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RightSignature + Nutshell: Managing Sales from Leads Through Contract Signing

By: Steve Stormoen / Tuesday, January 15, 2013


Nutshell represents a new breed of Customer Relationship Management (CRM) software, with a fluid user experience standing front and center. Nutshell allows users to track potential sales from the initial contact to the deal close on any web browser or mobile device – then goes the extra mile for true portability and personability. Nutshell’s innovative feature list includes voice and video updates so your team can log immediate reactions from in-person meetings with their leads, as well as a local weather forecast and twitter feed for each contact, making relationship-building social conversation effortless.

With the new Nutshell-RightSignature integration, you can now nurture those leads all the way to a legally signed online contract without ever having to leave your web browser.

Andy Fowler of Nutshell says:
RightSignature is the 21st century way to get documents signed online, and Nutshell is the modern CRM. Our customers across a huge range of businesses use Nutshell to manage sales processes, all of which need a signed contract to seal the deal. We love how RightSignature extends Nutshell’s user experience all the way to contract signing, and we’re excited to bring this integration to our users.”

RightSignature inside Nutshell


With the integration installed, a RightSignature button will appear in Nutshell for each of your leads, accounts, and contacts. Simply click this button to jump to your RightSignature dashboard, pre-filtered to show the documents sent to that particular person for signature.

Nutshell inside RightSignature

Additionally, your Nutshell contacts will be available directly within RightSignature for easy document sending. Just follow these easy steps:

  1. Login to RightSignature and install the new Nutshell add-on.
  2. Click “Send a Document” and select the document you want to get signed.
  3. Under “People Involved”, begin typing the name of one of your Nutshell contacts into the Signer or CC fields. RightSignature will recognize and automatically suggest your Nutshell contacts. Select that contact from the menu below and their name and email address will auto-complete.
  4. Click Send, and RightSignature will send your contact the document to sign online – without any paper, printing, faxing, or scanning necessary.

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