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FAST · SIMPLE · PAID

From deal to
paid order.

Create and send a professional order from your Pipedrive deal. Your client accepts and pays. Pipeproposal takes care of the updates.

Get startedSee how it works

For agencies and teams selling packaged services.

One deal. Every next step.
a. atelierORDER #PP-024

Order form

Prepared for Atelier Studio

ServiceAmount
Brand strategy package

6 deliverables · Fixed-price package

€990
Subtotal
€990
VAT (20%)
€198
Total
€1,188
Order accepted

Paid by card · Invoice available

Deal updated

Pipedrive Won
Paid
Illustrative product preview
Built for PipedriveYour Stripe accountEnglish & French

THE WHOLE JOURNEY

Less chasing. More closing.

From the first proposal to the final handoff, every step stays connected.

  1. 01

    Create

    Choose a template or use the deal value, right inside Pipedrive.

  2. 02

    Send

    Email the secure order link from the panel, or copy and share it.

  3. 03

    Accept

    Your client reviews the order and accepts its terms.

  4. 04

    Pay

    Your client pays by card through your Stripe account.

  5. 05

    Synced

    The deal updates, the invoice is created, and your team is notified.

FOR YOUR SALES TEAM

Keep the next step inside the deal.

No more assembling quotes in one tool and chasing updates in another. Pipeproposal gives each Pipedrive deal a clear path forward.

  • Start from a template

    Reuse your services, deliverables, quantities and prices.

  • Send without switching tabs

    Email your client directly from the Pipeproposal panel, or copy the secure link.

  • See where things stand

    Follow Draft, Sent, Viewed, Accepted and Paid, with expiry and cancellation recorded too.

  • Stay in control

    Revise or cancel proposals as your conversation evolves.

Inside your Pipedrive deal
Proposal linkEN
Brand strategy package

€990.00

Proposal amount

Use deal value

Proposal URL

pipeproposal.app/p/atelier-024Copy
PaidAtelier Studio
SentViewedAcceptedPaid
Send email

Illustrative product preview

a. atelierORDER #PP-024

Order form

Prepared for Atelier Studio

ServiceAmount
Brand strategy package

6 deliverables · Fixed-price package

€990
Subtotal
€990
VAT (20%)
€198
Total
€1,188
I accept this order and the terms
Total · €1,188

Card payment through Stripe

Illustrative product preview

FOR YOUR CLIENT

A clear order. A simple way to say yes.

Give your client everything they need to decide, together in one professional order form.

  • The scope, spelled out

    Services, deliverables, quantities and prices, with seller and client details.

  • The total, made clear

    Subtotal, VAT, payment terms and a validity date. Print or save the order as a PDF.

  • Accept, then pay

    Recorded acceptance followed by Stripe card checkout, with 3D Secure support.

  • An invoice, automatically

    After payment, your client can download their invoice from the order page.

AFTER THE PAYMENT

Payment received. Everyone updated.

The sale is done. The handoff is already moving.

Order ready for production

Client · Deliverables · Amounts · Order link

Pipedrive is up to date

Move to your chosen stages, log notes and activities, and optionally mark the deal Won.

Your client has confirmation

A confirmation email includes the invoice link. Amounts and VAT are recorded on the deal.

Your team can get to work

An order-ready email brings together the client, deliverables, amounts and links.

ACCEPTANCE & CONTROL

Know what was accepted. And when.

  • A record of the exact order

    Acceptance stores the timestamp, version, IP address and a fingerprint of the order shown.

  • No silent edits

    If the order changes before acceptance, the client must reload to review the latest version.

  • Clear boundaries

    Clients accept before paying. Orders expire at their validity date, and accepted order details remain fixed.

GETTING STARTED

Your workflow, connected.

Set it up once. Use it on your next deal.

  1. 1

    Connect Pipedrive

    Install Pipeproposal through the Pipedrive Marketplace and authorize your account.

  2. 2

    Make it yours

    Set legal details, VAT, terms, validity, stages and the production email.

  3. 3

    Add Stripe when you're ready

    Connect your Stripe account for card payments. Proposals and acceptance work without it.

A FEW GOOD QUESTIONS

Before your next deal.

Do I need Stripe to use Pipeproposal?

No. You can create, send and collect acceptance for orders without Stripe. Connect your Stripe account when you want clients to pay by card.

Where do client payments go?

Card checkout runs on your connected Stripe account. Pipeproposal uses the payment result to update the order and your Pipedrive deal.

What happens if an order changes?

If it changes before acceptance, the client is asked to reload before accepting. Once accepted, the order details stay fixed. Pipeproposal warns you if the Pipedrive deal value changes afterward.

What if a payment fails or checkout is abandoned?

Failed payments can be retried, and an abandoned checkout can be resumed. Payment failures are logged in Pipedrive.

Does Pipeproposal handle VAT and invoices?

Orders show subtotal, VAT and total. Stripe calculates VAT at checkout and generates an invoice after payment, with the seller's configured legal details. The client can download it from the order page.

Can we use Pipeproposal in French?

Yes. Pipeproposal and the client order form are available in English and French.

FAST · SIMPLE · PAID

Make the next “yes”
a paid order.

Less admin between the agreement and the payment. More time for the work that comes next.

Get startedStart with proposals. Add payments when you're ready.