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.
- When this happens...Proposal Signed
Triggers when a proposal is signed.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItOrganizationRequired
Try It
Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
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
OrganizationRequired
Status
Try It
