Capsule – Getting Connected

How does it 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 directly 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 Capsule:

  1. Click on your Account Name (on the top-right of your Dashboard), then go to Settings > Add-ons > More Available.
  2. Choose Capsule.
  3. Hit 'Connect to Capsule'.
  4. Enter the web address of your Capsule account, then hit 'Continue'.
  5. Click 'Allow'.
  6. Now you'll need to enable some services, read on...

Lookup Capsule Contacts

Hit ‘Enable’ 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 logo.
  • Once you select a Capsule Contact it will be saved (copied) into Quotient Contacts.  Note that 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 the ‘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. Hit 'Mail Drop Box'.

To allow mail@e.quotientapp.com (the default in Quotient) to send emails to the drop box, you'll need to add it to the appropriate user's details on your Capsule account.

In Capsule:

  1. Click on your name in the top menu bar then select My Preferences > Edit contact details. 
  2. At the top right of your profile, hit the drop-down arrow and select Edit.
  3. Click + add another email address.
  4. Add mail@e.quotientapp.com and save.

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.

Add a generated link in Capsule:

TIP: Be sure to also enable contact lookups for best results.

People & Organisations

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

Opportunities

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

Cases

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

 
Find out more about Capsule.

Next Article: Insightly – Getting connected →