Automated quoting, invoicing and payments

Not all billing workflows are the same. Scale and deliver a tailored billing process across your organization's sales and finance teams.

Businesses that use Paycove are able to leverage advanced customization, automation and integrations to successfully transform their organization's billing experience.

Customizable Templates & Workflows

Once connected, your team can start generating custom sales documents that are pre-filled with the pricing and customer data from your Zendesk Sell deal.

Quotes & Invoices

Easily manage your quotes and invoices from Zendesk Sell or Paycove.

Customers can quickly accept, decline or e-sign proposals, while quotes and invoice payments are simple and flexible thanks to the fact that Paycove offers support for multiple payment options.

Flexible Payment Processing

  • Credit and debit cards * ACH / Bank Transfer * SEPA * iDEAL * CBD payment processing * Multiple gateways for different business entities * Stripe Integration * CardConnect Integration Available payment arrangements include:

  • Deposits and down payments * One-time and fixed payments * Recurring payments and subscriptions * Scheduled payments

Process Automation

With the Zendesk Sell integration, Paycove users can select the pipeline stages that they would like to trigger the sending of quotes and invoices.

They can also create a final stage to move invoices to when they have been paid.

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Enable your pipelines

Select the Zendesk Sell pipelines you'd like to enable with Paycove.

Setup quote and invoice stages

Select the pipeline stages that you would like to trigger quotes and invoices to be created from. Select a final 'Paid' stage to move invoices to when they have been paid.

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 that you've setup with Paycove.

Paycove will add a note to your deals with a link to your quotes or invoices.

App Details

  • Author: Paycove, Inc.
  • Price: Free
  • Support: Email / Website
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