Integrate SignRequest with Nutshell CRM for Easy Document Signing
Our Marketplace integration with SignRequest powers:
- Updating a Nutshell lead when a SignRequest document is signed
- Logging a Nutshell activity when a SignRequest document is signed
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 SignRequest with Nutshell
To set up this integration, you will need a SignRequest account.
Perguntas frequentes
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1. Do I need a specific Nutshell plan to use the SignRequest integration?
No. All Nutshell users can access the SignRequest 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 SignRequest accounts to automate document signing and lead updates.
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2. How does the SignRequest integration update my Nutshell leads when documents are signed?
When a document is signed in SignRequest, Nutshell automatically updates the associated lead record and logs the signing activity. You can set up workflows to move leads through pipeline stages based on signature completion. This eliminates manual updates and keeps your sales process flowing seamlessly without extra steps.
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3. Can I send SignRequest documents directly from Nutshell to clients?
Yes. Through the SignRequest integration, you can send contracts and agreements directly to clients from your Nutshell lead records. Documents are pre-populated with client information, and signers receive email invitations. Once signed, the document automatically returns to your Nutshell record with a complete audit trail.
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4. How does SignRequest compare to other esignature tools like DocuSign?
SignRequest offers 50% better affordability than competitors like DocuSign while maintaining legally binding signatures. DocuSign dominates enterprise markets with advanced features and higher costs. SignRequest excels for SMBs needing simple, cost-effective signing with CRM integration—perfect for fast contract turnaround without complexity.
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5. Are there any compliance or security concerns with storing signed documents in Nutshell?
No. SignRequest uses bank-grade encryption and holds ISO 27001 certification. All signed documents stored in Nutshell are secure and legally binding. Both platforms comply with GDPR, ESIGN, and eIDAS regulations. Your audit trails prove authentication, and encrypted storage protects sensitive contract data from unauthorized access.
