1Create Sales Quotes from
A generated link allows the building of sales quotes from within the opportunity interface of Capsule CRM.
Quote Roller automatically grabs client data from your Capsule account.
2Synchronize Clients and Contacts
Integration into Capsule CRM synchronizes clients and contacts between both systems,
providing you with access to important information quickly and easily.
3Attach Sales Quotes
to Contacts and Opportunities
BCC notifications and quotes sent by Quote Roller to your Capsule dropbox email address.
This will allow you to track all proposals sent by Quote Roller from within Capsule CRM.