Ignition

Start with general settings

The Automation step will only show if you have Xero Practice Manager (XPM) connected. If you are not using XPM, skip this step!

View your proposal, intro and next step messages exactly how your client will view it - right before you send it!

Now that you have confidence in how your proposal is built and how it looks - send, share or download it for your client!

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Track the progress of all tickets related to your company.

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