Integrate PandaDoc With Nutshell

Track, negotiate, and eSign contracts.

Nutshell is an all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals. PandaDoc helps with sales document management. With this integration, you can manage all of your sales documents from within Nutshell.

Benefits of PandaDoc CRM integrations:

• Save time and accelerate your sales cycle by managing your quotes and proposals within Nutshell.
• Shorten your sales cycle by using legally binding eSignatures.

What a PandaDoc integration in Nutshell does:

We have a built-in integration that lets you quickly and easily send names and email addresses into Nutshell via a company, person, or lead page. You can also create, track, and send quotes, proposals, and contracts from within Nutshell.

In addition to our built-in integration, our AppConnect service powers:

• Creating PandaDoc proposals from Nutshell leads
• Updating a Nutshell lead when a PandaDoc document is signed
• Logging a Nutshell activity when a PandaDoc document is signed

Fields that connect

• Name
• Email address
• Address
• Phone
• Products
• Lead value

What is AppConnect?

It’s our professional service where we set up, maintain, and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached (since AppConnect is free for most customers).

Have more questions about this integration or AppConnect? Start a free trial and chat with our sales team!

Requirements for PandaDoc CRM integrations

You must have a PandaDoc account (starts at $19 per user per month). Not signed up yet? Sign up for PandaDoc here!

Integrate your Nutshell CRM with PandaDoc

Not a Nutshell customer? Try us free for 14 days!

Start Free Trial

Or

Contact Sales