RT PandaDoc

Hi Shoaib,

Thanks for sharing your queries with us.

Please let us look into them and get back to you.

Regards,

Team RT Dynamic.

Hi Shoaib,

Thank you for your patience.

When you authenticate PandaDoc, you should receive a pop-up message on your screen saying that authentication has been successful. If you already authenticated once, and try it again, you should receive a message saying you're already authenticated. If you are having trouble, Click the reset button next to the authenticate button, and try again. If the issue still persists, we can assist you over a call to see where the issue is.

Secondly, the current version of the plugin only supports the default fields in the Contract module. The line items are a separate module that appear as related fields in Contracts. As such, currently they cannot be mapped to a PandaDoc template. Can you please let us know your use case, so we can guide you on how PandaDoc can meet your needs? Please feel free to reply to this email.

We are working on a new release for PandaDoc that will support modules other than Contracts to map fields to a PandaDoc module, which we hope will also meet your needs better. It will be out soon.

Please feel free to reach out if you have any other queries as well.

Regards,

Team RT Dynamic.

Hey Team, I've followed these steps the issue still persists. If I authenticate from the admin->rtpandadoc configuration page it authenticates me fine but when I try to send the document it pops up the message that you need to authenticate first. Please let me know when are you guys available for a call

Hi Shaib,

Thanks for sharing your feedback with us.

We can schedule a call for anytime Today (25th Oct). Feel free to share your availability with us and we will set up the meeting.

Regards, Team RT Dynamic