Quote Roller + Xero

As we struggle to grow our businesses, juggling sales, service and administrative duties, the cloud and those mobile devices we already lug around become extraordinary allies. Online accounting systems and business proposal apps let us get things done faster, smarter, better. That’s why the combination of Xero accounting software and Quote Roller business proposal app is simply lethal. It helps you close deals and get paid all in one place.

Xero is the app Quote Roller uses itself as a small business. It’s an easy-to-use app that our bookkeeper and stay-at-home mom chose as just the perfect way to balance our company’s budgets and to stay on top of our bill-paying, payroll and banking.

Quote Roller as an app is the perfect way to create convincing business proposals for your clients that they can sign in the moment. Then, by syncing contacts across platforms, you can automatically create a sleek invoice to send them from within Xero. With this partnership, everything is organized, quick and easy on your side, while your clients perceive you as quick to respond, modern, and on the ball.

Plus, both apps integrate with Harvest, Capsule CRM, Salesforce, Highrise, Affinity Live, SugarCRM, PayPal, and RightSignature, keeping your whole business in the cloud and on the go. So why wouldn’t you try us today?

Tim Meisenheimer

Quote Roller has already paid for itself 83 times after our very first proposal was accepted. Did I mention that it was one of our largest proposals ever for a client project? If you want numbers, we’re batting 1,000 so far with proposals sent and accepted. We can’t wait to send out the next one.

Tim Meisenheimer, Chief Maximizer, Streamline Financial Services


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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.