PandaDoc
documents_send
Send a document to its recipients. The document must be in Draft status. After sending, the status changes to Sent and recipients receive a notification. Always confirm with the user before sending.
Remote svitlana-omelia/pandadoc
Remote (network-hosted)
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See providers with this name
Input Schema
{
"type": "object",
"properties": {
"sender": {
"anyOf": [
{
"type": "object",
"properties": {
"email": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
},
"membership_id": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null
}
}
},
{
"type": "null"
}
],
"default": null,
"description": "Set a sender of a document as an email or membership_id."
},
"silent": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null,
"description": "If true, disables email notifications for document recipients and the sender. Also disables scheduled reminders. Does not affect 'Approve document' email notification."
},
"message": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "A message that will be sent by email with a link to the document to sign."
},
"subject": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Value that will be used as the email subject."
},
"reply_to": {
"anyOf": [
{
"type": "string"
},
{
"type": "null"
}
],
"default": null,
"description": "Email address used as reply-to for the document. Must be enabled for the account by support."
},
"document_id": {
"type": "string",
"description": "Document ID"
},
"selected_approvers": {
"anyOf": [
{
"type": "object",
"required": [
"steps"
],
"properties": {
"steps": {
"type": "array",
"items": {
"type": "object",
"required": [
"id",
"group"
],
"properties": {
"id": {
"type": "string"
},
"group": {
"type": "object",
"required": [
"id",
"type",
"assignees"
],
"properties": {
"id": {
"type": "string"
},
"type": {
"type": "string"
},
"assignees": {
"type": "array",
"items": {
"type": "object",
"required": [
"user",
"is_selected"
],
"properties": {
"user": {
"type": "string"
},
"is_selected": {
"type": "boolean"
}
}
}
}
}
}
}
}
}
}
},
{
"type": "null"
}
],
"default": null,
"description": "Configuration for selecting approvers from approval workflow groups. Copy 'steps' from the 'approval_execution' section of Document Details and set 'is_selected' to true for the desired approver."
},
"forwarding_settings": {
"anyOf": [
{
"type": "object",
"properties": {
"forwarding_allowed": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null
},
"forwarding_with_reassigning_allowed": {
"anyOf": [
{
"type": "boolean"
},
{
"type": "null"
}
],
"default": null
}
}
},
{
"type": "null"
}
],
"default": null,
"description": "Settings for document and signature forwarding. Controls whether recipients can forward the document or reassign their fields to another person."
}
}
}