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Better Proposals + Xero integrations
Create sales invoices in Xero for new signed proposals in Better Proposals
Streamline your invoicing process with this efficient workflow. When a proposal is signed in Better Proposals, this automation creates a sales invoice in Xero, saving you time and reducing errors in manual data entry. Keep your financial records accurate and up-to-date while focusing on growing your business.
- When this happens...Proposal SignedTriggers when a proposal is signed.
- automatically do this!Create Sales InvoiceCreates a new sales invoice (Accounts Receivable).
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More things you can do with Better Proposals and Xero
Discover other triggers and actions you can use with Better Proposals and Xero
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - OrganizationRequired
Try ItTriggerPolling
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- Short Description
- Brand
- Cover
- Template
- Currency
- Add Tax to the Proposal?
- Tax Name (e.g. VAT, IVA, GST)
- Tax Percentage
- Recipient First Name
- Recipient Last Name
- Recipient Email Address
- Eligible to Sign
ActionWrite- OrganizationRequired
- Status
Try ItTriggerPolling
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
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