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] |
Comments
0 comments
Please sign in to leave a comment.