Trying to generate CPQ Quote doc with primary contact name

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Stephanie Brown

• November 16, 2021 23:30

I'm new to Pandadoc, trying to set up Quote generation with Salesforce CPQ. I've gotten the pricing table and address fields from the Quote object to populate. I'm trying to get the primary contact name to appear and all I get is the contact ID. I've tried using primary contact first name, last name, and full name. The API name just shows up, not the field value. What am I missing?

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• Official comment

  

  mike turke

  • November 18, 2021 17:30

  Hi Stephanie, I'm Mike a Solutions Architect at PandaDoc, thanks for reaching out! Can you try using this variable:

  [SBQQ__PrimaryContact__r.Name]

  When looking through your Quote variablesin the 'configure tokens' section of the PandaDoc Setup in Salesforce you can search 'primary contact' and the field will be called Primary Contact.Full Name

   

  

   

  

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