> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cloudify.biz/llms.txt
> Use this file to discover all available pages before exploring further.

# Invoice/Quote Rules

> Specify how invoices or quotes will be generated in Xero by linking them to your Pipedrive sales pipeline.

## Create Invoice/Quote Rules

<Info>
  If you proceed with **“Yes, setup automation”**, you’ll be guided to set up invoice and quote creation rules to automate your workflow.
</Info>

<Steps>
  <Step title="Select a Pipeline">
    Select a **Pipeline** from the drop-down menu. This links the creation of invoices or quotes to a specific sales pipeline in Pipedrive, ensuring they are generated at the right stage in your sales process — improving efficiency and reducing the risk of manual entry errors.

    <Note>
      Need help? Click [**Get Guided Installation**](https://meetings.hubspot.com/cloudify/app-assistance) if you require assistance from Cloudify experts regarding the installation steps.
    </Note>

    <Frame>
      <img className="hidden dark:block" src="https://framerusercontent.com/images/V9mQ7lqshtBi9p380C7ToejZOTk.png" alt="Select a Pipeline from the drop-down menu" />

      <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18013717.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=c7a5432438e1fad63ab1b7f497c22f83" alt="Select a Pipeline from the drop-down menu" width="673" height="577" data-path="images/Screenshot2026-03-18013717.png" />
    </Frame>
  </Step>

  <Step title="Select the Deal Stage">
    Select the **Deal Stage** from the drop-down menu. This is the specific stage within the sales pipeline that will trigger the creation of an invoice or quote in Xero, ensuring the invoicing process aligns perfectly with your established sales flow.

    <Frame>
      <img className="hidden dark:block" src="https://framerusercontent.com/images/CVsmRZ3o5VB2wY9uVUmZKVVSLM.png" alt="Select the Deal Stage that will trigger invoice or quote creation in Xero" />

      <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18013803.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=68b6066916464b985e740735d5194f95" alt="Select the Deal Stage that will trigger invoice or quote creation in Xero" width="673" height="693" data-path="images/Screenshot2026-03-18013803.png" />
    </Frame>
  </Step>

  <Step title="Choose Invoice or Quote type">
    Choose the **Invoice/Quote** from the drop-down menu. This determines whether a invoice or a quote is created in Xero when the deal reaches the selected stage.

    <Frame>
      <img title="Screenshot2026 03 18013902" className="hidden dark:block" src="https://framerusercontent.com/images/dNfvJFSSgJpNugHTi0tAOmRFDA.png" alt="Choose whether to create a draft invoice or draft quote in Xero" />

      <img title="Screenshot2026 03 18013902" className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18013902.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=cb60065dfc3d18dd343bc87133f53e7a" alt="Choose whether to create a draft invoice or draft quote in Xero" width="595" height="582" data-path="images/Screenshot2026-03-18013902.png" />
    </Frame>
  </Step>

  <Step title="Add the Pipeline">
    After selecting all the required options, click **Add Pipeline**. Use **Clear** to reset your selections if needed.

    <Frame>
      <img className="hidden dark:block" src="https://framerusercontent.com/images/Hed9YQFqnxQPXfDrK3hBD0xBXo.png" alt="Click Add Pipeline to save the rule, or Clear data to reset" />

      <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18014009-1.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=3b20fa9222f395dba89634ca43ed1979" alt="Click Add Pipeline to save the rule, or Clear data to reset" width="640" height="579" data-path="images/Screenshot2026-03-18014009-1.png" />
    </Frame>
  </Step>

  <Step title="Continue to the next step">
    Customer and product settings are auto-configured by default. Click **“Customize”** to make changes based on your needs, or **“Complete setup”** to finish the installation.

    <Note>
      Need help? Click [**Get Guided Installation**](https://meetings.hubspot.com/cloudify/app-assistance) to reach Cloudify experts for assistance with installation steps.
    </Note>

    <Frame>
      <img className="hidden dark:block" src="https://framerusercontent.com/images/ZwdOqytxfbbI5SiWTokxxWb1l0.png" alt="Pipeline added — click Next to proceed to the next step" />

      <img className="dark:hidden" src="https://mintcdn.com/cloudify-c7720744/A6A_8yNHChdsPV-l/images/Screenshot2026-03-18014326.png?fit=max&auto=format&n=A6A_8yNHChdsPV-l&q=85&s=319140ae706b9579631c2b35bb8d8747" alt="Pipeline added — click Next to proceed to the next step" width="661" height="301" data-path="images/Screenshot2026-03-18014326.png" />
    </Frame>
  </Step>
</Steps>

***

<Tip>
  **Got unique integration needs?** Our custom team can build tailored integrations, specialized data mappings, and workflow automations to perfectly match your specific business processes. [Learn more about Advanced Integration Settings](https://custom.cloudify.biz/)
</Tip>

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