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PandaDoc problem

Kalinek

Member
Hey I have a problem that when i try to create document in PandaDoc using Pabbly i cannot attach Sender/Client Roles automatically for example i must manually attach siganture or text fields or something to users. Can you help me? In Zapier they have it done properly and simple in Pabbly i cannot do it good?
 

Kalinek

Member
Screenshot 2023-01-06 at 14.28.27.png

This is how it looks in Zapier, in Pabbly i cannot add Sender/Client(Roles) emails even mabye that is the reason why it isnt working. Please fix it
 

Supreme

Well-known member
Staff member
Hey @Kalinek

Have you checked our tutorial video on creating the document in PandaDoc, perhaps this might help you on the same?

Let us know if you get stuck at any step.

 
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