Quote Sync with Xero allows you sync quotes between Formitize and Xero. This can be utilised when you would like quotes to pull into Xero automatically each day with the option to manually trigger a sync when needed ensuring less double handling and more consistent quote information across both systems.
To enable Quote Sync with Xero ensure you have integrated Xero to Formitize. This can be set up in the Web Portal > Account Settings > Select Enable Quote Sync with Xero > Select Yes to enable syncing quotes between Formitize and Xero > Save.