Better Proposals + Harvest Integration

You're tracking billable hours and proposal statuses across separate tools but your timesheets only update when someone manually logs data, so your project profitability reports are always a few days behind — this integration means every signed proposal and project update flows instantly and your financial data stays current.

You need to start onboarding the moment a client commits but you only find out when checking emails hours later, so project kickoff is constantly delayed — with this integration, every signed proposal creates your Harvest project instantly and work begins right away.

You answer client questions about project setup and billing while waiting on proposal paperwork to clear, so communication gets bottlenecked by administrative delays — automating both apps means your Harvest client and project profiles are ready before the kickoff call.

You are managing dozens of active client proposals and time tracking entries every week without enough admin support, so details regularly slip through the cracks — connecting these apps means every proposal signature automatically provisions the right project without manual entry.

You depend on the sales team to hand over signed proposal details before you can set up billable tasks and timesheets in Harvest, so billable hours go untracked during the gap — this integration means project creation happens automatically the second a proposal is signed.

You rely on complete records linking agreed proposal values to tracked Harvest hours and invoices, but manual entry leaves frustrating gaps in your audit trail — automating both apps means every proposal ties directly to its Harvest project record with zero missing entries.