Templates other than emails?

Has there been any functionality added to create templates other than emails?

In particular, we are interested in creating Word document templates that pull fields from contacts, projects and opportunities.



1 comment
  • Hello Julie,

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

    Here's an article with more details on creating PandaDoc documents from Insightly

    Hope that helps! 

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