01↯
Start documents from the deal
Customer, address, products, prices, taxes and texts are transferred from the deal and checked before creation.
Nextdocs · Pipedrive → Lexware
From deal to document — without duplicate entry.
Nextdocs creates quotes, order confirmations, invoices and recurring invoices from the data already stored in Pipedrive. Lexware handles the commercial document, while its status, number and history remain visible in the sales process.
✓ Pipedrive with Lexware✓ Supports multiple companies✓ Reviewable document drafts
nextfirma.DOCUMENTS
NEXT STEP
Sales data becomes commercially usable.
Deal → Document
- 1Review deal and line itemsAKTIV
- 2Create document draft→
- 3Return number and status→
✓Structured and readyPersonally supported
4essential document types
1×maintain customer data
Livesee status in the deal
Multiplecompanies manageable
More time for closing
Sales keeps moving instead of retyping documents.
A won deal should not get stuck in manual administration. Nextdocs connects sales and commercial processing in one controlled workflow.
02◎
Manage multiple companies
Different issuing entities and workflows can be managed clearly in one interface.
03↺
Keep status in sales
Document number, status, history and changes stay visible where your team manages the customer.
A clear process
From a Pipedrive deal to a controlled Lexware document.
You can always see what has already been completed, what happens next and which decision is required from you.
- 01
Connect Pipedrive and Lexware
The existing accounts are connected securely and the required fields are defined.
- 02
Assign templates and rules
Document type, issuing entity, items, taxes and texts follow your specifications.
- 03
Review and approve the draft
The document remains under your control before it is finalised or sent.
- 04
Add payment workflows
Stripe, PayPal or other payment providers can be connected after technical review if required.
The Nextfirma difference
Adapted to your business — not just a standard template.
Nextdocs reflects your companies, roles and document workflows. Extensions are added only where they genuinely save time or speed up closing.
- ✓Quotes, order confirmations and invoices
- ✓Recurring services and recurring invoices
- ✓Protection against duplicate document creation
- ✓Expandable payment and approval workflows
Frequently asked questions
What you should know before getting started.
Clear answers without fine print. We clarify the details of your specific project personally.
Do I need Pipedrive and Lexware?+
Active Pipedrive and Lexware accounts are required for the core workflow. Nextdocs connects the two systems.
Can I manage several companies?+
Yes. Multiple issuing entities can be managed separately and clearly, depending on the selected setup.
Are documents sent automatically?+
Documents can first be created as reviewable drafts. Finalisation and sending follow the agreed approval process.
Can Stripe or PayPal be connected?+
These extensions are available on request. Before quoting, we review the desired payment process and available interfaces.
Ready for the next step?
Every won deal should become an invoice faster.
Show us your current path from Pipedrive to Lexware. We identify the unnecessary steps and configure the right Nextdocs workflow.