Using tokens in PandaDoc

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In this video I'm going to show you how to integrate your CRM with PandaDoc, and add tokens to any PandaDoc template, so information from the CRM gets transferred automatically to your documents.

0:00 Intro
0:11 Setting up the CRM integration
1:15 Adding tokens to a template
4:06 Testing the tokens
4:49 Outro

#PandaDoc #Tokens #Turorial
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  2. pandadoc
  3. pandadoc tokens
  4. pandadoc crm integration
  5. pandadoc zoho crm integration
  6. how to use tokens in pandadoc
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Great video. Thanks. Just a quick question. Is it possible to link tokens from say a woocommerce purchase to a template in Pandadoc and then make pandadoc to send the document to a client? Off course using either zapier or intergromat. If yes can you show me how this can be accomplished?

tatahchi