Send a signed offer to Bexio

Bexio is available in Swiss workspaces. Once it is connected, a signed offer shows a Send to Bexio button on the Finalise sidebar. Sending creates the matching records in Bexio and links them back to the offer.

Before you start

• The offer must be signed.
• An admin must connect Bexio in Settings > Company settings > Integrations > Post offers signature. See Set up Bexio for the full connection steps.
• Bexio is a Swiss integration, so it appears only in Swiss workspaces.

Send the offer to Bexio

1. Open the signed offer and go to the Finalise tab.
2. In the actions sidebar, click Send to Bexio.
3. Reonic creates the Bexio record, a quote and/or an invoice, from the offer's line items and customer details.
4. The button updates to Sent, and the Bexio reference appears on the offer.
5. Confirm the result on the offer, or open Settings > Company settings > Integrations to review recent Bexio activity.

Things to know

• A single signed offer can become a Bexio quote and an invoice in sequence, and both references appear on the offer.
• Header, footer, and intro text, along with whether a quote, an invoice, or both are created, are configured once for Bexio in Settings > Company settings > Integrations > Post offers signature and applied to every send.
• Each send is manual and per-offer, so you choose exactly which signed offers go to Bexio.

Last updated on September 9, 2026