Simply register for an account with Quote Roller, navigate to "Settings" - > "Integrations" and find a Highrise logo.
Click to enable the integration, fill in your Highrise login data and enjoy a powerful
add-on that will help to create and send great looking quotes.
2Synchronize Clients and Contacts
Integration into Highrise CRM synchronizes clients and contacts between both systems,
providing you with access to important information quickly and easily.
3Attach Sales Proposals
to Contacts and Deals
BCC Quote Roller’s notifications and quotes to your Highrise dropbox email address.
This will allow you to track all proposals sent by Quote Roller from within Highrise.