Overview
QuoteRite is the most advanced and user-friendly window furnishing software available on the market today. Built to create streamlined processes and smart automations, it drives efficiency and increases your sales more than any other software can.
Designed for indoor and outdoor blinds, awnings, shutters, curtains, security screens and window films, there’s nothing we can’t price.
QuoteRite is a cloud-based system that works on all platforms, so you can successfully manage your business anywhere, any time, from any device.
Quoterite + Xero
Automate Invoices & Payments with Live Account Integration
Cut out hours of manual work and avoid mistakes by integrating your payment gateway and accounting system with Smartpad Pro. Seamlessly create invoices and apply payments, allow staff to take payments directly through the platform, and easily run over payment and pre-payment systems.
Getting started
Clients navigate to Settings > Integrations > Set Up Integration with Your Accounting System page in the dashboard, click on All Companies and select XERO. However, if client has multiple XERO accounts to connect to each companies, click on the specific company and select XERO. Click on the "Connect to XERO" button and proceed with allowing QuoteRite application to access client's XERO account.
After successful connection, client will be redirected back to the dashboard and need to fulfill setup the required fields to start automating QuoteRite application syncing orders to invoices, price adjustments and payment syncing.
