Access Owner information in documents

[p13guy]

I’m looking to auto-populate Deal and Organization Owner / Pipedrive User fields in a document template. When will Owners be added to the list of available fields? Also, it would be nice to be able to select from a list of People associated with a Deal or Org for filling out documents.

Thanks, Nick

[David]

Hey Nick,

There’s no plan to make Owners (User IDs) into Fields, but you can still capture the Owner of any Deal or Organization - it should be the user_id that is associated with it (or owner_id for other sections inside a deal for example).

For people associated with a Deal/Org (Users), you could use an endpoint like this: GET/deals/{id}/followers

[p13guy]

Thank you for your reply, David.

I hope this is something your team will reconsider. Adding a sales person’s contact info (such as phone number and email) to a document that would be sent to customers, would greatly increase the utility of the Documents feature.