• 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.

 
Integrate Quoter with Xero  Try Xero for Free

Begin your journey toward sales quoting bliss today
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