- Create, deliver and eSign sales collateral
- Auto-populate deal data within documents
- Build interactive error-free quotes
- View every doc related to an opportunity
- Track opens and views
Set up the integration today:
Create, send, track and eSign quotes, proposals, contracts and other collateral from within Insightly.
PandaDoc + Insightly gives you the super powers you need to close deals faster.
The integration provides everything you need to build sales collateral directly from within Insightly — seamlessly pre-populating your documents with all of your data such as custom fields, contact information, products and pricing details. No more copying and pasting.
Send error-free documents, track them and allow your clients to sign docs using our secure and legally binding eSignature technology.
Build interactive sales collateral from within Insightly.
Have you ever wanted to send proposals, contracts and other collateral directly from Insightly? With the PandaDoc integration it’s just a matter of seconds!
Close deals faster with eSignatures.
Sign documents inside Insightly with easy-to-use, legally binding electronic signatures.
Never copy and paste tedious details again.
PandaDoc pulls data from Insightly and automatically pre-fills your documents with the client-specific details.
Build interactive error-free quotes
PandaDoc auto-calculates taxes, discounts, margins, and totals. This translates to error-free quotes and proposals, easy price adjustments, and dynamic pricing tables.
What people say about Pandadoc:
PandaDoc has saved me a lot of headaches and time. My docs are all signed easily and on time — and they’re already digitized which I love!
With PandaDoc, we can see detailed analytics to help us understand which parts of our proposal are being viewed more.