Connecting QuoteWerks and Xero
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.
Work more efficiently and do away with double data entering!
With Xact Quote to Cloud you can do all your work in QuoteWerks and seamlessly integrates with Xero contacts and document.
Supports the latest QuoteWerks version 5.5!
Free fully featured 14 days trial! Scroll down for more details.
Features
New! Quickly and easily creates purchase order(s) from a customer invoice (or quote, or order). Click here to see in action!
New! Partial Invoicing, easily select line-items to create multiple invoices from a single QuoteWerks document.
New! Invoiced Quantity tracking, store and track previously invoiced quantity.
The first to connect QuoteWerks to Xero, a cloud based accounting software, for a complete quote-to-billing workflow.
Support multi-currency and invoice branding
Avoid duplicate data entry by saving Quotewerks contacts to Xero and linking.
Automatically creates a Xero contact if it does not already exist and avoids duplicated contact records in Xero.
Create a Xero document from a Quotewerks document, live! without need to synchronise.
Supports QuoteWerks quote, sales orders, and invoices
Supports Xero customer invoice and supplier purchase order
Lookup a Xero contact from within Quotewerks without need to create an address book in Quotewerks.
Send invoice from Xero or Microsoft Outlook
Push any Quotewerks line item to Xero without need for mutual line item numbering for flexible data entry.
Write Xero invoice number to Quotewerks document for easy identification.
QuoteWerks version 5 and newer*
Downloads
Note: QuoteWerks 5.4 and earlier version is no longer supported.
You may need to upgrade your QuoteWerks to be compatible with Quote to Cloud.
Pricing
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