Pass images from CRMs to documents using tokens/variables
ability to make images as dynamic field or as a variable
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Alex Coring commented
Bump this thread. It would be nice to be able to pull in images files from a CRM field or even a URL of an image or a video to put inside a content block. For me I would want to pull the information from my CRM Insightly and I already have image fields called Property Map and would like to be able to select an image block in PandaDoc and set the variable to [Opportunity.PropertyMap]
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Anonymous commented
Is it possible to create variable buttons? I've added buttons in my document. But I want to make sure they are clickable when sent to my client. Is it possible to have the buttons as variables?
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jules commented
WOW. This request is already from 2020!!
I just requested the same (26 jan 2023...).
Have this implemented, guys.
Having these photos included is very important evidence in case of liabilities and legal cases.
Not as attachments, but visible at the location in the form where I want them to have.I canāt imagine I am the only one who would like to see that variable and I think it isnāt difficult for PandaDocās development team to have that implemented. Pretty straightforward stuff, I think.
Like a variable āPlace imageā:
1) Click on a āplace imageā variable and select from photos on an iPad or so
And/or
2) Click on a āplace imageā variable, get a selection screen
a) āFrom your photos library"
b) "choose file (jpg, png) from your deviceā (this option is different from photo library, since jpg files could be saved somewhere outside the photo library)
c) āOpen cameraā (and user makes a photo and photo will be inserted)Number 1 would be great. Number 2 (a, b and c) would be absolutely fantastic.
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Anonymous commented
add variables to the image
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Option to pull product image from Pipedrive to PandaDoc pricing table
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Beau McCoy commented
I need this to automate my workflow. It is just importing a PNG or JPG. This is critical!!
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Anna Kovalchuk commented
Merge images from Hubspot via fields
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Paul Cedric Guevarra commented
Pull Image variable from CRM to document
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Shai Solan commented
This is really needed
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Martin Saunier-Plumaz commented
This would be very helpful!!
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Nani Ancheta commented
I am wanting to store an image in Dynamics in a field in an Opportunity entity. Am I able to use a token or a custom variable to pull this image into a PandaDoc?
I am wanting to swap an image out depending on the value in a field.
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AdminMadelyn Gunay (Admin, PandaDoc) commented
Passed images from Salesforce to document using tokens
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Alvin Jorge PandaDoc commented
[Hubspot] pull images/logo from Hubspot to PandaDoc
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Polina Ismailova commented
Logo to be pulled into the PandaDoc from HubSpot
Maybe as a token?Example- when in HubSpot you add company domain- automatically a logo is pulled.
Allow that logo to be transfered to the document in PandaDoc from HubSpot.