This integration will allow you to create, send, and track documents from Deals, Contacts and Company objects from Nimble.
Plan availability: Business and Enterprise
PandaDoc doesn't support Nimble custom domains.
To install the Chrome extension, go to your PandaDoc account, Settings > Integrations, find Nimble, click on it and click “Install Chrome extension”:
Access the PandaDoc panel in Nimble
To access the PandaDoc panel, open any deal, contact or company record. If you see a message to connect, please click “Connect” and login to your PandaDoc account. Once you’re connected, you will see a list of related documents to a deal or an organization, if applicable.
Setup of PandaDoc Templates to be used with Nimble.
Next, we need to setup our templates and how we want to pull in data from Nimble. In the following sections, we will discuss the setup of “Roles” and “Tokens”.
Use of PandaDoc Roles and tokens to import Contact information
With template Roles, we can import contact information (First Name, Last Name, Email Address and Company) from a Nimble Deal:
- Create a Role first: open your template, click Roles on the right, add a Role.
- Access Role tokens: click Content > Tokens, find your role tokens and copy and paste them on the template body.
Setup your tokens to pre-populate your documents with deal data
Tokens will save your time auto-filling information from a deal, company or contact record into a document:
- To view all of the available data that you can push from a Nimble record via tokens to a document, click on the gear icon -> “Tokens” tab;
- Copy a token name with the square brackets and paste it on the template body.
Tracking your documents in Nimble
Once you have created a document from the object item In Nimble, you can always revisit the document by accessing it through the PandaDoc module. Example shown below: