MyDocSafe + Xero: Quick and elegant client quoting and signup

Send a Quote or a Proposal from MyDocSafe and automatically create invoices in Xero. Save yourself and your client valuable time, improve efficiency and user experience.

Xero Product Image
Xero Product Image

Why connect MyDocSafe to Xero

The benefits of connecting MyDocSafe with Xero include:

Faster payments

Send invoices immediately after the client approves the quote

Improved convenience

Automatically import invoices in pdf format to client portal in MyDocSafe

Improved efficiency

No more data re-entry

What MyDocSafe does

Client onboarding

Create Quotes or Proposals and combine your services, prices, engegement letters, payments and fact find forms.

Secure document management

Create configurable client portals to securely exchange documents, chat, and manage client data.

Digital signatures

Easy to use digital signature platform with extra security features. Ideal for engagement letters, contracts, quotes, filing approvals and more.

What Xero Does

Xero is online accounting software that lets you run your business easily and efficiently.

See your up-to-date cash position

Know how you’re doing financially with secure daily updates from your bank accounts and a clear visual dashboard.

Get paid faster and improve cash flow

Easily create and send invoices with online payments and automated invoice reminders for faster payment.

Run your business from anywhere

Access your business finances anytime, from any internet-connected device, and use the Xero app for iOS and Android.

Connect and collaborate anytime

Invite your team and your advisors to work with you in real time from home, office, or on the go using the mobile app.

Xero Product Image

Connect MyDocSafe to Xero in 3 Steps

Step 1 - Signup to MyDocSafe

Signup at MyDocSafe

Start a free trial or, if you already have an account, login at

Step 2 - Connect to Xero

Go to Company setting -> integrations section, click on Connect to Xero.

Provide your Xero account login details and select the company you wish to connect MyDocSafe with.

Configure Quotes & Proposals

Go to Proposals -> Settings.

Create your Services and Service Categories. Assign appropriate accounts and taxes to each Service Category. Assign each services to a releant Service Category.

Go to Proposals -> Settings -> Payments.

Select how you want to approve invoices automatically created in Xero.

What customers say

customer profile

As an entrepreneur, I needed something that was quick and easy to use with client contracts. I tried several other apps prior to landing on MyDocSafe. It has all the featurs I need (and a lot more). I can easily upload a new contract and send it out to a client within minutes. It's a simple solution that gets the job done!.

Tara Alexandra Kachaturoff, United States
customer profile

I have used MyDocSafe for a number of years for my accountancy practice. I have found it to be an excellent product and it has helped me immensely.

David Walker, Jackson Walker Limited, UK