In our company we need to be able to send a template email (created in Pipedrive using deal tokens) which has documents attached...contract, booking details and a few other forms) that we have created in Panda docs and have tokens in.
I can’t find out if this is possible, I can only see a way to send individual documents from the panda doc chrome extension within Pipedrive.
Can anyone tell me if this is possible as if not I need to look at alternatives. I am currently trialling panda docs.
Many thanks