At Dcode Group, we've developed bespoke quoting and proposal systems that connect directly to Xero - enabling teams to create, send, and manage quotes with flexibility and control, all without needing to access Xero directly.
Why Custom Quoting Integrations Matter
Xero’s quoting feature is great for simple, straightforward jobs. But for many businesses, quotes are more than just a price list - they’re part of the customer experience. Whether you’re offering tiered options, bespoke services, or detailed project scopes, a one-size-fits-all approach often doesn’t cut it.
A custom quoting integration can:
- Match your brand and process instead of forcing you to adapt to Xero’s limitations.
- Keep your quotes and invoices in sync with your accounting system, eliminating double handling.
- Empower your entire team to quote accurately without needing Xero access or accounting knowledge.
Key Features of Our Custom Xero Quoting Integrations
1. Present Your Quotes in Your Own Design
Your quotes should reflect your brand, not a generic template. Our systems allow you to present quotes using your own design and layout, consistent with your website or proposal style. This helps elevate your brand and make a strong impression on clients.
2. Customised Email Delivery
Send quotes from your system, using fully customisable email templates. Control everything - from sender details to tone of voice - so your communication feels personal and professional.
3. Optional Quote Items
Empower your customers to select what’s included or excluded in their quote. This interactive quoting feature lets them tailor the proposal to their needs, reducing back-and-forth and speeding up approvals.
4. Digital Acceptance & Signature Logging
Capture who accepted the quote and when with digital signature functionality. This provides a clear audit trail and simplifies your approval workflow.
5. Enhanced Internal Information
Behind the scenes, your team can store additional notes, cost breakdowns, or workflow data that aren’t visible to the client. This keeps internal details private while ensuring everything is linked to the right Xero quote or invoice.
6. Quote Without Accessing Xero
Not every staff member needs access to your accounting system. Our custom integrations let any authorised team member create and send quotes, while all the financial data syncs securely to Xero in the background.
7. Convert Quotes into Works
Once a quote is accepted, it can automatically convert into a job or project - feeding into your workflow management system for scheduling, task allocation, and progress tracking.
The Result: Seamless Sales-to-Accounts Flow
With a custom Xero-integrated quoting system, your business can:
- Eliminate manual data entry between quoting and invoicing.
- Ensure accuracy across systems.
- Deliver a more polished, engaging client experience.
- Give your team the tools to quote confidently and consistently.
If your business relies on quotes and proposals, a custom Xero integration can transform your workflow - saving time, reducing errors, and improving your customer experience.
Want to Learn More?
We’ve helped businesses across industries streamline their quoting and job management processes through tailored Xero integrations.
Get in touch with us to discuss how we can help your team quote smarter.
