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:
- Base CRM
… 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.
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!
Struggling to write a proposal? Fast forward to send.
Our gallery of free proposal templates can kick-start your sales process.View Templates
Your mission? Close the deal. Your secret weapon? Our proposal templates.
Our free, professionally written and designed proposal templates can help you win the battle for better business.View Templates