PandaDoc Xero integration

The Future of Documents Meets Xero

What’s included with this integration:

  • Send an invoice directly to your customer right when they sign
  • No need to manually generate an invoice in your Xero account
  • Track the status of payment with PandaDoc’s document analytics

Get Started

Read our FAQ to learn how you can spend more time doing business and spend less time sending invoices.

Automatically Create Invoices in Xero Right from PandaDoc

PandaDoc amplifies Xero to drastically reduce the time it takes to win a deal, and send an invoice.

When used in combination with PandaDoc, you can eliminate duplicate data entry and generate invoices from PandaDoc to Xero.

  • PandaDoc Xero integration

    Get the deal done with eSignatures

    When you receive a signature on any document, automatically generate an invoice in Xero.

  • PandaDoc Xero integration

    Customize to what you need

    PandaDoc’s pricing table allows you to customize what you want to include on the invoice.

  • PandaDoc SalesforceIQ integration

    Automatically generated invoices

    Once your document is completed, your invoice will automatically be added to your Xero account. No need for manual entry.

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 real-time.
  • 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.

Find out more or try Xero Accounting Software for free.

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