Trying to generate CPQ Quote doc with primary contact name

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    Mike Turke

    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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