It’s been few months since we announced our integration with Insightly, which naturally means it’s time for an update!
After launching and gaining some valuable feedback from our customers, we’ve made a revision that is sure to make the user experience even better. Now, when you link a contact to an opportunity, you can pass that contact data seamlessly into a document.
How is this possible? Information is passed from Insightly to PandaDoc via a piece of code called a token. A token captures information from contact fields such as first name, last name, and email address and autofills that information into your document. Keep in mind that you’ll need to create any tokens relating to your opportunity or contact when you build a template. You can find a list of sample tokens here.
Previously you could create a document from a contact, account or opportunity using only the information that was available in each one of those objects. Since most Insightly users work out of opportunity objects, we are now making it easier than ever to send out a quote, proposal or contract with the appropriate contact and opportunity information within seconds.
Here are the necessary steps to close more deals faster:
In the photo above, we’ve linked a sample contact with an opportunity.
Voila! There you have it. Ian Insightly’s contact information will appear when you generate your document via the PandaDoc integration.
If you already have an Insightly account and a PandaDoc account, you do not need to take any action to utilize this new feature. Simply link your contact to your opportunity, make sure the appropriate tokens are in your template, and start sending out your documents.
In case you need help installing the integration check out our FAQ here. Any other support questions relating to Insightly should be directed here.
At Insightly, we offer a CRM used by small and mid-sized businesses from a variety of verticals. Learn about Insightly’s features and plans on our pricing page or sign up for a free trial.
