We are reaching out to your billing team, and our tickets are auto-closed stating that we are on a free account. I'm a bit annoyed that we can't reach anyone there.
We are requesting a refu...
Yes I saw that this morning when we processed a document for a client first thing this morning! Thank you all so much for being flexible and taking our feedback!!
Why not? As Insightly has so many integrations, and I simply hate ZenDesk, which I'm sure a lot of us FreshDesk users do as well. You guys are becoming one the top CRM's out there and not...
If I could upload an animated GIF, I would! You guys are awesome! Thank you all for making this possible!
Thanks Patrick. Looking forward to your answer next week. Have a great weekend!
Ok, so where should I be generating from? Because that would be where we would be generating everything from.
This is how our process goes
Lead comes inWe qualify the leadWe then learn their needsW...
I have created a support ticket yesterday about this same issue. No one has replied to the issue in the support area.
No, it is not working still. I still have to manually fill everything out.
Anyone out there having issues with Insightly integration not autofilling in the tokens in your PandaDocs template from the opportunities? I have to manually fill in the details as it doesn't load ...
Seems like Insightly is becoming more and more limited. I can't get leads into this system using anything we have. This is disappointing.