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CRM & Sales Tools

Zadong invoicing

By Zadong
183 installations
3.0(1 reviews)

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Zadong invoicing screenshot 1

About this addon

Problem: Many companies use Google Spreadsheets for designing invoice templates, and sales CRM tools such as Salesforce or Pipedrive to manage deals. Then for each deal, the template is copied and deal values are pasted manually. Solution: Integrate Google Spreadsheet with Sales CRM tools (currently Pipedrive only). Use automation that takes Google Spreadsheet template and sales CRM deal as input, and outputs ready-to-print Spreadsheet invoice. Works in 3 steps: 1. Create a design of the invoice 2. Use add-on to copy/paste the deal fields placeholders where needed 3. Use add-on to find a deal and merge it into a template, which will result in a new sheet that is ready to be printed.

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