Deeper Integration of Pipedrive and PandaDoc with Client ERP solutions

Published: Feb 08 2021
Valid until:
Mar 10 2021
Budget
$4,000

Project description

Our client is a large home service and insurance business in UK. We rolled out Pipedrive and Pandadoc and integrated with their Engineer management solution. The client is now scaling up so we need to explore Database consolidation and a middleware Solution.

We currently use Zapier to connect and process data between the platforms

Project scope

Database consolidation
Reveiw DBs from Jobwatch & NAVMerge and import to Pipedrive Develop API connections to ensure sync
Integration with ERP
Microsoft Navision JobWatch by BigChange
Invoicing integration
Stripe Subscriptions for insurance products via Pandadoc
Consultation
Developer support to plan roadmap

Required software

  • Pipedrive
  • Zapier
  • PandaDoc

Skills

  • Consulting
  • 3rd party integrations
  • API
  • CRM
  • UI
  • Data migration
  • Integration

Location

Dorking, Surrey, England, United Kingdom

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