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Quote Roller Integration Setup

Last Updated: Feb 22, 2013 04:22PM PST

Nimble now integrates with Quote Roller


Nimble's integration with Quote Roller imports your contacts from Nimble to allow you to draw up sales quotes to your potential clients that are hosted in Nimble.

To get started with your Quote Roller integration, take the following steps. 


1. Go to Settings >> Integrations in Quote Roller and select Enable next to Nimble.  





2.  Authorize Quote Roller to access your Nimble account. 



3. Select Sync to update Quote Roller contacts from Nimble. 



4. This will start the import process, select 'Back to the integrations list' to go back to Quote Roller. 



5. Select your client from the list of companies, and draft a new proposal! 




If you have any questions, please write to us at care@nimble.com and we will be happy to help out! 

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