Better Proposals + bexio Integration

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Better Proposals + bexio Integration

Create bexio invoice from new Better Proposals proposal

If you're using Better Proposals to create your proposal, you'll be happy to know that you can also create invoice straight from bexio.

This automation will automatically generate an invoice in bexio for you. All of your customer data will be populated into the invoice, so all you need to do is send it off! Easy peasy.
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Better Proposals + bexio Integration

Create bexio contact for new Better Proposals proposal

If your business uses Better Proposals to create proposal, you'll want to make sure that your bexio account is up-to-date with the latest contact information. This will ensure that you can track and measure each proposal's success rate and ultimately close more sales.

But what if you could automatically create a contact in bexio each time you created a proposal? With this integration, you can! When you create a new proposal in Better Proposals, Integrately will automatically create a new contact in bexio.
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bexio + Better Proposals Integration

Create Better Proposals proposal for new bexio contact

As a sales representative, you know that creating a proposal is an important step in sealing the deal. But what if you could create that proposal right within bexio? With this integration, you can!

When you create a contact in bexio, Better Proposals will automatically create a proposal for you. This makes it easy to get started and keep your proposal organized.

Ready to try it out? Get started today!
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bexio + Better Proposals Integration

Create Better Proposals proposal for new bexio company

If your company uses bexio, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new company in bexio, this integration will automatically create a proposal for you in Better Proposals.

You can then modify the proposal as needed, and send it to your potential clients. This saves you time and effort, since you don't have to create the proposal manually or switch between programs to create the proposal.
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Better Proposals + bexio Integration
1.
  • Better Proposals
    Proposal is signed in Better Proposals
  • Better Proposals
    Proposal is created in Better Proposals
  • Better Proposals
    Proposal is sent in Better Proposals
  • Better Proposals
    Proposal is opened in Better Proposals
  • bexio
    Person is created or updated in bexio
  • bexio
    Invoice is created in bexio
  • bexio
    Order is created in bexio
  • bexio
    Quote is created in bexio
  • bexio
    Product is created in bexio
  • bexio
    Project is created in bexio
  • bexio
    Company is created or updated in bexio
2.
  • Better Proposals
    Create proposal in Better Proposals
  • bexio
    Create time tracking in bexio
  • bexio
    Create invoice in bexio
  • bexio
    Send invoice in bexio
  • bexio
    Search invoice in bexio
  • bexio
    Issue an invoice in bexio
  • bexio
    Create person in bexio
  • bexio
    Search person in bexio
  • bexio
    Update person in bexio
  • bexio
    Create project in bexio
  • bexio
    Search project in bexio
  • bexio
    Get project by ID in bexio
  • bexio
    Update project in bexio
  • bexio
    Create company in bexio
  • bexio
    Search company in bexio
  • bexio
    Update company in bexio
  • bexio
    Update product in bexio
  • bexio
    Create product in bexio
  • bexio
    Search product in bexio
  • bexio
    Export invoice to PDF in bexio
  • bexio
    Create sales quote in bexio
  • bexio
    Create sales order in bexio
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