Introducing Harvest integration, Highrise integration updated

  |   Vaclav

Last week we rolled out the Harvest integration. It allows you to easily import all your clients from Harvest to NiftyQuoter with one click of a mouse. The other way - from NiftyQuoter to Harvest - is also supported. When you export a proposal it creates an invoice, a project and a client in Harvest automatically.

We also updated the Highrise integration to be even more time-saving than before. Now it supports deal importing, automatically exports a client when exporting a proposal and syncs proposal's state to Highrise. So for example when a client approves a proposal our proposal software updates deal's state in Highrise to won state.

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