Documents Automation for Nutshell CRM
The Documents Automation for Nutshell CRM is a free Chrome add-on developed by PandaDoc. It is designed to enhance the functionality of Nutshell CRM by allowing users to create, send, and track quotes, proposals, contracts, and other collateral directly within the CRM platform.
With this extension, users can seamlessly merge Nutshell data into professional sales documents in just a few seconds. The integration enables users to create, deliver, track, and legally eSign quotes, proposals, and contracts with speed and efficiency. The extension also autofills accurate pricing, product, and profile data directly from Nutshell lead records, saving time and ensuring accuracy.
One of the key features of this add-on is the ability to track opens and views on sales collateral, providing valuable insights into customer engagement. Additionally, the extension offers stunning HTML5 documents that are accessible via any browser or device, making it easy to convert eSignatures faster.
The Documents Automation for Nutshell CRM also includes pre-designed templates, drag-and-drop content, and shared workspaces, enabling users to work faster and collaborate in real-time to complete negotiations more efficiently.
