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The Automation step will only show if you have Xero Practice Manager (XPM) connected. If you are not using XPM, please skip to the Presentation step!
Automation
The proposal editor currently supports Karbon and Zapier workflow integrations. These are managed in the background and will not show in the Automation step.
Click below for more information regarding the different integrations:
Xero Practice Manager Integration
Our New Proposal editor now supports our Xero Practice Manager (XPM) integration so you can set up workflow directly on the Automation step within the New Proposal Editor. Please click here for more information!
For now, if you are not using our new XPM integration, you can skip this step and go straight to the Presentation step.