PandaDoc Assigning Roles for Signatures

Status: Closed · Asked by neil.patel on · 0 views

NeilP — Question ·

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 — Reply ·

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.

youtube.com/watch?v=ptT7HdhPcXQ

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

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