Paycove
by Paycove, LLC.
Manage contracts, Enable payments and tracking
Sign up to installAbout
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.
Streamline document preparation and quotation processes, enhanced with seamless e-sign integration.
Facilitate effortless billing and payment collection, incorporating real-time transaction notifications.
Harness the power of data with comprehensive reporting tools, enabling data-driven decision-making.
Optimize your revenue recovery with our advanced collections tools, ensuring timely payments.
Stay compliant effortlessly across borders with automated tax calculations and bookkeeping. Quickbooks & Xero integrations allow you to automatically sync your quotes, invoices and payments.
Panels
Instantly see and interact with Paycove as you dive into the details of your deals/contacts in Pipedrive.
Paycove
Locations:deal details
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
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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WONDERFUL
The quote $ is stilly i have to manually refresh. If it's integrated i don't get why it doesn't update it on it's own over time.
Terrible - it is unreliable and inconsistent.
Literally could not do my job without it. Paycove + pipedrive alow my team to move extremely fast in closing deals
it works and I need it because strangely enough, a CRM/Deal Tracking company doesn't include invoice generation in it's services.
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