Send sales invoices from Pipedrive to Procountor

In Enable payments and tracking

Description

Procountor is an online accounting and financial management software. Install Procountor add-on into your Pipedrive and start sending sales invoices directly from Pipedrive.

With Procountor application, you can:

Create Procountor sales invoice from your Pipedrive deals
Control how your customer and product information is managed in both Pipedrive and Procountor
Synch your product data from Procountor to Pipedrive

Try Procountor add-on with a 30-days free trial!

Please contact our sales for pricing information after the trial.

Features

Actions

Kick off related actions in Procountor as you work with your deals, contacts and/or activities in Pipedrive.

Invoice settings

Locations:deal details

Create invoice

Locations:deal details

Installation instructions

To start using the Procountor add-on, follow these instructions:

Obtain a Procountor API key for a user which has access to create invoices, customers and products in Procountor
Install the add-on from this page by clicking "Install now"
After the installation you will be taken to the add-on onboarding Wizard. First enter the Procountor API key in it's corresponding field
Follow the onboarding Wizard to complete your invoicing configuration
All done! Ready to send your invoices