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  • Xero logoXero logo

Better Proposals + Xero

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.

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.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerPolling
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • 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

    Action
    Write
    • OrganizationRequired

    • Status

    Trigger
    Polling
    Try It
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About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
xero logo
xero logo

About Xero

Xero is an accounting app that lets you track businesses expenses and accounting with intuitive mobile apps and web interfaces for point-of-sale, ecommerce, time-tracking, and more.

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