in pandadoc api, roles show as blank in document details when the template has role(s).
in pandadoc api, roles show as blank in document details when the template has role(s).
would be useful to show what recipients had which roles in document details
8
votes
AdminMike Turke
(Admin, PandaDoc)
shared this idea
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Jack Ketcham commented
In my case, I'm creating documents by uploading PDF files with field tags in the document, so not using a template.
When I request the document details from the API, the role/roles of the recipients are always null/empty. It'd be awesome if the API could match recipients to the roles they were assigned in the field tags and return them.
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Nani Ancheta
commented
To get info from API after a document is created from a template, and roles are replaced with a recipient