Assign Signer Role in PandaDoc

Status: Open · Asked by RobertSiemens on · 0 views

RobertSiemens — Question ·

Hi,

I’m experiencing an issue. I’m trying to connect Pabbly with PandaDoc, but I’m unable to correctly assign the signer role to the document. My recipient keeps receiving only the “CC” role instead of “Signer.”
I assume that it involves filling a specific custom field ("Signature/Unterschrift") correctly, but I’m not sure what parameters need to be used here.

What do I need to enter to assign the signature field to a contact?

I hope you can help me with this issue soon.

Best regards,
Robert

Arshil Ahmad — Reply ·

Hi @RobertSiemens,

Could you please share the Workflow URL in which you have this concern?

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