PandaDoc + Xero

Create new Xero sales invoices from completed PandaDoc documents

Effortlessly manage your billing process once a document is completed in PandaDoc. With this workflow, a sales invoice will be created in Xero whenever a PandaDoc document reaches the completed status. Streamline your invoicing process, save time and stay organized with this seamless automation.

Effortlessly manage your billing process once a document is completed in PandaDoc. With this workflow, a sales invoice will be created in Xero whenever a PandaDoc document reaches the completed status. Streamline your invoicing process, save time and stay organized with this seamless automation.

  1. When this happens...
    PandaDocPandaDoc
    Document Completed

    Triggers when a document is completed.

    TriggerInstant
  2. automatically do this!
    XeroXero
    Create Sales Invoice

    Creates a new sales invoice (Accounts Receivable).

    ActionWrite
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Supported triggers and actions

    • Source

    • Document Status

    Trigger
    Instant
    Try It
    • warning

    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
    • EmailRequired

    • First name

    • Last name

    • Company

    • Phone

    • Job Title

    • Street Address

    • City

    • Postal Code

    • Country

    • State

    Action
    Write
pandadoc logo
pandadoc logo

About PandaDoc

PandaDoc is an all-in-one software that streamlines your sales workflows. Create, send, track, and eSign client-facing documents designed to win more business.
Learn more

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  • Documents

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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.
Learn more

Related categories

  • Accounting

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