Quoter + Xero

Quoter’s quoting software integrates seamlessly with Xero

Integration Features

• When a Quote’s status is changed to Accepted, Ordered, or Fulfilled, a corresponding Customer, Invoice, and set of Inventory Items will be automatically created in Xero. If the Customer already exists in Xero, it will be updated.
• When a Payment is accepted for a Quote via Quoter, a Payment will be automatically applied to the corresponding Invoice in Xero.

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Quoter + Xero work better together

Quoter integrates with Xero to streamline your quoting process. Customers, Invoices, and Payments are automatically created in Xero each time a Quote is marked as ordered in Quoter.

About Quoter

Quoter is a modern, cloud-based quoting platform that helps MSPs, VARs, and ISVs save time, eliminate mistakes, and get paid faster.

• Our simple template-based system automates the Configure, Price, Quote (CPQ) process so your reps can fire off beautiful quotes in seconds.
• Seamlessly integrates with PSAs, CRMs, Distributors, and Accounting Tools.

About Xero

Xero is world-leading online accounting software built for small business.

• Get a real-time view of your cashflow. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s small business accounting software that’s simple, smart and occasionally magical.
• Run your business on the go. Use our mobile app to reconcile, send invoices, or create expense claims – from anywhere.
• Get paid faster with online invoicing. Send online invoices to your customers – and get updated when they’re opened.
• Reconcile in seconds. Xero imports and categorizes your latest bank transactions. Just click ok to reconcile.

 
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