1Enable integration
Simply register for an account with Quote Roller, navigate to "Settings" - > "Integrations" and find a Xero logo. Click to enable the integration, fill in your Xero login data and enjoy a powerful add-on that will help to create and send great looking quotes.
2Synchronize Clients and Contacts
Create proposals in Quote Roller and send them to your Xero customers. Allow customers to accept and sign your quotes online. Track their activity on received quotes.
3Convert Accepted Quotes
to Xero Invoices
Invoicing with Xero? Convert accepted proposals to invoices and get paid faster. Forget about re-typing items you propose in a quote to an invoice.
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.