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Add Billing Contact to PDF Layout
How do I add a contact name for a specific role to a Transaction Form PDF Layout? Specifically, I am trying to add the Billing Contact (role) name to a Quote. The contacts associated to the Prospect are listed in the Relationships tab of the Quote but are not available to add as a Custom Element in the PDF layout. Do I need to pull these into the Transaction Form first and then onto the PDF layout or is there a way to pull this data directly onto PDF layout?
Thanks,
Kevin
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