PandaDoc problem
Status: Closed · Asked by Kalinek on · 0 views
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?
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
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.