Linking QuoteWerks and Xero

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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!

Free fully featured 14 days trial!  Scroll down for more details.


Features

  • The first to connect QuoteWerks to Xero, a cloud based accounting software, 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.

  • QuoteWerks version 5 and newer*

*Version 4 is no longer supported


Pricing & Downloads

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Quote to Cloud works with QuoteWerks version 5.x