MyDocSafe has released a Xero integration for its Quotes & Proposals module
19th Jun 2020
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MyDocSafe Quotes & Proposals module is market ready
You can now make it easy to sign up new clients:
Quick quote/proposal assembly and sending
Quickly pick required elements from a drop down menu and send the entire workflow to your client: a quote with a list and prices of required services, engagement letter and T&Cs, payment method, and fact find forms.
The client logs into a secure portal and goes through the required steps. The client can log out and later log back in to complete the process – no data will be lost.
Maintain your price list and service descriptions
Add services or adjust prices ad hoc if required
Assign different revenue categories and VAT figures to each product line
Your document templates
Upload your own existing templates, we will translate them into our HTML format (one for free)
Use our fact-find form library to create your own webforms
Include your brochure and video
Use your own colour schema, button labels and shapes
Define your own prompts and tips to hand hold your client through the process
Premium extras: Get your own portal URL and a branded mobile app
Automated invoicing with Xero
After your client approves the quote, automatically create invoices in Xero
One-off invoices are approved instantly and sent out to the client automatically
Repeating invoices need your extra click
PDF-ed invoices are imported back to the portal for client’s convenience
For a limited time, MyDocSafe is offering a £25 Amazon voucher and no extra fees for Proposals for 60 days to the first 10 users who connect Xero to their MyDocSafe account, configure and send out their first proposal within the next 30 days and fill a short questionnare form.
Please contact [email protected] if you would like to participate, or simply login to your MyDocSafe account and start chatting with us.
MyDocSafe is a secure document management and digital signature platform. It is used primarily by accountants, payroll bureaus and bookkeepers to automate client onboarding, streamline document approval and improve GDPR compliance. MyDocSafe’s client portals are widely used to distribute payroll documents, sign engagement letters and securely...