Using tokens in PandaDoc

Описание: Try out PandaDoc here (affiliate link): https://pandadoc.grsm.io/blungo

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.

If you would like a professional video tutorial like the other ones on this channel to use on your website, intranet, customer support portal, etc, please visit https://www.blungo.com

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