** Elevate your product management efficiency with seamless product synchronization from Pipedrive to Fortnox with each integration cycle.

6. **Personalized Sync Setup:** Customize the sync experience with intuitive preferences and field mapping options allowing for an integration setup that mirrors your business needs perfectly.

Fortnox Sync

Power up Pipedrive with sales and payment capabilities. Send quotes, custom orders, invoices and capture payment right from each deal

**Quotes**
Create beautiful, customized quotes with images, videos, and detailed descriptions of your products that can be sent via SMS or email and viewed on any device.

**Orders**
Quickly generate and process orders, monitor their status, and update customers on the progress for efficient fulfillment and maximum customer satisfaction.

**Invoices**
Ensure prompt and accurate billing with customized invoices that streamline payment tracking, due date management, and transparent record-keeping of your financial transactions.

**Custom engagements**
Connect virtually with customers directly inside their documents to answer questions and help them convert faster.

**Payments**
Give customers the option to make payments online directly from quotes or enable autopay or partial invoicing options for added convenience.

Enable payments and tracking

QuoteMachine - Quotes, Orders, Invoices & Payments

RapidVerify is a cutting-edge integration for Pipedrive that streamlines the income and identity verification process for your contacts. As a salesperson or business owner, knowing your customer is an essential part of establishing trust and credibility. RapidVerify makes this easier and more efficient by natively embedding itself into the Pipedrive CRM.

Key Features:

1. **Automated Verification Requests**: Elevate your workflow with the ability to automatically initiate identity and income verification as deals move through specified stages in Pipedrive. This ensures no lead goes unverified at critical moments in the sales pipeline.

2. **Seamless Integration**: RapidVerify natively integrates with Pipedrive, allowing users to request and manage income and identity verification of contacts without leaving the CRM.

3. **Faster Sales Cycle**: By verifying the identity and income of contacts early in the sales process, RapidVerify helps you qualify leads faster and focus on closing deals.

Benefits:

1. **Improved Efficiency**: Automating the verification process saves time and resources, allowing you to focus on what's important - closing deals.

2. **Risk Reduction**: Reduce the risk of fraud and ensure that you are dealing with legitimate contacts by verifying their identity and income.

RapidVerify revolutionizes the way Pipedrive users manage their sales process by offering advanced automation for income and identity verification.

RapidVerify

**Send your documents for electronic signature and track them in real time**

Send your documents and contracts to your customers in a few clicks, directly from Pipedrive. Your prospects can view and sign these documents from any platform and from anywhere. Track the status of your documents in real time from Pipedrive to know if they have opened your email, viewed or signed the document.

**Create and edit your documents directly from Pipedrive**

The integration of Eurosign in Pipedrive allows you to automatically complete your documents with transactional data from your CRM, such as company details, phone number, address... The list of recipients as well as the content of Pipedrive's standard and custom fields will be filled in automatically. Avoid time-consuming tasks!

**Transparent pricing and personalized service**

Eurosign is a solution with competitive rates and high quality service. We are committed to offering a service with prices that are fair and transparent, as well as a personalized and individualized service: our customer support is ultra responsive, available and does everything possible to answer your questions and accompany you according to your needs.

**A fast and secure integration**

The integration between Pipedrive and Eurosign is fast, easy to set up and simple to use with direct access from our cloud application. Once the integration is done and activated, you will only need to create/add your own signature templates.

Qualify my leads

Eurosign eSignatures

**Boost your productivity and efficiency with the integration of iSignature.io and Pipedrive, powered by Make.** 

This powerful integration allows you to create, customize, and send signature requests directly from Pipedrive, using iSignature.io's advanced email signature solutions. No need for extra software or cumbersome processes.

Key Features and Benefits:
- Automatically create contract once deal is moved to a specific stage
- Send signature requests to your Pipedrive contacts using their email address, broadening your reach and potential business opportunities​​.
- Request up to 10 people’s signatures on a document, perfect for deals involving multiple parties​​.
- Check who has signed the document and receive email notifications every time someone adds their signature, allowing you to keep track of your deals' progress in real time​.
- Leverage the power of Make to drive agility and empower both technical and non-technical teams to build and automate complex workflows in minutes​.

Enjoy unlimited scenarios and real-time execution with Make's user-friendly platform, which offers custom user roles that can work together and share templates and scenarios between a limitless number of teams and workspaces​​.

eSignatures.io

**Discover a seamless way to manage your sales and finances with the Zoho Books and Pipedrive.com integration powered by Make**. 

By combining the advanced financial capabilities of Zoho Books with the robust CRM features of Pipedrive.com, we bring you a comprehensive solution that boosts productivity, streamlines operations and enhances communication.

Key features:
- Consolidate sales and finances – Manage your sales pipeline and finances in one place by integrating Zoho Books’ comprehensive suite of finance tools with Pipedrive’s CRM capabilities.
- Automate workflows – Automate your workflow by syncing contact details, invoices and sales orders between Zoho Books and Pipedrive, saving you precious time and reducing the risk of errors.
- Real-time updates – Any updates or changes you make in Pipedrive are instantly reflected in Zoho Books, keeping all departments on the same page.
- Effective decision making – By combining sales and financial data, you can make better, more informed business decisions.

Zoho Books

**Use Chargebee's comprehensive subscription management platform to stay on top of subscriptions, track revenue and improve customer service.** 

With the Pipedrive and Chargebee integration, you can:

- Manage subscriptions with Chargebee to ensure consistent revenue
- Use Chargebee subscription data in Pipedrive to inform your sales strategies and improve customer service
- Automate data transfer from Chargebee to Pipedrive, ensuring your teams always have the most up-to-date information

Chargebee Sync

Qwilr for Pipedrive helps automate sales content, get deals signed and paid faster. Create beautiful, personalized proposals, quotes, pitch decks, customer onboarding docs and more with the click of a button in Pipedrive. Track what buyers care about and create sales experiences that wow and drive revenue.

**Electronic signatures + payment options**

Add legally-binding electronic signature fields to proposals for faster approval. Let buyers accept and pay on the spot with the options embedded in the document.

**Page tokens to personalize every document**

Qwilr can pull custom and standard fields from Deals, Organisations (Contacts), People (Contacts) and Leads.

**Engage and upsell buyers with pricing**

Qwilr content is all built on the web, engaging buyers with interactivity and the ability to upsell with extra products or services using our interactive quote and pricing feature.

**Template library**

Shorten the time it takes to create sales material with ready-made templates sales reps can generate instantly from Pipedrive.

**Track document status and expiry**

Never leave Pipedrive with Qwilr document status, links and expiry syncing directly to your Pipedrive records.

Other use cases

Qwilr

Zistemo is a platform for business time management where you can send quotes and estimates to your client, track time to projects and create easy beautiful invoices. With the Pipedrive integration you can track your clients seamlessly between platforms.

**Sync Contacts**

Whether you choose to import contacts from Pipedrive to zistemo or export clients from zistemo to Piperive it's just one click and all desired contacts and companies are synced.

**Review Estimates**

See the last 5 estimates for each contacts directly in Pipedrive and create easily new estimates by redirected to zistemo

Communicate with leads

Manage my accounts

zistemo

**Easiest CPQ App to Setup and Use With Your Pipedrive CRM**

**Intelligent Quoting & Proposal Engine**

**Product or Service Quotes**

**Flexible Upsell/Cross-sell Workflows**

**Automatic Proposal Document Generation**

**Product, Pricing, and Approval Rules**

**Pipedrive CRM and Optional Back Office Integration**

Attract new leads

Manage my projects

Support my customers

Mobileforce CPQ

Automating PDF creation has never been easier with PDF Generator! 

With PDF Generator, you can generate PDFs from custom templates. PDF data will be automatically populated using your Pipedrive fields! With support for both default and custom fields, you’ll never have to manually enter data into your PDFs again!

PDF Generator is currently in open Beta! For more information, please visit our website at [https://easycrm.me/pdf-generator/](https://easycrm.me/pdf-generator/) or email us at [support@easycrm.me](mailto:support@easycrm.me)

Connect your favorite tools or easily find new ones

Manage contracts

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