Creating PandaDoc Documents from Insightly

About

The integration with PandaDoc helps automate the process of creating proposals, quotes, contracts, and other documents by merging information from an Insightly record with PandaDoc templates.

In this Article

• Installing the PandaDoc Integration
• Creating a New Document
• PandaDoc Tokens and Their Related Insightly Fields

Installing the PandaDoc Integration

1. Navigate to System Settings > Integration List.

2. Locate PandaDoc and click Install.

3. Click the Install button located on the right-hand side of the page.

4. Once the installation is complete, you will see this message: This integration is currently installed.

• The Insightly PandaDoc connector only supports the connection of one PandaDoc account. Insightly AppConnect can be utilized to integrate with additional accounts if necessary. 

Creating a New Document

To begin creating a document, you must first create a document template in PandaDoc using the Insightly tokens provided at the bottom of this article. Please follow PandaDoc’s documentation to learn how to properly setup PandaDoc Templates to be used with Insightly.

It can be helpful to include object types in the name of your PandaDoc templates. For example, if the document will be used to send quotes to leads, Leads - Sales Quote. If it will be used for contacts, Contacts - Contract. This will make it easier to select the correct template when you're in a lead or a contact in Insightly.

1. Open the lead, contact, organization, opportunity, or project you would like to create a document from.

2. Click the Related subtab and go to the Files section.

3. Click the PandaDoc icon.

4. If you are not signed in to PandaDoc on another tab, click the Connect button. If you are already logged in, skip to step 5.

5. Log in to PandaDoc, then return to Insightly and click the Refresh once logged in link. This will open the PandaDoc interface.

6. Select your PandaDoc template. Depending on the type of object you're viewing, the template will be populated with the field values from the current record or its related records. If you're viewing an Insightly opportunity, project, or organization linked to contacts or leads with email addresses, Insightly will add those contacts or leads to the document's recipient list.

   1. When viewing contacts, tokens are populated from fields in the current contact.

   2. When viewing leads, tokens are populated from fields in the current lead.

   3. When viewing opportunities or projects, tokens are populated from fields in the first linked contact and the default linked organization for the first linked contact. Custom contact and organization fields are unavailable.

7. You can now edit and review the document in PandaDoc, make changes, and send or download the completed document. When you send a PandaDoc document, it is sent from PandaDoc, not Insightly.

8. When you return to Insightly, a link to the document will appear in the record’s Related tab in Files. You can return to PandaDoc and view the document by clicking the link.

PandaDoc Tokens and Their Related Insightly Fields

When building your template in PandaDoc, copy and paste these Insightly tokens (including the brackets) into the template. These tell Insightly where to place the corresponding information from your CRM record.

A few notes about custom fields:

• Replace "CustomField" with the field label name for the custom field you have created in Insightly.

• Remove any spaces or special characters from the custom field name. For example, "No. of Units/Person" will become [Opportunity.NoofUnitsPerson].

• Capitalize the name of the field just as it is in Insightly. Tokens are case sensitive.