Pass address fields from Freshsales to Pandadoc
When you select the Contact while creating the doc in FreshSales via the Panda Integration, it pulls in what you said....so they just need to added address fields....thanks!
8
votes
AdminMadelyn Gunay
(Admin, PandaDoc)
shared this idea
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Caleb Figueiredo commented
It's a huge inconvenience. not to be able to pull contact data from FreshSales.
To make matters worse, if I pre-popuate address information for a contact in Pandadoc, it's overwritten when we create a document in FreshSales with blank information. It did not use to be this way. I was using this as a workaround until it stopped working.