How to Resend a Document via Different Delivery Method

Problem

You need to resend a document using a different delivery method - either SMS instead of email, or email instead of SMS. This is useful when the original delivery method isn't working or when recipient preferences change.

Prerequisites

Document has already been created and sent
You have the document ID
For SMS delivery: Recipient's phone number is available
For email delivery: Recipient's email address is available
Basic familiarity with PandaDoc API endpoints

Solution

Step 1: Get the Recipient ID

Call the Document Details endpoint to retrieve the recipient information:

GET /public/v1/documents/{document_id}/details

From the response, locate the recipient_id in the recipients array for the recipient you want to update.

Step 2: Update the Recipient with New Delivery Method

Call the Update Recipient endpoint with the recipient ID:

PATCH /public/v1/recipients/{recipient_id}

To enable SMS delivery (email to SMS):

{
  "phone": "+123456789",
  "delivery_methods": {
    "email": true,
    "sms": true
  }
}

To enable email delivery (SMS to email):

{
  "email": "[email protected]",
  "delivery_methods": {
    "email": true,
    "sms": true
  }
}

To switch exclusively to one method:

{
  "phone": "+123456789",
  "delivery_methods": {
    "email": false,
    "sms": true
  }
}

Verification

After successfully updating the recipient:

For new SMS delivery: The recipient will receive an SMS with a link to the document
For new email delivery: The recipient will receive an email with the document
Previously enabled delivery methods won't resend unless explicitly disabled and re-enabled
You can verify the update by calling the Document Details endpoint again to confirm the recipient's delivery methods have been updated

Troubleshooting

SMS not received:

Verify the phone number format is correct (international format with country code)
Check that the recipient's phone can receive SMS messages
Ensure the document status allows for SMS delivery

Email not received:

Verify the email address is correct and active
Check recipient's spam/junk folder
Ensure the document status allows for email delivery

Update fails:

Confirm you're using the correct recipient ID from the Document Details response
Verify the document hasn't been completed or expired

Document Details - Get recipient information
Update Recipient - Modify recipient settings
Listen Document Status Changes - Learn more about document states