Tokens and Fields

I have added a custom field to the details section of deals using a “person” type field. I have the Pandadoc integration installed in Chrome, which allows me to use tokens to transfer information from Pipedrive into Pandadoc.

When i fill in a contact name in the custom “person” field, that persons email address, phone number and name show up in the token list. These contacts also have organizations associates with them. How can we get their organization added to the token list? Seems like it should be easy if Pipedrive already pulls their phone number and email address forward.

Have you talked to Pandadocs directly regarding this? The token list is generated by the parameters setup through Pandadoc’s integration.

Not yet. Thank you for pointing that out. I’ll give it a try.

Hi Jruppert, did you find any solution for that?