Capsule CRM + Docubee
Generate and send contracts and agreements in Docubee from new or updated Capsule CRM opportunities
Populate document templates in Docubee using data from new or updated Capsule CRM opportunities. Send, track, and collect legally binding signatures on generated contracts and quotes easily.
Populate document templates in Docubee using data from new or updated Capsule CRM opportunities. Send, track, and collect legally binding signatures on generated contracts and quotes easily.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
- Free forever for core features
- 14 day trial for premium features & apps
About Capsule CRM
Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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CRM (Customer Relationship Management)About Docubee
Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.