Introducing Harvest integration, Highrise integration updated
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.