Send one PandaDoc template to a list of recipients (bulk send) via the API

Steps

1. Confirm prerequisites: bulk send requires a Business or Enterprise plan with the Bulk Send extension enabled by the account owner, and is unavailable on trial accounts.
2. Note that the public API reference does not expose a single documented bulk-send endpoint — PandaDoc's Bulk Send is implemented as a web-app feature driven by uploading a CSV of recipient data against a template with at least one role.
3. To replicate it programmatically, loop per recipient: call the Create Document endpoint to create a document from the template with that row's data/tokens/fields, then call the Send Document endpoint — one API round trip per recipient rather than a single bulk call.
4. Apply the same constraints documented for the UI feature to your script: a per-hour recipient cap, one usage credit consumed per generated document, and no reusing the same email address across recipients.
5. Ensure every field in the source template is assigned to a role before looping — unassigned fields break both the UI bulk-send flow and the scripted per-recipient equivalent.