Quotient + Xero Integration

If you're using Quotient to create your quote, you'll be happy to know that you can also create sales invoice straight from Xero.

This automation will automatically generate an sales invoice in Xero 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.

With this Xero and Quotient integration, it is easier than ever to create quote. Now, when you create a quote in Quotient, a corresponding task will be created in Xero.

This makes it easy for you to keep track of your quote and ensure that all necessary follow-ups are made. Plus, it's a great way to keep your sales process organized and streamlined. Give it a try today!