Quotient + Xero
Create sales invoices in Xero when new quotes are accepted in Quotient
Streamline your workflow by instantly creating sales invoices in Xero as soon as a quote is accepted in Quotient. This automation facilitates seamless communication between the two platforms, ensuring swift financial documentation and eliminating the chances of human error. Now, your focus can remain uninterrupted on important tasks as the tedious chore of manual data entry is taken care of.
Streamline your workflow by instantly creating sales invoices in Xero as soon as a quote is accepted in Quotient. This automation facilitates seamless communication between the two platforms, ensuring swift financial documentation and eliminating the chances of human error. Now, your focus can remain uninterrupted on important tasks as the tedious chore of manual data entry is taken care of.
- When this happens...Quote Accepted
Triggers when a Quote is Accepted.
- automatically do this!Create Sales Invoice
Creates a new sales invoice (Accounts Receivable).
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Quote Accepted
Triggers when a Quote is Accepted.
Try ItCustomer Asked Question
Triggers when a Customer asks a New Question.
Try ItCustomer Viewed Quote
Triggers every time a Customer views a Quote. Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.
Try ItSubjectRequired
MessageRequired
EmailRequired
First NameRequired
Last Name
Company
Phone
Notes
Potential Value ($)
