How the Xero Integration Works
At GoProposal we believe in having a 'best of breeds' approach to all our integrations. So we've created what we believe to be the perfect harmony between this beautiful accounting software and beautiful proposal software.
With two clicks the apps are connected to provide a seamless experience.
GET THE CONTACTS
When you produce a proposal, we can pull existing contacts from Xero or GoProposal can create new ones.
SYNC THE DATA
Set your tax codes & sync your Account Codes from Xero to your Line Items in GoProposal.
CREATE THE INVOICE
When the proposal is accepted, the draft invoices are created in Xero for you to approve.
Paul MeadesMeades & Co
“If you want to get professional proposals out to clients and prospects in no time at all then you must try GoProposal. It also integrates very well with Xero for repeating invoices or one-off work.”
Tom WardmanClient Manager, The Profitable Firm
“I can see the immediate value and the confidence it brings a prospect during that initial meeting. I couldn't recommend GoProposal enough - Whether you're an accountant, or a creative agency, the results are phenomenal!”
Shaun WalshFormer PWC Chartered Accountant
“We've been waiting for pricing software like this for years. Awesome tool and great support. Highly recommend.”
Douglas QuintonQuinton Chartered Accountants
“Way out, exceptional. From running through the specific pricings with clients, to producing really lush looking proposals which have been designed to look like your Practice is the modern forward thinking firm to be with. A truly great find.”
Martyn HodgsonCEO, Swirral
“Fantastic flexible functionality, a very strong plan of developments & extremely responsive to user suggestions through a goldmine of a Facebook group. The founder James Ashford is a marketeer & has a very clear vision on how to help accountants and agencies improve revenues with clients and convert new prospects using the tool.”
What is Xero?
Xero is easy to use online accounting software that’s designed specifically for small businesses.
- It’s all online, so you can work when and where you want to. Just login with your PC, Mac or mobile.
- Your bank statements are automatically imported and categorized, letting you see your cashflow in real-time.
- Invite your team and work together on financials. You can collaborate over your up-to-date numbers.
- Xero has all you need to run your business – including invoicing, paying bills, sales tax returns, reporting and much more.
Find out more or try Xero Accounting Software for free.
Start providing your clients with a world-class experience
GoProposal will help you to create a world-class experience for your clients and your team, helping you to deliver wow with every interaction.