We recently updated our link for Quotewerks and Xero and you can download a trial copy of Quote to Cloud from our website: Quote to Cloud
It is a complete quote-to-billing workflow and you can save Quotewerks contacts to Xero and link. Automatically creates a Xero contact if it does not already exist and avoids duplicated contact records in Xero. You can create a Xero document from a Quotewerks document, live without need to synchronise. It supports QuoteWerks quote, sales orders and invoices. You can push any Quotewerks line item to Xero without need for mutual line item numbering for flexible data entry and write a Xero invoice number to Quotewerks document for easy identification.
Attached is the Xact Software guide for the product
A major feature update for Quote to Cloud (linking Quotewerks and Xero accounting) - August 2020.
Now includes integration with Xero's own quoting function.
Note that Quotewerks must be version 5.5 or later . Refer to: https://www.xactsoftware.co.nz/xqc
Latest Update - March 2020 - for Quote to Cloud (the link between Xero accounting and Quotewerks)
New (June 2019) version 1.5 release - a substantial update to include the creation of Purchase Orders:
Yes ideally from QW > CRM > Accounting. We mainly work with Act! where we have integration direct with Xero ( both for Act! desktop and the Act! for Web ). You may know Act! integrates with QW with some limitations so we don't use Quote to Cloud ourselves, our integration is Act! > Xero directly where Act! has the native integration with QW. I guess you are looking to have Autotask integration with Xero. Thanks for your interest.
This sounds like a slick solution. I have Autotask too though. I guess in my case I'd want to use Autotask to "hold everything together" in the middle rather than integrating QW directly with Xero?
Could you send me some pricing information on this, please?
I have awareness of, what sounds like, a similar solution but pricing make it not too viable for those that I've shown the solution to.