How to Use PandaDoc Browser Extension
- George Apostolov
How to Use PandaDoc Browser Extension: step-by-step guide
Once you’re connected, you will see the PandaDoc module ready to create new documents. Click on it.
Select 'Go to Nutshell CRM'.
In your Nutshell CRM, click 'Create new document' through Chrome extension.
You need to select a template that you want to add.
Click 'Add item'.
Click 'Variables' in the right panel.
Next, find the default role variables by the role name at the beginning.
Go to the 'Settings' in your Nutshell account and select 'Variables'.
Copy the variable name with the square brackets and add it to the template.
Quick answer: To use the PandaDoc Browser Extension in Nutshell CRM, click the PandaDoc module, select 'Go to Nutshell CRM', and create a new document. Choose a template, add an item, and click 'Variables' in the right panel. Find default role variables by name, copy the variable name with square brackets from account settings, and add it to the template.
About this PandaDoc tutorial
Create and manage documents efficiently using the PandaDoc browser extension within your Nutshell CRM account. This guide shows how to use PandaDoc Browser Extension in 9 steps, starting with "Once you’re connected, you will see the PandaDoc module ready to create new documents...." and finishing with "Copy the variable name with the square brackets and add it to the template". The interactive demo above is a click-through copy of the real PandaDoc interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to use PandaDoc Browser Extension?
9 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your PandaDoc data or settings. Once you know the flow, repeat it in your own workspace.
This tutorial is filed under PandaDoc. Related guides: How to View Basic Analytics in PandaDoc, How to View Document History in PandaDoc and PandaDoc Android Integration. Last reviewed 05 Oct 2026.
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