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Retrieving Customer Contact Details in Advanced PDF Template

in Ask A Guru 5 comments

Hi Team,

I hope you're doing well. I need help on retrieving customer contact details (from the Contact record) for an Estimate in the Advanced PDF template. Specifically, the contact details are found under the Relationships tab of the Estimate record.

Could you please advise if there is a way to access the contact information from either the Customer record or the Relationships tab of the Estimate, and include it in the Advanced PDF template? Your guidance on how to achieve this would be greatly appreciated.

Thank you so much in advance for your support!

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