PandaDoc for Insightly
Reduce sales down-time and close deals faster with Insightly and PandaDoc.
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.
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.
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.
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.
Who uses PandaDoc for Insightly
Create stunning sales proposals, track them once they’re sent, and get them signed faster with electronic signatures.
Maximize your sales reps time with automated data transfer, a drag-and-drop document builder, and advanced document analytics.
Stay on top of every opportunity with the PandaDoc and Insightly integration on your mobile device.