How do I make Salesforce fields available when creating a template or document?
I would like to make an Account field available to me when creating a document (or template) in PandaDoc. I have gone into the Object Configuration, chosen the field in the Account and THEN chosen the field (prefaced with Account ID.) in the Opporunity tab. I do not see the field as available to me when creating a document. What am I missing? What makes fields available for selection in PandaDoc?
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