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Contracts & Proposals CRM Integrations

Managing your contracts and proposals is important for keeping track of your customers’ sales documents. These documents are a critical part of your relationship with any prospect and client, so it’s crucial to have them organized and accessible for your team.

Contract and proposal CRM integrations make it easier to organize contact data

Integrating your contract and proposal applications with your CRM is the solution to organizing your essential documents. Your team can attach proposals and other important documents to the right customer or lead’s page in the CRM, making it easy to find what you need to move a sale forward — or nurture an existing relationship.

App Marketplace

Don't want to set up or manage your integrations? Let[...]

Nutshell's Quotes & Invoices

Create, edit, send, review, and track Quotes and Invoices directly[...]

docusign

Streamline your contracts and proposals processes.

Dropbox DocSend

Dropbox Sign

Housecall Pro

PandaDoc

Build, deliver, and track sales quotes and proposals from Nutshell

Proposify

Quickbooks (QBO)

Import your Quickbooks contacts in minutes, automatically invoice new

SignNow

SignRequest

SignWell

Dropbox

Attach your sales documents with one click

Formstack

Add Nutshell contacts directly into documents

Box

Easily attach your sales documents

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Contact our Support Engineering team to see how we can connect your tech to Nutshell! Need more information about Nutshell in general? Contact Sales

Nutshell CRM Contracts & Proposals Integrations

With Nutshell, you can seamlessly connect your applications through contract and proposal CRM integrations. Here are some of the integrations Nutshell offers for organizing your documents: Don’t see your contract and proposal application? Through Zapier, you can access dozens more options and integrate them seamlessly with Nutshell. Whether you need to integrate your CRM with HoneyBook, Proposify, Better Proposals, or another application, Zapier’s integration options make it easy to sync your data with Nutshell. And if you need a custom integration, Nutshell can handle that too. Nutshell’s AppConnect will give you even more flexibility to integrate your workflows and data between Nutshell and the applications your company already uses. Talk to our team about AppConnect!

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