Note: QuoteRoller is now PandaDoc. This integration will still work for legacy QuoteRoller accounts. If you don't have a legacy QuoteRoller account, you will need to use PandaDoc.
Nutshell administrators can integrate their legacy QuoteRoller account with Nutshell in just a few simple steps! After integrating, you can send people names and products directly from Nutshell to QuoteRoller to create proposals.
- In Nutshell, Setup > API Keys. Create a New API Key with the permission "API Access."
2. In Quote Roller, go to Settings > Integrations. Find Nutshell and click "Enable."
3. Enter the e-mail address you use to login to Nutshell and the Nutshell API key (created in the previous step).
How to use
In Nutshell, the QuoteRoller integration is already enabled, so you don't need to take any action to get it set up.
That's it! Now you will see a "Send to QuoteRoller" button on each lead, so you can easily send your lead information to QuoteRoller.