Documents Automation for Nutshell CRM
Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension!
Overview
What is Documents Automation for Nutshell CRM?
Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension!.
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SUMMARY
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
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HOW TO INSTALL Documents Automation for Nutshell CRM FROM A CRX FILE
- Download Documents Automation for Nutshell CRM CRX file
- NOTE: Sometimes the browser may block downloading / installing CRX file from outside the Chrome Web Store. If so, you may need to download the ZIP file instead
- In the URL bar, go to chrome://extensions
- Enable Developer mode
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