Video Tutorial


Automation

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.

Click below for more information regarding the different integrations:

Xero Practice Manager Integration (BETA)

If you are using our new XPM integration (BETA), please click here for more information.

Please be aware that the XPM integration is in a BETA program and some features are under development.

For now, if you are not using our new XPM integration, you can skip this step and go straight to the Presentation step.

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