Unable to see the "Set up data merge from CRM/API" to setup Salesforce Opportunity Product sync

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Lion's Story

• October 30, 2022 16:43

I'm trying to generate a proposal document from Opportunity with Products added through Pandadoc. However, after adding the pricing table block I don't see the "Set up data merge from CRM/API." OR "Setup Data Merge" options in the properties. I see the following options only. Please help.

Current version of the org : Standard Plan

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• Official comment

  

  Christopher Ragland

  • October 31, 2022 18:37

  Hello Lion's Story, 

  Thank you for reaching out via the Forums!

  Based on the photo provided, I can see this is a document because of the words 'All documents' next to the folder icon on the upper left-hand side of the page. 

  At this time, Data Merge has to be enabled at the Template-level. When you drag and drop the Pricing Table on a Template, you will see the option to enable Data Merge. 

  I understand this is important to you and your team, so I have submitted a feature request about being able to enable Data Merge on the Document-level to our product team. You may submit another vote for that request and subscribe to receive updates regarding the status. 

  Thank you for choosing PandaDoc!

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