Better Proposals + Xero Integration

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 Xero? With this integration, you can!

When you create a contact in Xero, 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!

If your company uses Xero, and you need to create proposal, there's an easy way to do it using Better Proposals. When you create a new account in Xero, 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.

If you're using Better Proposals to create your proposal, 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 Better Proposals integration, it is easier than ever to create proposal. Now, when you create a proposal in Better Proposals, a corresponding task will be created in Xero.

This makes it easy for you to keep track of your proposal 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!