Quote Roller now connects to Nutshell!

Today we are thrilled to announce the integration between Quote Roller  and with Nutshell CRM!
Nutshell is the next generation of CRM tools that allows users to intuitively track and manage the full lifecycle of a deal from lead to close. Nutshell streamlines the organization and reporting of your sales via an extremely user friendly platform.

With the integration in place, users can now sync critical deal information between Nutshell and Quote Roller. For example, accounts created within the Nutshell CRM will populate “company” fields within Quote Roller. The same applies for contacts created within Nutshell.

Nusshell CRM
This functionality extends to product and services as well, reducing data duplication, saving you effort, more time and seamlessly connecting our tools!

To enable your integration, go to the Settings tab of your Quote Roller account. In the Integrations Menu choose Nutshell. Fill in your Nutshell account address and Token that you can obtain here.

 Now you can sync all the valuable information between your two accounts!

It’s our job to save our customers time – the most valuable resource they have! This integration, and many others to come, does just that.


Quote Roller is now PandaDoc

We’ve taken the great features of Quote Roller and made them even better with PandaDoc. PandaDoc is a robust document management platform with Quote Roller’s CPQ functionality built-in.

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