Persona + Participants fields on an automated document

Carla_741
Carla_741 Member Posts: 19 VERIFIED MEMBER
First Comment
edited June 2022 in Apps and Integrations #1

Hi! I am trying to create a document from Pipedrive  deals. The challenge is that I need to use the Persona fields and the participants fields on that document. I have seen that with Smart Docs  I can only use the person fields.  Do you know if Panda Doc or any other Doc app can help me use Personas and Participants data fields? Thanks so much for your advice. 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 832 VERIFIED MEMBER
    5 Likes Third Anniversary Photogenic First Comment
    edited September 2021 #2

    Yes, you can use the Contact fields in PandaDoc

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