New Features: Highrise Deals Syncing, Improved Client View, and Additional Currencies

Today we’re proud to announce some great new additions to Ballpark. We’ve had an incredible first month and wanted to say thank you by sending a few of the features we’ve had in our skunk works your way.

Highrise Deals Syncing
Highrise Deals are a great way to keep track of estimates and proposals and take note of which you’ve won and lost. Avid users of Highrise ourselves, we’ve added the ability to sync your Ballpark estimates with Highrise as Deals. Learn more about Highrise Deals

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To enable Deals syncing, go to Settings > App Integration, flip the switch to “ON”, enter your Highrise API information and click “Save changes”. Once you enable Deals syncing, Ballpark will automatically create a Highrise Deal for each new estimate that you create, then update its status accordingly when you mark it as accepted or rejected in Ballpark.

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We use Highrise to keep track of incoming RFPs and emails from clients that need to be shared with our team. WIth Highrise Deals syncing, we can keep the whole team - specifically team members who aren’t in Ballpark - aware of what projects we’ve won and lost, leave notes about what happened, and keep everyone on the same page.

Improved Client View
We’ve also made some improvements to the client view. You can now brand your invoices and estimates with your logo, let clients view the remaining balance, as well as the date and amount of each payment that you have received.

#Additional Currencies
As requested, we’ve added support for Australian Dollars, Swedish Krona, and Malaysian Ringgit. We are working to add all world currencies, but if you need us to add one in the meantime, feel free to let us know.

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