FreshBooks, Capsule integrations, quick search feature

  |   Vaclav

In recent days we have rolled out two new integrations. Integration with FreshBooks provides an easy way to import clients and export proposals as invoices. Capsule integration supports importing clients as well, but allows both export and import of proposals from Capsule's opportunities. You can easily set up these integrations in the integrations tab in your account settings.

Another cool feature that was implemented recently is the quick search - you can now search for a proposal or a client from any page using smart search field at the top and jump right to it's details page.

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