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.
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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