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PandaDoc ACTION

Send Document

Move a document to sent status and send an optional email. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's PandaDoc account once, then configure and run Send Document from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "pandadoc-send-document",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    pandadoc: { authProvisionId: "apn_xxxxxxx" },
    documentId: "Document Id",
    subject: "Subject",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Send Document inputs
Property Type Description
documentId Document Id string
Specify document's ID
Required Dynamic
subject Subject string
Value that will be used as the email subject.
Optional
message Message string
A message which will be sent by email with a link to a document to sign.
Optional
silent Silent boolean
Disables sent, viewed, comment and completed email notifications for document recipients and the document sender. By default, notifications emails are sent for specific actions. If set as true, it won't affect "Approve document" email notification sent to the Approver.
Optional
senderEmail Sender Email string
Set a sender (email) for the document. Must be an email which is a member on your account.
Optional
forwarding_allowed Forwarding Allowed boolean
Your recipient will be able/not able to forward the document to another email address.
Optional
forwarding_with_reassigning_allowed Forwarding With Reassigning Allowed boolean
Your recipient will be able/not able to forward the right to fill out all fields (including signature) assigned to them to another email address.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
pandadoc-send-document
Version
0.0.9
App
PandaDoc
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes