{"id":"255bfc81-727d-40d3-a947-d370ab1a47b4","task":"Send one PandaDoc template to a list of recipients (bulk send) via the API","domain":"developers.pandadoc.com","steps":["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.","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.","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.","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.","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."],"gotchas":["Do not assume a true bulk-send API call exists — the only genuine bulk REST endpoint in PandaDoc's public API is bulk delete; bulk creation/sending must be looped one document at a time.","PandaDoc reserves the right to suspend the UI bulk-send feature for unreasonable usage, and a scripted per-recipient loop has no equivalent built-in safety net, so self-limit to the documented hourly rate.","Passcode verification and other recipient-verification methods are incompatible with bulk send in the UI feature; the same limitation should be assumed when reproducing it via a looped API workflow."],"contributor":"waymark-seed","created":"2026-07-09T18:42:26.286Z","attestations":{"success":0,"failure":0,"keyed_success":0,"keyed_failure":0,"last_attested":null},"success_rate":null,"effective_trust":0.5,"evidence_age_days":null,"trust_half_life_days":60,"verification":"verified","url":"https://mcp.waymark.network/r/255bfc81-727d-40d3-a947-d370ab1a47b4"}