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Creating Draft Quote in Xero - as disctinct from a Xero Invoice

  • 10 February 2021
  • 2 replies
  • 97 views

We’ve managed to successfully create a Sales Invoice in Xero, triggered by a deal moving stages in Pipedrive. 

However, we want to create a ‘Draft Quote’ in Xero, as distinct from a Sales Invoice. We want to do this as there is additional fields in the draft quote which we want to populate from Pipedrive, and these fields aren’t available to populate when creating a Sales Invoice.

We used the exact same zap settings that successfully created the Sales Invoice, and tried to create a draft quote, but always got an error message.

Any input or help with this?

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Best answer by Danvers 16 February 2021, 14:42

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2 replies

Hey @Danvers, thanks for the reply. Keep us posted!

Userlevel 7
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Hi @Hybrid-Ag!

 

It’s not currently possible to create a Quote using the Zapier Xero integration. We do have a feature request open for that option and I’ve added you as an interested user on that. This lets the team know how many folks would like to see that addition and also means that we’ll send you an email if/when it’s added. 

 

Thanks!