Xero Integration and Tab Indented Lists | Proposify

Xero Integration and Tab Indented Lists

We just launched integration with the popular accounting software, Xero and now allow you to created nested lists using the tab key. And even though this is April 1st, trust me, I’m not pulling your leg :)

2 min. read

Xero integration

Connect your Xero account and you’ll be able to import contacts like most of our other integrations. But here’s the really cool part: You can specify a percentage of your proposal to invoice your client!

Here’s how it works. When your client accepts a proposal you’ll be asked to generate an invoice - it won’t do it automatically.

You can also see a Xero button in the snapshot view when your proposal is accepted.

From here, you choose an account from your list in Xero, and a percentage of the budget to invoice.

Once your invoice is created you can view a PDF or link right to the invoice in Xero so you can adjust and send it!

Pretty soon we’re going to get all our other invoicing integrations (Freshbooks and Harvest) up to the same standard so you create them after the fact and can mark a percentage to invoice.

We decided that based on popularity, Zapier will be our next integration. Zapier let’s you connect your apps together without requiring you to write any code. Over 300 SaaS products integrate with Zapier, so you will be able to connect Proposify with all of the following products and more:

  • InfusionSoft
  • Quickbooks
  • Insightly
  • Base CRM
  • Paypal
  • Stripe
  • Trello
  • Zoho
  • Nutshell
  • Capsule
  • FreeAgent
  • Asana
  • Teamwork

… and a whole lot more.

Nested bullet lists

Our text editor used to be limiting when you wanted to create hierarchical lists, using tab to indent or nest bullets.

No more! We now support tab indented lists, just like the majority of other editors out there.

What’s next

We have a lot of good stuff planned for April. We fell behind on some of the features we had hoped to launch in March, but are very close to having them ready for the next release or two. They include:

  • 12 Language translations on client previews
  • Proposal activity stream
  • Allow organizing sections into folder-like groups in the library
  • Naming and deleting section drafts/versions
  • Pricing table improvements - multiple fee types, discounts, taxes and page flow
  • Zapier integration (mentioned above)

Thanks as always for being a Proposify customer and let me know what you think in the comments below!

Discover the Always-Be-Closing tool that gives your sales team the competitive edge.

Proposify streamlines your proposal process from creation to close and every deal-making moment in between.

Learn More