Persona + Participants fields on an automated document

Carla_741
Carla_741 Posts: 21

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. 

Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited September 2021 #2

    Yes, you can use the Contact fields in PandaDoc