extension ExtPose

Documents Automation for Nutshell CRM

Description from extension meta

Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension!

Image from store Documents Automation for Nutshell CRM
Description from store Create, send and track quotes, proposals, contracts and other collateral from within Nutshell using PandaDoc extension! Turn Nutshell opportunities into revenue faster Intelligently merge Nutshell data into beautiful sales docs within seconds With PandaDoc + Nutshell you can: - Create, deliver, track and legally eSign quotes, proposals and contracts with speed and efficiency. - Autofill accurate pricing, product, and profile data into actionable and engaging documents -- directly from Nutshell lead records! - Track opens and views on your sales collateral. - Convert eSignatures faster with stunning HTML5 documents that are accessible via any browser or device. - Work faster with pre-designed templates, drag-and-drop content, shared workspaces. - Collaborate in real-time to complete negotiations faster. Learn more at www.pandadoc.com

Latest issues

  • (2017-08-15, v:1.0.41) Mark Reynolds: Please support linebreaks in imported lead fields
    Line breaks are not being included when brought across in tokens from the Nutshell API. I've checked the Nutshell API raw response and it does include linebreaks, but they are not displayed in Pandadoc documents when imported by this extension. This is currently halting a Pandadoc project because text that is only readable with line breaks is being clumped together in Pandadoc into one block of text which obviously isn't going to be easy to read and looks very unprofessional. Unusable. The two examples of Nutshell lead fields that we've looked at are 'custom fields' (long text format) and the 'product notes/description)' field. But I assume this could be happening to other fields. This is a big issue because the Pandadoc template in this project is finished and this one problem is stopping the client from starting their Pandadoc subscription. This integration is so good (thanks so much), but this one issue is stopping us from using it - which is so frustrating. We just want our client to experience the improved Nutshell/Pandadoc workflow made possible by your chrome extension. Please help us fix this by supporting linebreaks in imported lead fields very soon! Please fix this bug.
  • (2016-04-03, v:1.0.20) Jolyon Favreau: hanging!!
    after clicking Create new document the extension just hangs http://www.clipular.com/c/6198572544950272.png?k=nwvgQZ-G5DE7F4BgWuLD1MsSFPQ

Statistics

Installs
612
Category
Rating
5.0 (1 votes)
Last update / version
2019-07-10 / 1.2.10
Listing languages

Links