Best tools for Quoting/Sales Orders integration with Jira. Orders have both Fixed price and T&M

[Julie Bennett]

We are a Software provider. We are currently exploring options out there to manage our client database and to efficiently integrate with Jira for Project Management and the associated Invoicing.

We need to have a very comprehensive database to keep track of the modules our customers have installed.

We currently create sales orders that have a combination of Fixed Cost line items that are invoiced in 3 stages, as well as T&M components.

The Sales Order information would be sent to the Installation Team, who would manage the project in Jira.

We would then need to invoice our clients the appropriate milestones for the fixed component, as well as the T&M.

Looking for thoughts on the best tools to integrate with Jira to manage both our current client base, and well as a slick integration from Sales Order to Opening a Project/Billing a Client.

[Sergio Govoni]

Hi guys,

this is an interesting question! I'm loking for an App to manage easily the Sales Order eventually generated from a feature request in Jira Cloud.

I have a project dedicated to feature requests and sometime happens that we offer an implementation to a Customer istead of the implementation at zero cost for the Customer.

Suppose to have the Feature1 with requirements and specifications defined, at the end of the analysis the amount of time requested is specified, next I would like to notify to my sales account the amount of time requested for the Feature1 using a template or something like that.

Once my sales account has received the report, he/she will insert the offer in our ERP.

In summary, I would like to notify, using a standard report or template, the availability of a new Feature to offer to a Customer.

Do you have an app to suggest me?

Thanks in advance.

Sergio

[Anton Skorniakov]

Hi, @Julie Bennett !

Probably Clerk Invoices for Jira could help you with some of your tasks. It doesn't cover everything, but you can keep a database of clients and bill them for the time spent by your team. Plus you can add fixed price items to the invoices, that could be the licenses you sell.

I'm the developer of this app so you can ask me any questions or view/book a demo!

[Julie Bennett]

Thanks Anton.

I really need the invoicing of our Software licenses' milestones as automated as possible.

If we had the Sales Order information in another App (CRM or similar) that integrates with Jira, and we then decided to only use Jira for the T&M part of the projects, would there be any other way to achieve the invoicing of the software milestones?

CRM App - T&M info to Jira - T&M billed via Clerk

CRM App - another tool - Software Milestones billed via Clerk

Unsure of other Apps/tools out there that might integrate with Clerk to achieve our goals.

[Anton Skorniakov]

Hi, @Julie Bennett!

If you need to integrate other apps with Clerk, you can do this via our API. It is a full-featured API that is used by our app. So everything you see in the app could be done with it.

[Swati Jha]

Hi Anton,

Thanks for posting the summary about CLERK app. We're using Jira app in our company since 2006. Recently I installed Clerk to get better invoicing system, however, I didn't find any solution for Billable and non-billable projects ?
I have few questions:

1. Can we connect Xero(Billing app) to Clerk ?
2. Can we connect any internal system to CLERK, to get all the billing cost center ?
3. Does it generate any report after invoicing  ?

Regards,

Swati Jha

[Anton Skorniakov]

Hi, @Swati Jha!

1. Yes, you can connect Clerk with Xero. In this case, all new invoices could automatically be sent to Xero.
2. Yes, that is also possible through Clerk API. So you will need to make this custom integration on your side using API.
3. Yes, we have some reporting features.
   • You can view the monthly cash flow graph https://helloclerk.io/help-center/fundamentals/reporting/monthly-cash-flow/
   • Monthly time and hours summary https://helloclerk.io/help-center/fundamentals/reporting/monthly-time-summary/
   • And see lifetime totals per client with charts https://helloclerk.io/help-center/fundamentals/reporting/clients-report/
   • Let me know if you need some more reporting. We are always open to new ideas!
4. You can use Tempo to track billable and not billable time separately. This is supported by Clerk after you connect Clerk and Tempo.

Please let me know if you will have more questions!

[Swati Jha]

Thanks Anton,

Will it be possible to book a demo with your team to see how all the above works ?

Regards,

Swati

[Anton Skorniakov]

Hi, @Swati Jha!

Sure, we have a quick 4-minute pre-recorded demo https://helloclerk.io/demo/ plus you can book a live personal demo by this link https://helloclerk.io/book-demo/