Integrar o PandaDoc com Nutshell
Acompanhe, negocie e assine contratos eletronicamente.
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 Nutshell-PandaDoc integration, you can manage all of your sales documents from within Nutshell.
Benefícios das integrações com o PandaDoc CRM:
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- Economize tempo e acelere seu ciclo de vendas gerenciando suas cotações e propostas em Nutshell.
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- Reduza seu ciclo de vendas usando assinaturas eletrônicas juridicamente vinculativas.
O que uma integração do PandaDoc em Nutshell faz:
We have a built-in PandaDoc 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 Marketplace integration with PandaDoc powers:
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- Criação de propostas do PandaDoc a partir de Nutshell leads
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- Atualização de um lead do Nutshell quando um documento do PandaDoc é assinado
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- Registro de uma atividade em Nutshell quando um documento do PandaDoc é assinado
Campos que se conectam
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- Nome
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- Endereço de e-mail
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- Endereço
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- Telefone
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- Produtos
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- Valor do lead
What is our App Marketplace?
We offer many instant integrations — such as Google, Microsoft and Quickbooks. Our App Marketplace gives you additional flexibility to connect Nutshell with many other software applications. Even better, with our Marketplace service, we’ll set up, maintain and eat the costs of your Zapier connections to Nutshell. You get all the Zaps with no strings attached.
Have more questions about this PandaDoc integration? Start a free trial and chat with our sales team!
Requisitos para integrações com o PandaDoc CRM
Você deve ter uma conta do PandaDoc (a partir de US$ 19 por usuário, por mês). Ainda não se inscreveu? Registre-se no PandaDoc aqui!
Integre seu CRM Nutshell com o PandaDoc
Perguntas frequentes
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Do I need a specific Nutshell plan to use the PandaDoc integration?
No. The PandaDoc integration is available with all Nutshell plans—Foundation, Growth, Pro, Business, and Enterprise. You can connect PandaDoc to any Nutshell tier without plan restrictions or additional integration fees.
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Do I need a separate PandaDoc subscription to integrate it with Nutshell?
Yes, you’ll need an active PandaDoc account to use this integration. PandaDoc is a separate service with its own pricing (starting at $19 per user per month). Your Nutshell plan plus PandaDoc subscription enables full document management and eSignature capabilities.
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What types of documents can I create and send through the PandaDoc-Nutshell integration?
You can create, send, and track quotes, proposals, and contracts directly from Nutshell. PandaDoc’s 300+ templates make it easy to generate professional sales documents quickly, and all eSignatures are legally binding. Document tracking shows real-time status updates.
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What information syncs between Nutshell and PandaDoc?
Customer names, email addresses, phone numbers, physical addresses, products, and lead values automatically flow from Nutshell to PandaDoc documents. When documents are signed in PandaDoc, that status updates back in Nutshell and logs as an activity automatically.
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Does Nutshell manage the PandaDoc integration for me?
Through our App Marketplace, Nutshell handles setup and maintenance of the PandaDoc integration using Zapier behind the scenes. We cover all setup costs—you just connect your accounts and start creating and tracking documents without manual data entry.
