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How to Connect Chrome Extension to PandaDoc

Updated on:
May 12, 2026
By:
Madhav Bhandari
Use this interactive demo to learn how to install and connect the PandaDoc Chrome extension in minutes.

Quick summary

The PandaDoc Chrome extension connects your browser directly to your PandaDoc account, letting you manage and send documents without leaving the web pages you already work in. Setting it up takes under two minutes by navigating to Settings, selecting an integration, and adding the extension from the Chrome Web Store.


Steps

  1. Go to your PandaDoc account and open Settings.
  2. Click Integrations in the Settings menu.
  3. Click on Nutshell from the integrations list.
  4. Click Install Chrome Extension to initiate the installation process.
  5. Hit Add to Chrome on the Chrome Web Store page.
  6. Click Add extension in the confirmation dialog to confirm the action.
  7. The PandaDoc Chrome extension is now connected and ready to streamline your document processes across platforms.

📌 Why this matters

Connecting the PandaDoc Chrome extension lets sales and operations teams create, send, and track documents directly from any web-based CRM or platform without switching tabs. This tight browser integration reduces friction in the document workflow, cutting the time between proposal creation and client signature. For teams using tools like Nutshell CRM, the extension surfaces PandaDoc functionality inline, keeping deal momentum high and eliminating manual copy-paste errors. It is a critical setup step for any organization looking to maximize the ROI of their PandaDoc subscription through deeper tool connectivity.
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