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Insightly CRM & PandaDoc Integration

Integrations > PandaDoc

PandaDoc is a document automation platform that streamlines creating, sending, and tracking business documents such as proposals, contracts, and quotes. It offers features like e-signatures, templates, collaboration tools, and analytics to improve efficiency and accuracy in managing document workflows.

Why integrate Insightly and PandaDoc with AppConnect?

PandaDoc helps to streamline sales workflows and increase company efficiency. By integrating PandaDoc and Insightly, your team can expedite document routing and close deals faster.

Use Cases: Integrating Insightly and PandaDoc with AppConnect

  • Click and send docs with ease One-click automated data transfer populates PandaDoc documents with contact and field information directly from Insightly CRM. With a PandaDoc and Insightly integration, your team can reduce tedious, time-consuming tasks and focus more on closing deals.
  • Integrated e-signatures help close deals faster With a PandaDoc integration, your sales team can effortlessly send documents on any device with secure, legally binding e-signatures for sales reps and prospects.
  • Trigger follow-up cues in Insightly Empower your team with timely follow-up cues once a proposal is signed. Create a frictionless process from prospect to onboarding using the PandaDoc integration for Insightly CRM.

 

Connect 1000+ apps directly from Insightly

Insightly AppConnect is an integration automation application that makes it easy to build sophisticated integrations and workflows between Insightly and hundreds of applications you use across your entire organization.

Insightly AppConnect comes out of the box with hundreds of pre-built app connectors to all the apps you use every day in your organization. Use AppConnect to create workflows across IT, Marketing, HR, Finance, and Sales and Support. New connectors are added every month.

Build your own integrations with a powerful workflow builder

AppConnect is a very easy to use integration design tool that empowers anyone on your team to build out sophisticated integrations and workflows of any complexity level quickly without having to write any code. Connect to hundreds of apps you already use, map fields, transform and manipulate data, perform calculations, then deploy, schedule and trigger integrations in seconds without servers or IT involvement.

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