About Insightly

Insightly, the new breed of CRM, helps modern businesses of all sizes build lifelong customer relationships and grow faster than ever before. Insightly’s out-of-the-box capabilities allow you to tailor each user’s experience for every customer-facing role. It is easy to use, easy to set up, highly customizable to your industry and offers fast time to value at a low total cost of ownership. Join more than 1.5M Insightly users who are already building better customer relationships.

Read more about Insightly at http://insightly.com

What is PDF.co?

PDF.co is the secure and scalable data extraction API service with a full set of PDF tools included.

Benefits:

  • Decrease data entry costs using AI-powered unstructured data extraction from PDF and scanned documents, invoices, reports, receipts, agreements;
  • Read from complex documents using customizable Document Parser. Supports automatic reading from tables, pdf forms, mixed content documents;
  • Save time on preparing documents with PDF filler functionality that can add text, images, fields to pdf forms and pdf documents;
  • Leverage power of a built-in full set of PDF tools: split pdf, merge pdf, delete pages, advanced HTML to PDF generation;
  • Detailed API logs for Enterprise users with audit logs requirements;
  • On-premise and offline versions are available for Enterprise users;

Security

  • All documents and files processed by PDF.co are encrypted at rest using AES 256-bit encryption;
  • PDF.co relies on TLS and SSL to transmit data and files (the same security protocols that are used by banks)
  • Runs on award-winning secure certified Amazon AWS infrastructure: https://pdf.co/security

Insightly and PDF.co integration

To start, please use the button below:

Setup Insightly+PDF.co

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