Streamline Docs with SignWell and Nutshell CRM Integration
Our Marketplace integration with SignWell powers:
- Updating a Nutshell lead when a SignWell document is completed
- Logging a Nutshell activity when a SignWell document is completed
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 integration? Start a free trial and chat with our sales team!
Requirements for integrating SignWell with Nutshell
To set up this integration, you will need a SignWell account.
Frequently asked questions
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1. Do I need a specific Nutshell plan to use the SignWell integration?
No. All Nutshell users can access the SignWell integration regardless of which plan they’re on—Foundation, Growth, Pro, Business, or Enterprise. The integration is available to every Nutshell customer at no extra cost. You’ll just need both Nutshell and SignWell accounts to send documents for signing directly from your CRM.
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2. How does the SignWell integration work with Nutshell?
The SignWell integration lets you send contracts and documents for signature directly from Nutshell leads and deals. Documents are pre-filled with customer data from Nutshell, track signing status automatically, and update your lead records when documents are sent, viewed, or signed—eliminating manual data entry and paperwork.
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3. Can SignWell automatically update my Nutshell records when documents are signed?
Yes. When a document is signed in SignWell, Nutshell automatically updates the associated lead or deal record. You can configure updates to mark contracts as won opportunities, log activities, and track contract status throughout the sales process without manual intervention.
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4. How does SignWell compare to other esignature tools like DocuSign?
SignWell offers an affordable, easy-to-use alternative to DocuSign with transparent pricing (15+/month) and faster setup. DocuSign dominates enterprise markets with advanced features and compliance tools. SignWell’s strength is simplicity, affordability, and seamless CRM integration—ideal for SMBs and sales teams.
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5. What other document and esignature tools integrate with Nutshell besides SignWell?
Nutshell integrates with several document platforms through Zapier and our App Marketplace. You can explore 5,000+ available integrations at nutshell.com/crm/appconnect. Compare tools based on your volume, compliance needs, and budget—SignWell excels for affordable, straightforward signing workflows.
