Resend a Document via a Different Delivery Method
Sometimes, you may need to resend a document using a different delivery channel, such as SMS instead of email, or vice versa. With the PandaDoc API, this process is straightforward!
All you need to do is update the recipient's data with a phone number and enable the SMS delivery method.
To do this, call the Document Details endpoint and retrieve the recipient_id
from recipients
array in the response.
Next, call an Update Recipient endpoint. Since it’s a PATCH endpoint, it will update only the information you provide while keeping other data unchanged.
Pass the phone number and delivery method:
{ "phone": "+123456789", "delivery_methods": { "email": true, "sms": true } }
Since you are enabling a new delivery method, this will trigger an SMS with a link to the document. The email will not be resent, as the email
method was already enabled.
Updated about 20 hours ago