contact's variables in variable list in the Opportunity in Salesforce
having contact's variables in variable list in the Opportunity in Salesforce
9
votes
AdminYuliya Tsiushkevich
(Admin, PandaDoc)
shared this idea
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Juan Lizarralde commented
Contacts sync Name, email, phone, company and title between Salesforce and Pandadoc but address is not. Also tokens are not working. There are 'Opportunity Contact Role' tokens in the form of [Contact.MailingStreet] but even with them selected in 'PandaDoc Setup' the info is not coming to the documents. It looks there is a missing piece between the contact picked as Recipient and the same contact related to the Opportunity so the tokens can find the data. Can you fix it?
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AdminRyanne Doumet (Admin, PandaDoc) commented
User assigns a contact to the opportunity record and they want that contact to then autofill in the "To" line of who the doc will be sent to, not in the "CC" line