Integrera PandaDoc med Nutshell
Spåra, förhandla och e-signera avtal.
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.
Fördelar med PandaDoc CRM-integrationer:
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- Spara tid och påskynda din säljcykel genom att hantera dina offerter och förslag i Nutshell.
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- Förkorta säljcykeln genom att använda juridiskt bindande e-signaturer.
Vad en PandaDoc-integration i Nutshell gör:
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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- Skapa PandaDoc-förslag från Nutshell leads
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- Uppdatering av en lead på Nutshell när ett PandaDoc-dokument undertecknas
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- Loggning av en Nutshell -aktivitet när ett PandaDoc-dokument signeras
Fält som ansluter
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- Namn
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- E-postadress
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- Adress
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- Telefon
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- Produkter
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- Ledvärde
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!
Krav för PandaDoc CRM-integrationer
Du måste ha ett PandaDoc-konto (börjar på $19 per användare och månad). Har du inte registrerat dig än? Registrera dig för PandaDoc här!
Integrera din Nutshell CRM med PandaDoc
Vanliga frågor och svar
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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.
