Proposals & Contracts​ – Pipeline https://pipelinecrm.com Pipeline - Supercharge your sales Mon, 08 Sep 2025 16:41:34 +0000 en-US hourly 1 https://pipelinecrm.com/favicon.png Proposals & Contracts​ – Pipeline https://pipelinecrm.com 32 32 PaintScout Integration https://pipelinecrm.com/features/integrations/paintscout/ Sun, 31 Mar 2024 22:44:38 +0000 https://pipelinecrm.com/?page_id=3208 Continue reading PaintScout Integration]]>
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Enhance Your Estimation Process with PaintScout and Pipeline CRM Integration

Optimize your painting estimation process with the PaintScout integration for Pipeline CRM. This powerful tool automatically updates your leads and deal stages, saving you valuable time. Effortlessly add Pipeline CRM contacts to your PaintScout estimates, making contract creation quick and straightforward.

Streamline the estimate-building process

Pipeline CRM integration with PaintScout. A perfect solution for painting contractors. This integration allows you to keep leads and deals stages automatically updated, saving you time and streamlining your painting estimation process. Seamlessly add all your Pipeline contacts to your PaintScout estimates so contracts are easy to create and finalize.

 

Pipeline is a CRM for your sales team that offers easy setup and intuitive tools that help painting teams close deals faster. With Pipeline, your sales team can easily track leads, organize workflow, and manage your customer base.

Resources:
How to set-up and use

Real-time sync

When you send the estimate in PaintScout, it attaches a PDF of the estimate to the contact right inside Pipeline. It also updates the Activity section with the email you sent to the customer.

Leads and deals stay current

Data is sent back to Pipeline once an estimate is sent or accepted, ensuring your leads stay current. Deal stages can be automatically updated according to the status in PaintScout!

Highly customizable CRM

Perfectly capture your unique sales process by customizing deal stages. You can add more sales pipelines to track multiple services, like interior and exterior staining or pressure washing.
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]]> Paycove https://pipelinecrm.com/features/integrations/paycove/ Sat, 24 Jul 2021 11:36:03 +0000 https://pipelinecrm.com/?page_id=253 Continue reading Paycove]]>
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Paycove integration

Quoting, invoicing and payments for Pipeline CRM

Streamline the estimate-building process

Improve your time-to-close by automatically creating sales documents, quotes, and invoices in Pipeline with Paycove. Manually generating quotes and invoices is time-consuming and costly. Paycove helps Pipeline users automate data input, payment reminders, tax calculations, payments, and more.

 

Founded in 2017, Paycove is a 5 star rated app and #1 in billing and accounting categories. Our team has decades of experience building enterprise web applications and integrations with sales and accounting software.

Resources:
How to set-up and use
Our Pipeline + Paycove customers benefit from increased cash flow and spend 10x less time billing and chasing down customers – so they have more time to grow and sell their business.
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Most billing scenarios are supported out-of-the-box and can be set up in a few clicks. Common scenarios include down payments, split payments, recurring subscriptions and one-time payments.
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accept payments
Paycove’s online invoices get you paid fast and our checkout experience makes it easy for customers to pay with a combination of payment methods such as Credit/Debit, ACH, Wires, Apple / Google Pay, Buy Now Pay Later and more.
We offer a variety of integrations including Stripe, Quickbooks, TaxJar, Xero, Zapier and an API for custom built workflows.
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Dynamic document templates and docs suite

Create and manage documents from Pipeline CRM. Use Paycove Docs to create contracts, packing slips, product sheets, sales agreements and more. Documents are completely customizable and save valuable time by pre-populating with your deal fields.

Quote builder and e-Signature suite

Create and manage quotes from Pipeline
Use Paycove Quotes to create quotes that are easy for your team to create and your customers to e-sign and accept. Sync quotes with Quickbooks, Xero, and Sage
Offer your customers multiple options (product bundles) to choose from before accepting and e-signing a quote.

Cashflow and A/R automation suite

Create and manage invoices and collect payments from Pipeline CRM. Sync invoices with Quickbooks, Xero, and Sage Accept one-time, recurring subscriptions, down payments, buy now, pay later and more.
Paycove integrates with Stripe, Openpay and CardConnect to offer credit, ACH, wire, SEPA, Bancontact, iDEAL and check payment methods.

Learn More
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