Salesforce: Manage Recipient


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    Rocky Dohmen

    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



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