Integration with Capsule

NiftyQuoter + Capsule
Import clients or opportunities, create and send great proposals with NiftyQuoter and then export a proposal as a new opportunity to Capsule. Proposal's status and new comments will be then automatically synced to Capsule.

Import clients

Integration with Capsule allows you to easily import all your clients from Capsule to NiftyQuoter with one click of a mouse.

Import & export proposals

Proposals can be both imported or exported. Import Capsule's opportunitites as proposals with one click from Capsule's opportunity page. Or export proposals as opportunities to Capsule. Proposal's status (won/lost) is automatically synced to Capsule.

Save emails to Capsule

Set your Capsule's dropbox email as BCC for outgoing emails so that all these emails will be saved to your contact in Capsule.

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