Paycove
Automated quoting, invoicing and payments
평점 없음
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설치
10
호환:
Sell
개발자
Paycove
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.
설치 방법
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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.
Install Paycove in Zendesk Sell
After registering with Paycove, you will see the Paycove app extension on the right-hand side of your deal details view. Log in using your Paycove username and password to create, view, send and manage your quotes and invoices directly from Zendesk Sell
Automatically 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.
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