NiftyQuoter is a proposal software for freelancers and small businesses who want to save time by creating business proposals or quotes using prepared templates and sending them to clients directly from NiftyQuoter. Clients are able to approve, reject or discuss proposals online which saves even more time. The app is also able to send automatic follow-up emails to prospects. Advanced pricing tables in proposals support optional items (checkboxes or radio buttons) so clients can easily tick what services or products they want.
NiftyQuoter + Xero
The integration can import all contacts from Xero to NiftyQuoter with one click of a mouse or automatically, so you don't have to copy&paste anything when creating a new proposal for your existing clients. When a proposal is approved it can also export the proposal & client to Xero as a new invoice. A new contact in Xero will be created automatically if needed.
To get started please create a 14-day free trial here: https://www.niftyquoter.com and then follow this "Getting started" guide: https://niftyquoter.uservoice.com/knowledgebase/articles/332194-xero-integration#started