Creating PandaDoc Documents from Insightly

The PandaDoc integration builds proposals, quotes, contracts, and other documents by merging Insightly record values into PandaDoc templates.

On this page:

• Installing
• Creating a document
• Which record populates the tokens
• Token reference

Installing

1. Go to System Settings > Integration List.
2. Find PandaDoc and click Install.
3. Click Install on the right-hand side of the page.
4. Installation is complete when the page reads “This integration is currently installed”.

⚠️ One PandaDoc account per connector. The Insightly PandaDoc connector supports a single PandaDoc account. Additional accounts need Insightly AppConnect.

Creating a document

Build the PandaDoc template first, using the tokens listed below. PandaDoc’s own documentation covers template setup.

ℹ️ Put the object type in the template name, so Leads - Sales Quote and Contacts - Contract. It makes picking the right template from inside a record much quicker.

1. Open the lead, contact, organization, opportunity, or project.
2. Click the Related subtab and go to Files.
3. Click the PandaDoc icon.
4. Click Connect if you are not already signed in to PandaDoc on another tab.
5. Sign in to PandaDoc, return to Insightly, and click Refresh once logged in. The PandaDoc interface opens.
6. Select your template. It populates from the current record or its related records.

Edit and review in PandaDoc, then send or download from there.

⚠️ Documents send from PandaDoc, not from Insightly. The message will not appear in your Insightly sent email or against the record as an Insightly email.

Back in Insightly, a link to the document appears in the record’s Related tab under Files.

Which record populates the tokens

⚠️ Custom contact and organization fields are unavailable when generating from an opportunity or project. They work when generating from a contact or lead.

Where an opportunity, project, or organization is linked to contacts or leads that have email addresses, those people are added to the document’s recipient list automatically.

Token reference

Copy these into your PandaDoc template, brackets included.

For custom fields, replace CustomField with the field’s label in Insightly, remove any spaces or special characters, and match the capitalization exactly. “No. of Units/Person” becomes [Opportunity.NoofUnitsPerson].

⚠️ Tokens are case sensitive. A token that does not match the Insightly field’s capitalization will not populate.

Contact

[Contact.Prefix] [Contact.First_Name] [Contact.Last_Name] [Contact.Organization] [Contact.CustomField] [Contact.Email] [Contact.RecordId]

Phone and fax: [Contact.Phone] [Contact.HomePhone] [Contact.MobilePhone] [Contact.OtherPhone] [Contact.Fax]

Mailing address: [Contact.MailStreet] [Contact.MailCity] [Contact.MailState] [Contact.MailCountry] [Contact.MailZipCode]

Other address: [Contact.OtherStreet] [Contact.OtherCity] [Contact.OtherState] [Contact.OtherCountry] [Contact.OtherZipCode]

Organization

[Organization.Name] [Organization.Phone] [Organization.Fax] [Organization.Website] [Organization.CustomField] [Organization.RecordId]

Shipping address: [Organization.ShippingStreet] [Organization.ShippingCity] [Organization.ShippingState] [Organization.ShippingCountry] [Organization.ShippingZipCode]

Billing address: [Organization.BillingStreet] [Organization.BillingCity] [Organization.BillingState] [Organization.BillingCountry] [Organization.BillingZipCode]

Lead

[Lead.First_Name] [Lead.Last_Name] [Lead.Organization] [Lead.Title] [Lead.EmailAddress] [Lead.Website] [Lead.Phone] [Lead.Mobile] [Lead.Street] [Lead.City] [Lead.State] [Lead.Zipcode] [Lead.Country] [Lead.CustomField] [Lead.RecordId]

Opportunity

[Opportunity.Name] [Opportunity.ResponsibleUser] [Opportunity.Organization] [Opportunity.Probability] [Opportunity.BidAmount] [Opportunity.BidCurrency] [Opportunity.BidType] [Opportunity.BidDuration] [Opportunity.State] [Opportunity.ForecastCloseDate] [Opportunity.ActualCloseDate] [Opportunity.CustomField] [Opportunity.RecordId]

Project

[Project.Name] [Project.ResponsibleUser] [Project.Status] [Project.StartedDate] [Project.CompletedDate] [Project.DueDate] [Project.CustomField] [Project.RecordId]

Pipeline

[Pipeline.Name] [Pipeline.Stage]