PandaDoc for Xero

Transform your proposals, contracts, and quotes into Xero invoices

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Invoicing made easy

Close the gap between sales and accounting to reduce time spent on invoice generation.

Automate invoice creation for signed documents

With auto-generation enabled, new invoices will be added as drafts to your Xero account when the customer accepts the proposal or signs the contract. After a quick review and approval, you’re ready to send your doc in minutes.

Convert proposals into invoices with one click

In addition to automatic generation from accepted proposals, you can also create invoices from a PandaDoc document at any deal stage. With one click new invoices are created as drafts in Xero accounting software and linked to your PandaDoc document.

Create multiple invoices for one contract

When your terms include a prepayment or a deposit request, split the total proposal amount into several invoices. You can create multiple Xero invoices in the online accounting software according to the percentage split you set.

Unify invoice creation rules for routine docs

For routine documents, add the Xero invoice settings to at template level in Pandadoc. Any new document created from this template will be converted into invoices with the same settings.

Link invoices to sales documents

Open the related invoices in Xero right from a PandaDoc document to review, approve, or send them to your customer. Follow the links listed in the top of the Xero module in your PandaDoc proposal, quote, or contract.

Adjust tax inclusion rules for generated invoices

For an accurate revenue recognition, adjust tax settings for your invoices generated from PandaDoc proposal software. Select whether your new invoice amount will be tax inclusive or tax exclusive for accurate accounting data.

Get paid faster

With PandaDoc you can generate Xero invoices and request online payments when your document is signed. Enable the Stripe integration in your PandaDoc account settings to add payment blocks to your proposals and quotes. The amount that needs to be paid is automatically generated from the pricing table in your quote or totaled from the settings you dictate.

Improve efficiency

Become an accuracy champion

Create error-free invoices faster than ever. With our Xero integration all line items, pricing, discounts, and contact data are added to Xero invoices from PandaDoc proposals automatically.

Automate invoice generation

Enable invoice generation settings in your PandaDoc account. Next, initiate invoice auto-generation once a document is signed or simply click to create new Xero invoices at any deal stage.

Gain invoicing flexibility

Connect interactive quotes and invoices with little effort. When a customer chooses from the optional products, the invoice is populated with the selected items automatically.

Connect all of your business tools

Streamline small business processes and eliminate costly errors in accounting software by automating the data shared between the tools you use every day. Enable pre-built PandaDoc integrations or create your custom connections with the PandaDoc API or our Zapier integration. Extend the ROI of your apps by adding document generation and eSigning capabilities to your online accounting software and other cloud apps. Get real-time updates on document activities across your connected tools automatically.

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Frequently asked questions

Disclaimer

Parties other than PandaDoc may provide products, services, recommendations, or views on PandaDoc’s site (“Third Party Materials”). PandaDoc is not responsible for examining or evaluating such Third Party Materials, and does not provide any warranties relating to the Third Party Materials. Links to such Third Party Materials are for your convenience and does not constitute an endorsement of such Third Party Materials.