Generate PDF invoice based on Google Shreadsheet template and sales CRM deal.
Works with:
172
Overview
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.
Additional information
PricingNot available
Developer
Trader status unspecified
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Zadong invoicing will ask for the permissions shown below. Learn more
Zadong invoicing will need access to your Google account
This will allow Zadong invoicing to :
See, edit, create, and delete all your Google Sheets spreadsheets
Connect to an external service
View your country, language, and timezone
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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