The New Proposal Editor is generally available in the US and Canada. Customers in other markets (including Australia, New Zealand, United Kingdom and South Africa) are welcome to join our public beta program by logging in as an administrator and opting in via Settings → Proposal Settings → Proposal Editor Experience. Note our New Proposal Editor doesn’t currently support Xero Practice Manager but we’re improving functionality all the time.
The New Proposal Editor currently supports Karbon, Intuit Practice Manager and Zapier workflow integrations. These are managed in the background and will not show in the Automation step.
We are currently in development with our Xero Practice Manager (XPM) integration, so watch out for updates!
If you need to use and configure XPM workflow, please use the Classic Proposal Editor.
If you are using the New Proposal Editor, you can skip this step and go straight to the Presentation tab.