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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.
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Synchronize Clients and Contacts
Integration into Insightly syncs clients and contacts between both systems, providing you with access to important information quickly and easily.
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Send Beautiful Proposals
Now that all your contacts are in Quote Roller, send a beautiful proposal to any client in seconds.