• Enable integration

    Navigate to “Settings” – > “Integrations” and find a Insightly logo. Click to enable the integration, fill in your Insightly API key and enjoy a powerful add-on that will help to create and send great looking quotes.

  • Synchronize Clients and Contacts

    Integration into Insightly syncs clients and contacts between both systems, providing you with access to important information quickly and easily.

  • Send Beautiful Proposals

    Now that all your contacts are in Quote Roller, send a beautiful proposal to any client in seconds.