Quote to Cloud can help your business
Sell products and/or services
- Generate a quote or proposal
- Raise and send invoices
- Receive payments
Manage operations
- Find suppliers or partners
- Order from suppliers and partners
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 + 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
Getting started
You must have QuoteWerks 5.5 (and newer) installed. Download and run our Quote to Cloud installer.
Free trial for 14 days, fully-featured, no payment or credit card required.
Reviews & ratings
Additional info
Shared data
Functions
Invoicing and jobsBills and expensesIndustries
ManufacturingRetailConstruction and tradesApp details
Countries
Australia, Canada, Global, New Zealand, United Kingdom, United StatesLanguages
EnglishSupport
Setup walkthroughContact supportsupport@xactsoftware.co.nz14 day free trial available
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