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Better Proposals + Xero integrations
Create sales invoices in Xero when new proposals are signed in Better Proposals
Simplify your sales process with this workflow. When a proposal is signed within Better Proposals, it will immediately prompt the creation of a sales invoice in Xero, saving you the manual entry. This will ensure your accounting records are always up-to-date and accurate, letting you focus on your business's growth.
- 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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