Documents Automation for Nutshell CRM

Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension!

What is Documents Automation for Nutshell CRM?

'Documents Automation for Nutshell CRM' is a useful Chrome extension enabling users to create, deliver, track, and eSign various sales documents directly from Nutshell records. With the help of PandaDoc integration, users can autofill data, track document activity, enhance eSignature conversions, and speed up the work process with ready-made templates and shared workspaces. It's designed to assist users in sealing deals more efficiently and swiftly.

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Extension stats

By: https://pandadoc.com

View on Chrome Web Store

Users: 996 ▲ 15

Rating: 5.00 (1)

Version: 1.6.5 (Last updated: 2024-04-24)

Creation date: 2019-07-10

Risk impact: Low risk impact

Risk likelihood: Moderate risk likelihood

Manifest version: 3

Permissions:

storage

Size: 282.62K

Email: su*****@pandadoc.com

URLs: Website ,Privacy policy

Ranking

# 31385 ▼ 104

Other rankings

#13401 in Workflow & Planning ▲ 7 #8 in automation catalog keyword 27 #24 in automation keyword 23 ▲ 4 #74 in document keyword 31 ▲ 11 #91 in automate keyword 39 ▼ 4

Other platforms

Not available on Firefox

Not available on Edge

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Extension summary

Analyze keywords

Create, send and track quotes, proposals, contracts and other collateral from within Nutshell using PandaDoc extension!

Turn Nutshell opportunities into revenue faster

Intelligently merge Nutshell data into beautiful sales docs within seconds

With PandaDoc + Nutshell you can:

Create, deliver, track and legally eSign quotes, proposals and contracts with speed and efficiency.
Autofill accurate pricing, product, and profile data into actionable and engaging documents -- directly from Nutshell lead records!
Track opens and views on your sales collateral.
Convert eSignatures faster with stunning HTML5 documents that are accessible via any browser or device.
Work faster with pre-designed templates, drag-and-drop content, shared workspaces.
Collaborate in real-time to complete negotiations faster.

Learn more at www.pandadoc.com

Extension safety

Risk impact

Documents Automation for Nutshell CRM requires very minimum permissions.

Risk likelihood

Documents Automation for Nutshell CRM is probably trust-worthy. Prefer other publishers if available. Exercise caution when installing this extension.

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