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.

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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.

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.

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.

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.

See how Pipeline CRM can boost your sales

Paycove integration

Streamline the estimate-building process

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