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  1. contact's variables in variable list in the Opportunity in Salesforce

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    Idea  ·  2 comments  ·  Ideas to Improve PandaDoc » Integrations  ·  Admin →
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    Juan Lizarralde supported 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?