Syncing Proposify and Xero is currently on our roadmap
Proposify is a simple way to deliver winning proposals. Save over 2 hrs compared to Word, InDesign, or Google Docs. Unlimited access to a gallery of beautiful templates with pre-written copy for a variety of services. All templates are customizable to fit your business & brand voice. We’re the proposal tool of choice for salespeople & entrepreneurs because we understand sales. We get the challenges of growing a business. Every feature is designed to get you one step closer to client sign-off.
Xero is world-leading online accounting software built for small business. Log in anytime, anywhere on your Mac, PC, tablet or phone to get a real-time view of your cash flow. It’s accounting software that’s simple, smart and occasionally magical.
Create a customized address book sync for Xero in less than 5 minutes. Add conditions, actions, and map your billing fields. Either have all your clients & suppliers sync 2-way with Xero, or do it based on custom attributes in your marketing or CRM platform. With PieSync, it’s easy to set up a simple one-to-one integration or a workflow spanning across multiple apps in minutes - without any technical help.