Quote to Cloud brings the power of full featured quoting and proposal creation to Xero for a complete Quote-to-Invoice workflow. No need to re-enter customer details and invoice lines.
Automatically creates multiple supplier purchase orders from a customer invoice.
With Xact Quote to Cloud you can do all your work in QuoteWerks and seamlessly integrates with Xero contacts and sales documents.
Why connect QuoteWerks and Xero
Avoid duplicate data entry - by saving QuoteWerks contacts to Xero if not already exist.
Simplicity and convenience - convert QuoteWerks document to Xero quote, invoice, or generate purchase orders - all without leaving QuoteWerks.
Customized workflow - Quote to Cloud can be configured to how you do business.
What the Quote to Cloud does
Lookup a Xero contact from within Quotewerks without need to create an address book
Automatically creates a Xero contact if it does not already exist and avoids duplication
Creates and update Xero quote or invoice from any QuoteWerks document
Generate multiple purchase order(s) from a sales invoice, or directly from QuoteWerks document
View, email, print, invoice and quote PDF
Supports multi-currency, invoice branding/theme
About Xero
Xero is online accounting software that lets you run your business easily and efficiently.
See your up-to-date cash position
Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.
Get paid faster and improve cash flow
Easily create and send invoices with online payments and automated invoice reminders for faster payment.
Run your business from anywhere
Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.
Connect and collaborate anytime
Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.
Test drive QuoteWerks and Quote to Cloud
Connecting to Xero is easy! - go to Xero tab, and click Connect to Xero.
Still not sure? go to our step-by-step help on how to connect!
The Quote to Cloud download above will give you full-access 14 days trial, no credit card required.
Subscription can be purchased “in-app”, no need to re-install software.
Pricing
The pricings above does not include QuoteWerks, which need to be purchased seperately.
Contact us to enquire about QuoteWerks licensing.