2-way sync with Insightly
As I mentioned, if all the data is in INsightly beforehand, everything works fine. However, that doesn't work with our workflow, where we prefer to have the client enter certain information.
IT's not for confidentiality purposes...we want to put the burden of entering credit card and bank information on them because, if they make a mistake, it's their mistake, not ours.
That's what we're doing now. Insightly did not have the custom fields we needed for credit card and bank information, so we added them to their Opportunity object. When we create a new Opportunity in Insightly and fill in the various values,and then pick a Pandadoc template within Insightly, all fields are populated. That's great, but...we need the client to be able to fill in these fields in the Pandadoc document that gets sent to them and ultimately gets returned to us. This is a real problem.
And, again, there is no way to explicitly associated the custom Opportunity.* variables we have created in Pandadoc with the Opportunity role. I guess we were under the impression that there was two-way communication between Insightly and Pandadoc. THis is very disappointing.