Payments Alpha Testing

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Please answer a short survey to help us understand if you fit the use case for the early testing phase of Pipedrive's invoicing and payments solution.

Email *

Your full name: *

Pipedrive login email: *

What is your job title? *

How many full time employees are in your company?
*

How many employees are involved in invoicing & payments tasks? *

2-5

6-10

More than 10

Do any employees involved in invoicing & payments tasks also use Pipedrive?

Yes

Which tool(s) do you currently use for invoicing & payments tasks?

Xero

Quickbooks

Freshbooks

ZohoInvoice

Stripe

PayPal

Other:

Required

Which of the following apply to your current invoicing process? *

I generate invoices for one-time payments

I generate invoices for subscriptions (e.g. monthly / annually)

I generate invoices for partial payments (e.g. deposit, project milestones)

Other:

Required

Please briefly describe how you currently track and follow up on payments (Do you receive notifications when you've been paid? Do you use a tool to follow up on payments? How often do you have to follow up on overdue payments? What information is relevant?) *

If Pipedrive offered you an invoicing & payment solution, which of the following options would be your preferred access/pricing approach?

Flat monthly fee giving invoicing & payments access to all Pipedrive users

Price per user, allowing to control which users have access to both Pipedrive and the invoicing & payments tool

Price per usage (e.g. number of invoices generated per month)

Other:

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