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.