Send a signed offer to Sevdesk

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

1. Open the signed offer and go to the Finalise tab.
2. In the actions sidebar, click Send to Sevdesk.
3. The offer's line items, prices, tax rates, and customer details are carried over, and the matching document is created in Sevdesk.
4. 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.

Related

• Send a signed offer to Lexoffice, the other German accounting connector.

Need help?

• Step-by-step questions about this flow contact your Reonic account manager.
• Feature requests or something missing send a note to your account manager.
• Bug reports include a screenshot and the URL where it happened in your support email.

Last updated on August 4, 2026