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Quotient integration

Quotient is super-intuitive online quoting and proposal software that lets you create, send and manage your quotes. Integrate Quotient with Capsule Contacts and capture customer communications.
Click here to learn more about Quotient

How does Capsule work with Quotient?

Lookup Capsule contacts

When adding contacts to quotes, include Capsule contacts in lookup results.

Send emails to Capsule

Send a copy of new quote and acceptance emails to a contact in Capsule. These are the emails that go direct to your customer, so it’s handy to have a copy for reference right in Capsule with a link back to the quote.

Create quotes from within Capsule

You can add a time saving link within Capsule to create a new Quotient quote.

To connect Quotient to Capsule

  1. In Quotient click on your username in the top menu bar Settings , under the Add-ons section click the link to Show More Add-ons and then click on Capsule.
  2. You now have the option to enable the different parts of the integration. You can start by using the button to Enable under the “Lookup Contacts” heading. This will take you to a Capsule login screen to authenticate the integration. Enter your login details and click to Allow access for the integration.
  3. Now you’ll need to enable some services, read on…

Lookup Capsule contacts

Under Lookup contacts, confirm and hit Enable.

  • When adding contacts to quotes, include Capsule contacts in lookup results.
  • Capsule contacts are indicated with a Capsule icon logo in the results.
  • Once you select a Capsule contact it will be saved (copied) into Quotient contacts (only a person’s name, email and company name are saved).

Send emails to Capsule

Hit Enable under Send emails to Capsule, enter your Capsule drop box email address into the ‘Capsule email address’ field, hit Save.

  • A copy of new quote and accepted quote customer emails will be sent via BCC.
  • A new contact will be created in Capsule if it does not exist.

Where to find your Capsule drop box email address:

  1. Sign in to Capsule.
  2. Select My Preferences (under your name, top right).
  3. Click Mail Drop Box.

Create quotes from Capsule

You can start a new quote directly from Capsule by setting up a handy time saving link. By doing this it can save you time by jumping you straight into a new quote with relevant details populated.

People & Organizations

  1. Sign in to Capsule, go to the Account Settings Custom Fields People & Organizations.
  2. Select Generated Link (under Add New)
  3. Enter the following field values, then hit Save when done:
  4. Label: new Quotient Quote
  5. Link Definition: https://go.quotientapp.com/new-001/quote?email={email}

Opportunities

  1. Sign in to Capsule, go to the Account Settings Custom Fields Opportunities.
  2. Select Generated Link (under Add New)
  3. Enter the following field values, then hit Save when done:
  4. Label: new Quotient Quote
  5. Link Definition: https://go.quotientapp.com/new-001/quote?title={name}&email={email}

Cases

  1. Sign in to Capsule, go to the Account Settings Custom Fields Cases.
  2. Select Generated Link (under Add New)
  3. Enter the following field values, then hit Save when done:
  4. Label: new Quotient Quote
  5. Link Definition: https://go.quotientapp.com/new-001/quote?title={name}&email={email}

Note

Remember that the generated links will only ever be visible when all the fields they use are populated. For example the ‘Opportunities’ link requires a name and an email address. That means that the opportunity needs to be linked to a contact with an email address and have an additional person linked to it as well.