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Proposify + Xero Integration

Generate Projects From Accepted Proposals, and More
Import contacts and automatically generate an invoice when your client accepts your proposal to get paid faster.

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Demo: Proposify & Xero working together

Watch a quick video of integrating Proposify with Xero

xero integration

This integration is free for customers of both Proposify and Xero, on the Grande and Venti plans

Get paid faster with Proposify + Xero

  • Import all your contacts from Xero into Proposify.
  • When your proposal is accepted by your client, we’ll let you specify a percentage of the initial deposit invoice.
  • After your invoice is generated, you can download a PDF or link right into Xero to customize and send it.
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What is Proposify?

Proposify is online proposal software that makes it easier for service businesses to create well-designed proposals, streamline their sales process, and close deals faster.

Our easy-to-use design editor allows even non-designers to create beautiful, professional-looking proposals.

Our gallery of professionally designed and written business proposal templates for a variety of services helps kick-start your proposal process. All templates are 100% customizable.

Our content library stores proposal content so it can be easily repurposed, making team collaboration easier.

We provide metrics of valuable info like the status of your proposals, whether your client has viewed a proposal and for how long, and when they sign-off.

Our iOS mobile app makes it easy to keep track of your proposals anytime, anywhere.

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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 realtime.

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.

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business proposal software
Your Mission? Close the Deal. Your Secret Weapon? Proposify.

Try Proposify free for 14 days. No credit card required. Plans start at $25/month.

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