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MS Word Integration With Customer Links

I am trying to find out how to integrate insightly into our workflow which includes creating quotations within Microsoft Word.

  1. We use MS Office 365 and Word is downloaded to our computers. Word is used to create quotations with templates we have created. Within Word we have many hundreds of auto-text/building-block items, allowing us to easily create a complicated and long quotation.
  2. Currently we use Business Contact Manager – BCM – which is an almost unknown CRM included in Microsoft Outlook. Unfortunately BCM has been discontinued and we users have 1 year to get ourselves sorted! Hence researching insightly among other CRM’s.
  3. To create a quotation, it is a simple process. From within BCM with the customer selected, we click on Mail Merge, which allows us to select one of a number of our MS Word templates. When the template opens it has links to Company, Name and Address of the person being quoted.

This is a very simplified description and I hope it makes sense?

But this is where I am struggling to find the easiest method of using insightly to create quotations.

The problem comes in how to create the quotation in MS Word with automatically linking Company, Name and Address details from insightly. Is there a way to do this which I cannot find?

The only method I found so far, is to copy and paste the Company, Name and Address. This is a four stage process but the address comes as a continuous string so has to then have numerous keyboard returns to get it correctly positioned. 

Can you advise of any method to implement an automatic a better way of getting all the details for a quotation into MS Word?

Best regards

Chris

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Comments

18 comments
  • I asked this question by contacting insightly directly just over a week ago. They eventually told me to come on here.

    Nobody from insightly has replied and I am running out of my 14 day trial period!

    If you want new customers insightly, I think you need to either give more than 14 days for a trial, or what would be even better, is to respond when a genuine customer wants to buy your product!

    Looking forward to a response for a rapidly depleting trial period, beyond which I can no longer look at your product to replace my Maximizer and BCM.

    Best regards

    Chris

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  • Hi Chris:

    We've reached out to our Insightly Heroes for some advice for you! I'm also going to reach out on the back end regarding your Trial :)

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  • Hi Lyla,

    Thanks for letting me know. All a bit late and still nothing from anyone.

    I have now moved my trial over to Zoho CRM who have the Word integration.

    Regards

    Chris

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  • Any updates on this? 

     

    We we are evaluating Insightly. We create several documents for our projects, contracts, lien releases etc and it would be nice to be able to create these using a merge feature.

    zoho has it but Insightly has a better project management tool....

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  • Hi Judd!

    We don't have any updates on this. I'll make sure to keep this post updated with any new information. :)

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  • This is EXACTLY what I have been looking for as well.  I check back every couple of months to see if anyone at Insightly has finally realized that there are millions of people that want to create documents using the data within their CRM.  But apparently it still hasnt happened.

    This is something you can do from within both Zoho and Salesforce but neither product is as user friendly and neither one provides a decent project management option.  I've said it before but I'll say it again, if Insightly added a mail merge option it would be close to perfect.

    And yes, I know you have custom reporting now, but that isn't exactly what we are talking about.

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  • Hi Dave:

    This hasn't found it's place on our roadmap but with enough votes and comments it may be considered for a future addition.

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  • Hi Dave,

    I understand you want this and would vote for it if there was an option to do so!! But then I would want it in Google Documents as that is what we use.

    Just recently Insightly added a new integration that is a even better then what we ar asking for and that is Pandadocs:

    https://support.insight.ly/hc/en-us/articles/216553248-Creating-PandaDoc-documents-from-Insightly?_ga=1.92646229.936908003.1455135727

    I think you should look in to this, it is realy great.

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  • Thanks for the link.  Yes, that type of system would be great but it's $39 a month to build documents that I already have.  I have all the letters, contracts, reports, proposals, quotes, etc that I need.  I don't need a service to help me with that.  I just need to pull contact information out of my CRM and pop it into those documents.  So no - it's not better than what we are asking for really.

    Regarding Google Docs - I'd be fine with that too. I can easily convert all my documents to Google doc format.  I have a number of them in the Google universe already.

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  • Hi Dave,

    I agree when with you about the price and if you already have all the work done that is what you want and need!

    What I ment with "better than what we are asking for" is that in that system there are online featues, like signing the document and be able to see what they looked at and for how long, that we can't (yet) do with a Word or Google document...

    I hope Insightly put's it on the roadmap soon!

    Regards Jeroen

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  • Good point Jeroen - Pandadocs certainly has some advantages but for me it's not worth the $39/month.  I can allow recipients to apply a digital signature once I do a quick convert to a pdf so that wouldn't be a selling point.

    However, I have looked at Pandadocs in the past since it does have some great features if you are putting together quotes and contracts on fly.  I can see where it would be great for people that piece together documents frequently.  I have a pretty stable list of documents that I use and they need only minor modification for each contact.

    And yes - lets hope that Insightly takes a minute to look at the number of threads that have requested or discussed a mail merge feature and finally realize that there are thousands of people that need this feature.  The lack of it is a deal breaker for me - I'll stick to a CRM that I don't like nearly as much simply because it lets me mail merge.

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  • With you 100%

    I don't have that other CRM but I am looking into fixing it myself using the API... but time and need is holding me back at the moment.

    I created other API connections with Insighly to integrate with our internal systems and works create  but that is not something I see every user do.

    Sins Insightly already ceated these great connections to Pandadocs and mailmerge for e-mail I hope this wil soon be available too!

    Cheers!

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  • Is there any update on integrations besides PandaDocs? Like others here, I just can't validate the 39/month fee just for populating a few fields. Would love Word or Google Docs integration! Thanks

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  • Hi Jenny,

    At this point in time neither are on our feature roadmap, but that's always subject to change so it's not off the table entirely.

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  • This is possible to do, but takes a bit of work. I've implemented something along the lines of what you are trying to do

    I've built a word adding as word template, in this are routines that do insighly API calls to merge in customer details and Job details for our quote information. The details are stored in customer doc properties and can be inserted into the doc with standard fields

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  • Hi Lawrence

    Sounds interessting.

    If I understand right you created a Word Add-On? Do you need developer skolls for to get it done?

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  • Hi Jeroen, yes, thats right, I've been building a word add-on 

    I have a fair bit of knowledge of vba, So i guess i'm an amateur developer, but certainly not a professional. There were a bunch of free libraries that I drew upon, so much of the credit should go there.

    I used:
    Tim Hall's library to put together the API calls to insightly
    https://github.com/VBA-tools/VBA-Web

    And his other library to interpret the json responses.
    https://github.com/VBA-tools/VBA-JSON

    The json library has this dictionary class as a pre-req for the json converter
    https://github.com/timhall/VBA-Dictionary

    Then is a matter of drawing the right info out of the json response and putting it in a custom doc property, there are a few resources online on how to use vba to edit custom doc properties, 
    https://wordmvp.com/FAQs/MacrosVBA/MixedDocProps.htm

    You then save all the macros in a macro enabled template and you can then bring it into word as an add-on. Its then available in all your word docs

     

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  • Thanks Lawrence!

    As a developer I should be able to make it work :-)

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