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Ideas to Improve PandaDoc: Content Editing & Design

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Pass images from CRM to document using tokens/variables

Passed images from Salesforce to document using tokens

7 votes

AdminMadelyn Gunay (Admin, PandaDoc) shared this idea · Oct 7, 2021 · Admin →

Idea ·

AdminValeryia Baranava (Admin, PandaDoc) responded · May 13, 2022

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Anna Kovalchuk commented · July 21, 2022 6:02 AM

Merge images from Hubspot via fields

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Paul Cedric Guevarra commented · June 6, 2022 12:39 PM

Pull Image variable from CRM to document

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Nani Ancheta commented · October 11, 2021 3:49 AM

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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