Xero is a cloud-based accounting software platform for businesses from all sizes. It connects businesses with their bank, accounting tools, their accountant, payment services and third-party apps, so everything is securely available at any time, on any device.
Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.DocuSign Integrations
It's easy to connect Xero + DocuSign without coding knowledge. Start creating your own business flow.
Triggered when you add a new bill. (Accounts Payable)
Triggered when you add a new contact.
Triggered when you receive a new payment.
Triggered when a new quote is created.
Triggered when you add a new sales invoice. (Accounts Receivable)
Trigger when a status of the envelope changed.
Transfers money between two bank accounts.
Creates a new bill (Accounts Payable).
Creates a new credit note for a contact.
Creates a new quote draft.
Applies a payment to an invoice.
Creates a new purchase order for a contact.
Creates a new sales invoice (Accounts Receivable).
Creates a new contact or updates a contact if a contact already exists.
Creates a new item or updates a item if a product already exists.
Create Signature Request
Xero is a cloud-based accounting software that allows small businesses to manage their finances online. It’s easy to use and can be accessed anywhere via the internet. Their users can access real-time financial information, make accurate forecasts, reduce administrative tasks, and pay bills online.
DocuSign is an internet-based digital signature service that enables people to sign documents electronically, in a secure and legally binding way (DocuSign, 2018. It can be used for various kinds of documents such as contracts, agreements, and addendums. DocuSign makes it extremely easy for you to quickly send important documents to your clients and cpleagues in a safe and secure way.
Xero has partnered with DocuSign so that they can easily integrate their services and provide more value to their customers (DocuSign, 2018. They have been working together since 2016 to improve the signing experience for businesses. They have created a spution for document signings that now includes a personalized experience, easy automation, advanced security, and seamless integration with all their platforms (DocuSign, 2018. For example, integrated clients can send an invoice from Xero to DocuSign, which is then automatically converted into a legally binding electronic signature. The transaction will then be sent back to Xero where the client can easily manage it from a single location.
The integration of DocuSign and Xero will greatly improve the document signing experience by making it fast, efficient, flexible, and secure. This will allow you to save time, reduce paperwork, and reach more customers. If you have not yet integrated your business with these platforms, you should definitely do so. To see how you can benefit from this integration, take a look at some of the benefits below.
We’ve talked about the importance of integrating your business with DocuSign. This will enable you to deal with fewer paper documents around your office or on your desk. You’ll no longer need to print documents and scan signatures or mail them back and forth because DocuSign does all the work for you! Make sure to contact Xero or DocuSign if you need help setting up your account.
The process to integrate Xero and DocuSign may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.