Nusii

Nusii is a proposal management platform that helps freelancers and agencies create, send, and track proposals.

The Nusii Widget connects Nusii with OnePageCRM, allowing you to view previous proposals and agreements linked to your CRM contacts directly in OnePageCRM.


  • 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
In Nusii, go to Nusii Integrations & API → API → copy the API token.

Nusii | Integration & API | API


💡 Save the API token before leaving this page. For security, it is only shown once.


2
In OnePageCRM, go to Nusii under Apps and Integrations → click Install.


3
Under Configuration → paste the API token → click Connect to Nusii.

OnePageCRM | Nusii Configuration | Connect to Nusii


Find/Use the Nusii Widget

Jump up to Article's Overview ⮝

1
Open a contact → find the Widget above the Contact Timeline → click to expand.

Click on the Nusii widget to expand it.


2
Once expanded, it will display:

  • Date - The date the proposal was sent
  • Proposal - The name of the Proposal, and a link to Nusii
  • Status - The status of the Proposal
  • Amount - The proposed total

    • Expanded Nusii widget with the data


    💡The widget checks the first 10 email addresses saved for the contact and displays any matching data.


    Create a Nusii proposal

    Jump up to Article's Overview ⮝

    1
    Open a contact → scroll down to the Nusii Widget.

    2
    Expand the Widget → click on Create Proposal.

    Nusii Widget expanded | Create Proposal


    3
    A new Nusii page opens with the contact details automatically filled in.
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