Xero
Native Xero integration
We wanted to share an update regarding this idea. After careful consideration and further analysis of the idea, we have adjusted its status to "Not Planned."
This change allows us to further explore the feasibility and impact of this and other requested enhancements, ensuring that any updates we introduce are in the best interest of our users and align with our platform's long-term vision.
We appreciate your understanding.
-
Charlie Hulme commented
Everyone is wanting this please add
-
noura kassem commented
Same as everyone! Highly require xero for our business. I haven’t yet signed up with PandaDoc as it’s missing this payment options.
-
Devin Parsons commented
Same response as everyone else. Xero integration was discussed as part of the sales process and is required by us for longer term use of PandaDoc.
-
Karen Alexander commented
Feed Xero with signed contracts/invoices.
-
Anonymous commented
Set up Xero integration without Zapier.
-
Mouhyiddin Sari
commented
I purely got PandaDoc for the Xero Integration only to be let down it's not supported by 2.0
PLEASE BRING IT TO EDITOR 2.0, ZAPIER IS A CLUMSY AND INFERIOR TOOL WE DON'T WANT!
-
Mark Hazeldine commented
I'm so annoyed that this integration has been stopped. I used it multiple times per week and while not amazing, it did save me quite a bit of time manually copying data across to Xero. Now I have to upgrade to editor 2.0 just so I can get an inferior Zapier Integration. Bring back the old one please!
-
Michelle Hirons commented
Not sure why there isn't a product catalog & proposal sync between PD & Xero. Xero is a huge cloud-based product. When is this supposed to be released?
-
Ntchidje Doumbia
commented
Native TWO WAY integration.
1. Sync contact both ways
2. create invoice once proposal is approved. -
AdminYana Martynenko (Admin, PandaDoc) commented
Xero integration on Editor 2.0