ActionPandaDocUpdated September 2026

How do I send a PandaDoc document?

Short answer: You can send pandadoc document in PandaDoc by hand from its own interface, but it won’t repeat itself. On TinyCommand, add the PandaDoc Send PandaDoc Document action to a workflow, map its 4 inputs from any upstream app, and it runs automatically every time the trigger fires. No code, and a free tier to start.

Send PandaDoc Document in PandaDoc — start free All 5 PandaDoc actions

Send PandaDoc Document in PandaDoc — start free

Inputs

The fields this action accepts.

Every field can be mapped from an upstream trigger, AI step, table row, or hard-coded literal.

Field	Type	Required	Description
Document ID document_id	string	Required	The Document ID assigned by Pandadoc. Find via the corresponding list/search operation in this app. Use the exact ID, not a name or label.
Email Subject subject	string	Optional	Message subject line.
Email Message message	string	Optional	–
Silent (no email) silent	options	Optional	–

Sample request

{
  "document_id": "{{trigger.document_id}}",
  "subject": "e.g. Quick update",
  "message": "{{trigger.message}}",
  "silent": "{{trigger.silent}}"
}

Returns

{
  "id": "doc_abc",
  "status": "document.sent"
}

Use these fields in downstream nodes for routing, logging, or error handling.

Triggered by

Apps that pair well as the trigger for Send PandaDoc Document.

Any of these apps can fire this action as part of a workflow.

Google Sheets → PandaDoc

2 Google Sheets triggers

HubSpot → PandaDoc

18 HubSpot triggers

FAQ

Questions about Send PandaDoc Document.

What does the Send PandaDoc Document action do in PandaDoc?

Transitions a draft to sent, triggering the per-recipient email. The standard "review complete → send to client for signature" workflow step.

What inputs does Send PandaDoc Document require?

Required: Document ID. Every input accepts a static value or a variable from any upstream node in your workflow.

Can I use dynamic inputs from earlier workflow nodes?

Yes. Any field on this action can pull values from upstream nodes, whether that's a form response, a trigger payload, an AI output, or a lookup result.

What happens if PandaDoc returns an error?

The run history shows the failed step with its input and the error message PandaDoc returned, so you can fix the input and run the workflow again. Automatic retries are built into HTTP steps only, where you can also set your own retry count and delay.

Does Send PandaDoc Document support batch operations?

Run Send PandaDoc Document inside a loop to process each item in an array. TinyCommand does not throttle calls for you, so for large arrays add a Delay step if you need to stay within PandaDoc's rate limits.

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