Microsoft Outlook + Xero
Create draft emails in Microsoft Outlook for new quotes in Xero
Effortlessly stay on top of your sales process with this automation. When a new quote is created in Xero, a draft email is generated in Microsoft Outlook, allowing you to quickly review and send quotes to your clients. Improve your response time and boost client satisfaction by streamlining your quote-to-email workflow.
Effortlessly stay on top of your sales process with this automation. When a new quote is created in Xero, a draft email is generated in Microsoft Outlook, allowing you to quickly review and send quotes to your clients. Improve your response time and boost client satisfaction by streamlining your quote-to-email workflow.
- When this happens...New Quote
Triggers when a new quote is created.
- automatically do this!Create Draft Email
Creates a draft of an email that can then be reviewed and sent out.
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- 14 day trial for premium features & apps
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.
