Visma Netvisor
interactive features

Visma Netvisor

by Zimple Oy

interactive features
interactive features

Send sales invoices from Pipedrive to Netvisor

Enable payments and tracking

App screenshot
App screenshot
App screenshot
App screenshot
App screenshot

Description

Visma Netvisor is an online accounting and financial management software. To make your sales process smoother, integrate Netvisor into your Pipedrive and start creating sales invoices directly from Pipedrive.

With Netvisor application, you can:

  • Create Netvisor sales invoices and orders from your Pipedrive deals
  • Control how your customer and product information is managed in both Pipedrive and Netvisor
  • Synch your product data from Netvisor to Pipedrive

Try Netvisor application with a 30-days free trial!

Please contact our sales for pricing information after the trial.

Netvisor Professional package (or higher) is required for the integration to work. Read more here.

Features

Actions

Actions

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

Invoice settings

Locations:deal detailsdeal list

Create invoice

Locations:deal detailsdeal list

Installation instructions

  1. Install the application from Pipedrive Marketplace
  2. Read terms and conditions and approve them
  3. Complete the onboarding process
  4. If you have selected product datamaster as Netvisor, wait until the synchronization has ended
  5. Everything is set! You can start using Netvisor application.

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