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

Latest Version

Version
1.6.5
Update
April 24, 2024
Size
276KiB
Developer
pandadoc.com
Category
Users
958
Rating
5 ★
Manifest Version
3
Web Store Status
Languages Support
English (United States)
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Permissions
Storage
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Documents Automation for Nutshell CRM Extension

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
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Source Manifest.json

{"update_url": "https://clients2.google.com/service/update2/crx", "name": "Documents Automation for Nutshell CRM", "version": "1.6.5", "manifest_version": 3, "description": "Create, send and track quotes, proposals, contracts and other collateral from within Nutshell CRM using PandaDoc extension!", "homepage_url": "https://www.pandadoc.com/", "icons": { "16": "icons/pd-16.png", "48": "icons/pd-48.png", "128": "icons/pd-128.png" }, "permissions": [ "storage" ], "host_permissions": [ ], "action": { "default_title": "PandaDoc", "default_icon": { "16": "icons/pd-16.png", "48": "icons/pd-48.png", "128": "icons/pd-128.png" }, "default_popup": "popup.html" }, "background": { "service_worker": "js/background/background.js", "type": "module" }, "content_scripts": [ { "matches": ["https://*.nutshell.com/*"], "js": [ "libs/moment.min.js", "libs/moment-timezone-with-data.js", "libs/jquery.js", "libs/purl.js", "libs/jquery.cookie.js", "libs/jquery.noty.packaged.js", "libs/lodash.js", "libs/parse-names.js", "libs/raven.min.js", "libs/pd_js_sdk/pandadoc-js-sdk.min.js", "js/extend/parse-names-custom.js", "js/content_scripts/extension.js", "js/content_scripts/panel.js", "js/content_scripts/init.js", "js/content_scripts/providers/nutshell.js" ], "css": [ "libs/pd_js_sdk/pandadoc-js-sdk.css", "css/inject.css" ], "run_at": "document_end" } ], "options_ui": { "page": "options.html" }}
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How to download and manually install Documents Automation for Nutshell CRM extension for Chrome

Looking for a way to install Documents Automation for Nutshell CRM extensions for Chrome, you can search for them in the Chrome Web Store, clicking the "Add to Chrome" button, and following the straightforward process.

However, you may need to install Documents Automation for Nutshell CRM extensions manually, this article outlines two simple methods to effortlessly install Documents Automation for Nutshell CRM extensions, whether they come as unpacked folders in compressed formats like .zip or as .crx files.

Method 1: Download Documents Automation for Nutshell CRM extension and manually install through Drag &Drop

If you ever need to manually install a Documents Automation for Nutshell CRM extension for Chrome, don't worry, it's a simple process. Just follow these easy steps, and you will have your extension ready to use in no time.

Step 1: Download the Documents Automation for Nutshell CRM Extension by clicking the "Download CRX" button on the website.

Look for the Documents Automation for Nutshell CRM extension you wish to install. Go to the website and download the Documents Automation for Nutshell CRM extension package, which is usually a .CRX file and comes in a zipped file. Here ".crx" file is the format for Documents Automation for Nutshell CRM extension that contains all the data.

Step 2: Extract &Arrange Files

Once the file is downloaded, extract that file into its own folder. Similarly, give that extension files a permanent home. In other words, keep it in a folder that you don't accidentally delete it because these files will be needed to make that extension work.

Step 3: Go to the Chrome Extensions Page

Open Google Chrome and in the address bar, type chrome://extensions; it will open the Google Chrome extensions page. Make sure that "My extensions" is selected in the sidebar.

Step 4: Drag and Drop the Extension

Now, go to the folder where you extracted the Documents Automation for Nutshell CRM extension and drag &drop the extension file from there anywhere onto the extension page within Google Chrome.

Step 5: Complete the Installation

Once you drag and drop the extension file, follow the steps that Google Chrome takes you through. Similarly, if the extension file is of .crx file format, you will be required to review the permissions and then add the extension.

Now, you can manage that added extension as you would like to with any other Chrome extension that you added through Chrome Webstore. Its icon will also appear in the Google Chrome Menu on the right side of the address bar once you activate it.

Method 2: Download Documents Automation for Nutshell CRM extension for Chrome and install in Developer Mode

This is another method to install Documents Automation for Nutshell CRM extension manually, but the twist is that here, you install by enabling the developer mode option provided in Google Chrome. This mode is commonly used for testing extensions or running unpublished tools.

Step 1: Download the Documents Automation for Nutshell CRM extension file

Select and download the Documents Automation for Nutshell CRM extension by clicking the 'Download CRX' button on the website.

Step 2: Extract the downloaded contents

Convert the file to a ZIP file if it is in CRX format then extract the Documents Automation for Nutshell CRM extension zip file or folder that you downloaded. Make sure you extract it using the same folder name and keep it safely in another folder, so you don't delete it by mistake. The extracted folder will be needed to keep your Documents Automation for Nutshell CRM extension running.

Step 3: Open Chrome Extension Setting Page

In the address bar of Google Chrome, type chrome://extensions and open the Chrome Extension Page.

Step 4: Enable Developer Mode

After opening the Chrome Extension page, look at the top right side, and you will find the toggle option of "Developer mode."Simply enable that developer mode option.

Step 5: Load the Unpacked Extension

Once you enable the developer mode option, you will see the menu of Load Unpacked, Pack Extensions and Update. From that, select the option "Load unpacked."

Step 6: Select the Extension Folder

Once the pop-up opens upon clicking Load unpacked, select the Documents Automation for Nutshell CRM extension directory and click on the "Select Folder "button.

Step 7: Confirm and Install

After you select an extension folder of a Google Chrome extension you're installing manually, confirm its installation for the final time and let the installation complete.

Conclusion

Here we've made a step-by-step guide on How to manually install Documents Automation for Nutshell CRM extension in 2 ways. We hope this guide proves helpful.

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