Send a signed offer to Sevdesk
Push a signed offer into Sevdesk as an invoice, built from the offer's line items, prices, and customer data.
Sevdesk is a German cloud accounting product. Once it is connected, signed offers show a Send to Sevdesk button on the Finalise sidebar. It creates the matching document in Sevdesk and links it back to your Reonic offer.
Before you start
- The offer must be signed. The Send to Sevdesk action appears only on a signed offer.
- An admin connects Sevdesk in Settings > Company settings > Integrations > Post offers signature. See After signature: accounting & project tools for the full setup.
- Sevdesk is available in German workspaces.
Send the offer to Sevdesk
- Open the signed offer and go to the Finalise tab.
- In the actions sidebar, click Send to Sevdesk.
- The offer's line items, prices, tax rates, and customer details are carried over, and the matching document is created in Sevdesk.
- The button updates to Sent, and the Sevdesk reference is stored back on the offer.
Things to know
- Works the same way on both residential and commercial offers.
- Export is manual and per-offer: you choose which signed offers to push.
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