As a sales organization, you know that time is money. Have you ever thought about how much time you could save if your quotes, proposals, contracts and other marketing collateral could be accessed directly within your CRM?
If not — or even if you have — you’ll be excited about our newest integration with Insightly. Now you can create, track and e-sign documents faster and easier, significantly speeding up your end-to-end sales process. And that means more closed deals.
How does it work?
PandaDoc takes the Insightly CRM data you are already viewing and merges it with a document, greatly reducing the manual back-and-forth often needed to create a quote, proposal, or contract.
Within your PandaDoc account, you have the ability to create templates for your everyday business and client-facing documents. To merge the data directly from Insightly, you'll use tokens as placeholders for recipient information such as first name, last name, and email address.
You can find a list of available Insightly tokens based upon the records you are already using here. The instructions also include how to use the custom fields you've added to Insightly within your documents as well.
How do I access the integration?
Your Insightly administrator will need to enable the integration on your account. Once this is completed, the PandaDoc icon will appear under the files subtab on your contacts, leads, organizations, projects, and opportunities. Simply click the icon to login into your PandaDoc account and select your desired template.
How do I send out a document?
Whether you are viewing a contact or lead within the Insightly platform, the data will merge directly into the template to create a new document. All you need to do is make your final edits via the PandaDoc interface and send out your document to your contact.
Once you've sent your document, a link will appear within Insightly which will allow you to click through to the document in your PandaDoc account. This is a convenient way to view the status or activity of a document related to the record that you are viewing in Insightly.
This integration will change the way you create, send and sign your client facing documents. Not only will it streamline your document process, but it will allow you to spend less time on non-selling activities, and more time closing deals, which will increase your close rate.
Get started with a free PandaDoc account today.