PandaDoc for Insightly

Reduce sales down-time and close deals faster with Insightly and PandaDoc.

PandaDoc for Insightly

Create quotes, proposals, and contracts right within Insightly Contacts, Organizations, Leads, etc. data

Close deals faster by using built-in electronic signatures

Secure, legally-binding electronic signatures that make it easy for sales reps and prospects to sign documents from any computer or mobile device.

Document Quote

Streamline document creation by pulling key data from Insightly to PandaDoc

Automated data transfer that fills documents with contact and field data in one click. Reduce non-sales work and focus on closing deals.

Document Integrations Contract

Create stunning media-rich proposals by including images and video

Our drag-and-drop document builder allows sales reps to create detailed proposals with embedded media in minutes. Personalizing documents for each prospect can improve close rates.

Design Styles

Know exactly how prospects interact with your proposals

Advanced document analytics allow you to see when a prospect opens your proposal, how long they viewed each page, and when they sign it. Empower your team to know exactly when to follow-up with their prospects.

Contract Analytics

Who uses PandaDoc for Insightly

Narrow - People Working

Sales teams

Create stunning sales proposals, track them once they’re sent, and get them signed faster with electronic signatures.

Sales representatives

Maximize your sales reps time with automated data transfer, a drag-and-drop document builder, and advanced document analytics.

Sales enablement

Stay on top of every opportunity with the PandaDoc and Insightly integration on your mobile device.