Quote to Cloud - Linking QuoteWerks and Xero

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QuoteWerks, the market leader in sales quoting and proposal software for over 10 years, now integrates with Xero through ‘Quote to Cloud’ from Xact Software.

Over 69,000 users in over 100 countries use QuoteWerks as it provides the depth of features they look for and the optional QuoteValet and QuoteValet Web provide for online delivery and quote acceptance including e-signature.

Quote to Cloud brings the power of full featured quoting and proposal creation to Xero for a complete Quote-to-Invoice workflow.


Features

  • The only link for connecting QuoteWerks to Cloud based accounting software, Xero, for a complete quote-to-billing workflow.
  • 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.
  • 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.

Pricing & Downloads

Select your region:

Contact us for additional user packs including 5 and 10 users.

Quote to Cloud download above is for QuoteWerks version 5, if you have older version please contact us for availability.


Documents