Automate Your Proposal + Invoicing Workflow

Streamline Billing: create invoice at a click as your client sign your proposal

 

Fresh Proposals + Xero Accounting Software integration

DEAL WORKFLOW

Xero Accounting Software Integrations

XERO ACCOUNTING - INVOICING

Fresh Proposals integration with Xero accounting software enables you to create invoices faster.

 

  • Import contacts from connected organization in Xero accounting software
  • You can specify percentage of proposal value to be invoiced after your proposal is accepted
  • Once invoice is generated, you can download its PDF, open, view or edit the invoice directly in Xero software at a single click
Xero Accounting Proposal Software Integration

Available to Business plan subscribers. Contact support team for more information

Fresh Proposals Software for Xero

Fresh Proposals Software

Fresh Proposals is online proposal software that streamlines your sales proposal process.  It offers pre-designed, ready to use templates  with drag-n-drop builder-editor.

Clients can view proposal on their smartphone, tablet or desktop, they explore pricing option on their own, if you allow), eSign the document.

Interactive pricing, eSignature, interaction analytics/insights can lift you to the next level compared to your competition, you can close deals faster.

Xero + Fresh Proposals Integration

About Xero

Xero is leading online accounting software

  • Get a real-time view of your cashflow. Log in anytime, anywhere & get a real-time view of your cash flow.
  • Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
  • Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
  • Reconcile in seconds. Xero imports and categorises your latest bank transactions. Just click ok to reconcile.

Find out more or try Xero Accounting Software for free.

Get The Power of Two Tools in One Integration

 

Automatically Create Xero Invoices

 Generate Xero invoices whenever client signs your proposal, contract. Fresh Proposals is easy to use proposal software powered with secure eSignature and faster payment features. Your quote, fees included in your proposal can be turned into an invoices with few clicks using this integration.

 

 

Keep Track of Billed/Paid Invoices

You may want to collect proposal payment in stages and generate invoices accordingly. You can automate the bill generation using Fresh Proposals, share accounting records in your Xero account.  With the document creation, signing features in Fresh Proposals, you can seamlessly create document, get it eSigned from your clients, collect advances/payment with little or no manual work/running around. 

 

 

Turn Xero Invoices into Sales/Revenue Accounting Records

As you generate invoices using Fresh Proposals + Xero integration, you can open the invoice directly in Xero, edit appropriate changes and approve it. Once approved, fee items in the invoice will turn into revenue/sales entries in your books of account. It avoid manual errors, you’d otherwise make in copy-pasting proposal pricing data to your accounting software. This pretty much streamlines the business process for you.

 

 

Share Contacts Between Xero and Fresh Proposals

You have your client details in Xero accounting software but want to share a proposal using Fresh Proposals with him/her. No problem! You can import contacts from Xero accounting to Fresh Proposals and send proposals to them.

If you add new contacts directly in Fresh Proposals, those will be shared with Xero accounting software as you generate an invoice for this client; you can also send invoice email via Xero to your client.

      Make Proposals Part of Fully Connected Systems So You Can Focus On Growing Your Business

      Fresh Proposals has to be integral part of your business  technology stack your team uses. Save productive hours, get greater visibility, improved collaboration.

       

      Integrates with :  CRMs, Payment Gateway, 3rd Party Connectors, Accounting-Invoicing software

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