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

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David Giller

• September 30, 2022 18:19

Hi there. I am trying to create a PandaDoc template where on the Account record (in Salesforce) for example, I want to insert a table of the related Contacts associated to the Account, but only Contacts that meet specific criteria (example: Only Contacts with "Vice President" in the Job Title field).

How can I do this in PandaDoc? I haven't found any documentation to see if it's even possible.

Thanks!

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• Official comment

  

  Christopher Ragland

  • September 30, 2022 20:44
  • Edited

  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 support@pandadoc.com 24/7, if needed. We are happy to help!

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