Andy Sweeney
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Interestingly it is possible on the Pandadoc integration but not sure whether that is Pandadoc dev or Insightly that created it. I ended up using a quick and dirty workaround where I created custo...
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I've got the same problem. My colleague can see the email body but I can't. (Windows 10)
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It's in your reply to the original question :) . Interestingly, I just used the "Login using Office365" button and it worked without all of the steps above. Should I just carry on?
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Hi guys, Same issue here. However it says "Make sure that you have an Insightly URL". We don't have one (that I know of) and no option to create one in the Admin panel. Is it a necessary step? ...
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Hi Bart, I have Insightly linked to Pandadoc. One annoying thing is that the Lookup Relationship result is passed as an ID number rather than the name of the Organization. Any ways around this?
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Thanks for looking!! It's a great integration but problems like this which should be easy for them to resolve make me frustrated because it can't be that difficult for them to code!
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Hi Patrick, Did you get anywhere on the line break issue? It's really annoying as if I have :Andy is using Pandadoc and it is great. Frankie loves using it too. it renders in Pandadoc as "Andy is...
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