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
Find/Use the Nusii Widget
Create a Nusii proposal



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
Go to the Nusii Configuration under Apps and Integrations → Click on Install.

Apps and Integration page


4
Add the API token from Nusii → 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
  • Amount - Proposed Total

    • Expanded Nusii widget with the data


    💡 The widget will display contact-specific data for the first 10 email addresses at the top saved with this contact.


    Create a Nusii proposal

    Jump up to Article's Overview ⮝

    1
    Scroll down to the Nusii Widget on any contat profile.

    2
    Expand the Widget and click on Create Proposal.

    Nusii Widget expanded | Create Proposal


    3
    A new page opens to create the proposal in Nusii, with contact details automatically filled in.
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