Nusii

Nusii is a cloud-based proposal management platform designed to help freelancers and agencies create, send, and track professional proposals to close deals faster.


With the help of the Nusii Widget in OnePageCRM,  users can quickly integrate their CRM account with Nusii and easily review previous proposals and agreements that are connected to contacts saved in the CRM.


  • You need a Nusii account to connect it to OnePageCRM.
  • Only  Account Owner or Administrators can configure and manage the integration.

In this article:



Enable/Disable the Nusii Widget


1
Log into your Nusii account.

2
Navigate to Nusii Integrations & API → click the link to display the API token → copy it.

Nusii | Integration & API | API


💡 Ensure to save the API token somewhere safe. For security reasons, Nusii will not display this token again.


3
Click on your User/Profile icon (top right-hand corner) → select Apps and Integrations under Sales Enablement Apps click on Nusii → click on Install.

Apps and Integration page


4
On the Configuration tab click on Connect to Nusii.

OnePageCRM | Nusii Configuration page


Find/Use the Nusii Widget

Jump up to Article's Overview ⮝

1
Open a contact → scroll down to the Nusii widget above the Contact Timeline → click on it to expand.

Click on the Nusii widget to expand it.


2
Once expanded, it will display:

  • Date - Date when the proposal was sent
  • Proposal - Name of the Proposal, including a URL link that allows a logged user to view the email content sent via Nusii
  • Status - Status of the Proposal

    • Expanded Nusii widget with the data


    💡 The widget will display contact-specific data for the first email address at the top saved with this contact.

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