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Legal action

Send PandaDoc

Sends a PandaDoc document for the contact to review and sign, filled from a PandaDoc template.

A step you can add to a workflow.

Business plan and up

How to add it

  1. Open Workflows in the app and create or open a workflow.
  2. Click + where you want the step and pick Send PandaDoc under Legal.
  3. Fill in its settings, then save and turn the workflow on.

For the API and MCP

When you build workflows through the Inflowave API or the MCP server, this action is send_document. See the MCP documentation.