Salesforce: Manage Recipient

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Krishna Madolli

• February 09, 2021 10:23

Hi Team,

Can we update Recipients' names with Contact Email present in Salesforce automatically?

Or Can we auto-populate the Recipient name based on the field from the Salesforce record?

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  Rocky Dohmen

  • February 09, 2021 14:37

  Hi Krishna, 

  Yes, you can pass the Salesforce contact information to a PandaDoc document. You will need to have Roles set up on the Template level, and have at least one Contact added to the Salesforce object (Opportunity, Account, etc). 

  

  

  For more information about passing data (including contact information) from Salesforce to a PandaDoc document click here. 

   

  Thanks!

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