extension ExtPose

Documents Automation for Nimble CRM

Description from extension meta

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

Image from store Documents Automation for Nimble CRM
Description from store Create, send and track quotes, proposals, contracts and other collateral from within Nimble using PandaDoc extension! Turn Nimble deals into revenue faster Intelligently merge Nimble data into beautiful sales docs within seconds With PandaDoc + Nimble you can: - Create, deliver, track and legally eSign quotes, proposals and contracts with speed and efficiency. - Autofill accurate data into actionable and engaging documents -- directly from Nimble deal 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

  • (2016-11-17, v:1.0.20) Extension not connecting
    Hello, I downloaded the extension and have admin access to our Pandadoc account, but when I'm in Nimble and try to connect via the extension, it asks me to login, then even after logging in, it says to refresh once logged in, and then it asked me to connect again. Overall it turns into an endless loop where it is not connecting the nimble and PandaDoc accounts, please help. Jonathan - [email protected]

Statistics

Installs
225
Category
Rating
4.0 (1 votes)
Last update / version
2019-04-12 / 1.2.9
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