PandaDoc Assigning Roles for Signatures

[NeilP]

I am creating a document from a template in Pabbly using PandaDoc and it does not give me the option to assign roles based on fields that are assignable.

 

[Arshita]

Hello @NeilP

Please take a look at the video tutorial I am sharing with you which explains PandaDoc automation. It might help you resolve the issue you are facing.

Do let us know if you get stuck in any step, so we can check it for you.