Issue with recipient groups when creating docs from templates
Fix issue with recipient groups so that they don't get deleted when starting a document from a template. When assigning roles there is a user field for recipient groups. It's a predefined group so there is no need to add a user, and when someone does by mistake, it clears the entire group from the document once created. This is critical for us as we have a contract distribution group for executed deals, and when the group gets cleared the users that need a copy don't receive.
Jay Reagan
shared this idea
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Jay Reagan
commented
After talking with support, this is a current PandaDoc limitation when creating templated documents via a CRM (HubSpot in our case), and it will be considered with enough community support here
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Jay Reagan
commented
Would also be nice to be able to delete recipient groups. These can change over time with new employees and we currently have 3, which makes it hard for the team to remember which group to assign since they all have the same name.