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Quote to Cloud

By Quote to Cloud
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Connecting QuoteWerks and Xero! With Xact Quote to Cloud you can do all your work in QuoteWerks and seamlessly integrates with Xero contacts and document.
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Free 14 day
trial available
Listed for
2 years
September 2022

Overview

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.

Quote to Cloud
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Quote to Cloud + Xero

Avoid duplicate data entry - by saving QuoteWerks contacts to Xero if not already exist.

Simplicity and convenience - convert QuoteWerks document to Xero quote, invoice, or generate purchase orders - all without leaving QuoteWerks.

Customized workflow - Quote to Cloud can be configured to how you do business.

Fully featured • Lookup a Xero contact from within Quotewerks without need to create an address book • Automatically creates a Xero contact if it does not already exist and avoids duplication • Creates and update Xero quote or invoice from any QuoteWerks document • Generate multiple purchase order(s) from a sales invoice, or directly from QuoteWerks document • View, email, print, invoice and quote PDF • Supports multi-currency, invoice branding/theme

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Additional info

Shared data

Xero
Quote to Cloud
Invoicesshared from Xero to Quote to Cloud and from Quote to Cloud to Xero
Contactsshared from Xero to Quote to Cloud and from Quote to Cloud to Xero
Quotesshared from Xero to Quote to Cloud and from Quote to Cloud to Xero
Accountsshared from Xero to Quote to Cloud
Tracking Categoriesshared from Xero to Quote to Cloud
Tax Ratesshared from Xero to Quote to Cloud
Purchase Ordersshared from Xero to Quote to Cloud and from Quote to Cloud to Xero
Itemsshared from Xero to Quote to Cloud
Currenciesshared from Xero to Quote to Cloud
Branding Themesshared from Xero to Quote to Cloud

Functions

Invoicing and jobsBills and expenses

Industries

ManufacturingRetailConstruction and trades

App details

By Quote to Cloud
Added in 2022

Countries

Australia, Canada, Global, New Zealand, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportsupport@xactsoftware.co.nz

14 day free trial available

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.