Integration with Pandadoc
We have an interesting scanario where Pandadoc integration is working for one Opportunity but not for others.
The Opportunity has a linked Organization with both a Shipping Address and Billing Address.
We are able to create a new Pandadoc from one of the Opportunities - i.e. the following tokens are populated:
For another Opportunity, only the [Organization.Name] token is populated and rest of the tokens are blank.
Both Opportunities have a related Primary Organization (we can see this in the details column on the Related tab of the Opportunity.
We would love to know what the difference is that populates the tokens for one Opportunity and not another.