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


1 comment

  • Official comment
    Christopher Ragland

    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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