Use “Send a PandaDoc document” in Recued. It runs the PandaDoc send workflow with approval before changes are made.

How it works 9 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (9 steps)

■ document_id trim

Trim whitespace from setting document id

■ subject trim

Trim whitespace from setting subject

■ message trim

Trim whitespace from setting message

■ reason trim

Trim whitespace from setting reason

■ status ?

■ document ?

■ has_subject compare

Check if subject has data

■ send ?

skip: step.has_subject not_equal true

■ card to_summary

Format results as a summary card

Settings 6 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

reason setting =

silent setting = false

message setting =

subject setting =

pandadoc setting =

document id setting =