Template & CRM Roles mapping: Autofill role with contact Email in Zoho
Auto assign contact role when creating a document in zoho
4
votes
Caroline Fornuto
shared this idea
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Brian Gacila commented
"we have our account successfully synced and running. but what we want to specifically achieve is a picklist format for contact. For example: We already sent a an agreement " ABC" to Mr. Mike and after few days we want to send another agreement but upon selecting Mike's contact, will the pandadoc show that we have already sent an agreement before and suggest us not to send the same one again? Also, I'm wondering if we have an option to pick and choose which document need to send to a contact"