Following Module Tokens are available in Salesmate which you can utilise in your PandaDoc Documentation:
Contact
| LABEL | TOKEN NAME |
| Address Line 1 |
[Contact.billingAddressLine1]
|
| Address Line 2 |
[Contact.billingAddressLine2]
|
| City |
[Contact.billingCity]
|
| Country |
[Contact.billingCountry]
|
| State |
[Contact.billingState]
|
| ZipCode |
[Contact.billingZipCode]
|
| Closed Activities |
[Contact.closedActivities]
|
| Created Address |
[Contact.createdAddress]
|
| Created At |
[Contact.createdAt]
|
| Latitude |
[Contact.createdLatitude]
|
| Longitude |
[Contact.createdLongitude]
|
| Deleted At |
[Contact.deletedAt]
|
| Deleted By |
[Contact.deletedBy]
|
| Description |
[Contact.description]
|
| Designation |
[Contact.designation]
|
| Message Count |
[Contact.emailMessageCount]
|
| Email Opt Out Reason |
[Contact.emailOptOutReason]
|
| Email Opt Out |
[Contact.emailOptOut]
|
| [Contact.email] | |
|
[Contact.facebookHandle]
|
|
| First Name |
[Contact.firstName]
|
|
[Contact.googlePlusHandle]
|
|
| id | [Contact.id] |
| URL |
[Contact.imagePath]
|
|
[Contact.instagramHandle]
|
|
| Last Communication Date |
[Contact.lastCommunicationAt]
|
| Last Communication By |
[Contact.lastCommunicationBy]
|
| Last Communication Mode |
[Contact.lastCommunicationMode]
|
| Last Email Received At |
[Contact.lastEmailReceivedAt]
|
| Last Email Sent At |
[Contact.lastEmailSentAt]
|
| Last Modified At |
[Contact.lastModifiedAt]
|
| Last Name |
[Contact.lastName]
|
| Last Note Added At |
[Contact.lastNoteAddedAt]
|
| Last Note Added |
[Contact.lastNote]
|
| Latitude |
[Contact.latitude]
|
|
[Contact.linkedInHandle]
|
|
| Longitude |
[Contact.longitude]
|
| Lost Deals |
[Contact.lostDealCount]
|
| Mobile | [Contact.mobile] |
| Name | [Contact.name] |
| Open Activities |
[Contact.openActivities]
|
| Open Deals |
[Contact.openDealCount]
|
| Other Phone |
[Contact.otherPhone]
|
| Phone | [Contact.phone] |
| Shipping AddressLine 1 |
[Contact.shippingAddressLine1]
|
| Shipping AddressLine2 |
[Contact.shippingAddressLine2]
|
| Shipping City |
[Contact.shippingCity]
|
| Shipping Country |
[Contact.shippingCountry]
|
| Shipping State |
[Contact.shippingState]
|
| Shipping Zip Code |
[Contact.shippingZipCode]
|
| Skype Id |
[Contact.skypeId]
|
| SMS Opt Out |
[Contact.smsOptOut]
|
| Tags | [Contact.tags] |
| TimeZone |
[Contact.timezone]
|
| Total Activities |
[Contact.totalActivities]
|
|
[Contact.twitterHandle]
|
|
| Website |
[Contact.website]
|
| Won Deals Count |
[Contact.wonDealCount]
|
Company
| LABEL | TOKEN NAME |
| Annual Revenue | [Company.annualRevenue] |
| Contacts |
[Company.associatedContacts]
|
| Billing Address Line 1 |
[Company.billingAddressLine1]
|
| Billing Address Line 2 |
[Company.billingAddressLine2]
|
| Billing City | [Company.billingCity] |
| Billing Country | [Company.billingCountry] |
| Billing State | [Company.billingState] |
| Billing Zipcode | [Company.billingZipCode] |
| Closed Activities | [Company.closedActivities] |
| Create Address | [Company.createdAddress] |
| Created At | [Company.createdAt] |
| Created By | [Company.createdBy] |
| Created Latitude | [Company.createdLatitude] |
| Created Longitude |
[Company.createdLongitude]
|
| Currency | [Company.currency] |
| Deleted At | [Company.deletedAt] |
| Deleted By | [Company.deletedBy] |
| Description | [Company.description] |
| Email Opt Out | [Company.emailOptOut] |
| [Company.facebookHandle] | |
| Google + |
[Company.googlePlusHandle]
|
| Id | [Company.id] |
| URL | [Company.imagePath] |
|
[Company.instagramHandle]
|
|
| Last Communication Date |
[Company.lastCommunicationAt]
|
| Last Communication By |
[Company.lastCommunicationBy]
|
| Last Communication Mode |
[Company.lastCommunicationMode]
|
| Last Modified At | [Company.lastModifiedAt] |
| Last Modified By | [Company.lastModifiedBy] |
| Last Note Added At |
[Company.lastNoteAddedAt]
|
| Last Note Added By |
[Company.lastNoteAddedBy]
|
| Last Note Added | [Company.lastNote] |
| Latitude | [Company.latitude] |
| [Company.linkedInHandle] | |
| Longitude | [Company.longitude] |
| Lost Deals | [Company.lostDealCount] |
| Name | [Company.name] |
| Employees |
[Company.numberOfEmployees]
|
| Open Activities | [Company.openActivities] |
| Open Deals | [Company.openDealCount] |
| Other Phone | [Company.otherPhone] |
| Owner | [Company.owner] |
| Phone | [Company.phone] |
| Photo | [Company.photo] |
| Shipping Address Line 1 |
[Company.shippingAddressLine1]
|
| Shipping Address Line 2 |
[Company.shippingAddressLine2]
|
| Shipping City | [Company.shippingCity] |
| Shipping Country | [Company.shippingCountry] |
| Shipping State | [Company.shippingState] |
| Shipping Zip Code |
[Company.shippingZipCode]
|
| Skype | [Company.skypeId] |
| SMS Opt Out | [Company.smsOptOut] |
| Tags | [Company.tags] |
| Total Activities | [Company.totalActivities] |
| [Company.twitterHandle] | |
| Type | [Company.type] |
| Value | [Company.value] |
| Website | [Company.website] |
| Won Deals |
[Company.wonDealCount] |
Deal
| LABEL | TOKEN NAME |
| Closed Date | [Deal.closedDate] |
| Closed Pipeline | [Deal.closedPipeline] |
| Closed Stage | [Deal.closedStage] |
| Created Address | [Deal.createdAddress] |
| Created At | [Deal.createdAt] |
| Created Latitude | [Deal.createdLatitude] |
| Created Longitude | [Deal.createdLongitude] |
| Value | [Deal.dealValue] |
| Deleted At | [Deal.deletedAt] |
| Deleted By | [Deal.deletedBy] |
| Description | [Deal.description] |
| Estimated Closed Date | [Deal.estimatedCloseDate] |
| DealId | [Deal.id] |
| Is Deleted | [Deal.isDeleted] |
| Last Activity At | [Deal.lastActivityAt] |
| Last Communication Date | [Deal.lastCommunicationAt] |
| Last Communication By | [Deal.lastCommunicationBy] |
| Last Communication Mode | [Deal.lastCommunicationMode] |
| Last Modified At | [Deal.lastModifiedAt] |
| Last Note Added At | [Deal.lastNoteAddedAt] |
| Last Note Added | [Deal.lastNote] |
| Lost Reason | [Deal.lostReason] |
| Pipeline | [Deal.pipeline] |
| Priority | [Deal.priority] |
| Source | [Deal.source] |
| Stage | [Deal.stage] |
| Status | [Deal.status] |
| Tags | [Deal.tags] |
| Title | [Deal.title] |
| Win Probability | [Deal.winProbability] |
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