Panda doc integration
We are test driving the panda dock integration and or having no luck whatsoever.
We follow the instructions, about adding tokens to a Google drive template, then import that template into panda doc. The tokens were using were copied and pasted, directly from the instructions: [Contact.First_Name] [Contact.Last_Name] of [Contact.Organization].
We created roles for the template, of agency and client.
When adding a panda doc from the docs tab on an opportunity, with the linked content, we would've expected these tokens to be recognized and auto filled. They are ignored. I feel like the directions have been followed to the letter but the results say otherwise. What am I missing?
Here's a screen cast demonstrating the problem: https://youtu.be/vcNN59SOuQM