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Andy Sweeney
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Merge Documents - Linked Contact

Hi all, having battled through the "Help" pages (which are pretty hopeless!). Can anyone help?

I am generating a merge document which uses {{ORGANISATION_ID}} etc and all working fine. I would really like to pull the Linked Contact's First Name and Last Name into the same document so ie :

First Name Last Name

ORGANISATION_ID

shows at the top of the document. Any tips?

 

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    Dustin Devitt

    I agree with Andy on this request. creating documents that can reference linked objects would be ideal. Any advice on this issue?

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    Andy Sweeney

    Interestingly it is possible on the Pandadoc integration but not sure whether that is Pandadoc dev or Insightly that created it. 

    I ended up using a quick and dirty workaround where I created custom fields in the organisation for First Name and Last Name and added those to the Merge Document template. 

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