Salesforce Integration: Pull multiple related records into a table in PandaDoc (Accounts > Contacts)


1 comment

  • Official comment
    Christopher Ragland

    Hello David,

    Thank you for reaching out to us via the Forums!

    If I understand correctly, you would like Contacts from an Account record in Salesforce to pull into a Table automatically if they meet certain criteria, is that correct?

    Column mapping (with specific mapping rules) is only available with the pricing table at this time. 

    If you would like to leave a feature request about this in our idea portal – we would appreciate it. This lets us know what to work on next to better serve PandaDoc users.

    I hope you have a great weekend. 

    Come back to the Forums anytime, and feel free to contact our support team at 24/7, if needed. We are happy to help!

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