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I have a Zap setup to create a new document from a template in PandaDoc when a new entry is created from an Airtable form. If I set Send Document in the Create Document in PandaDoc action to “No”, everything works as expected. Fields are mapped correctly and I can go into PandaDoc after the Zap runs and just click “Send.” Easy, great.

 

However, if I change Send Document to “Yes”, the Zap runs successfully and PandaDoc says the document was sent, but the recipient never gets an email. I’ve verified this with two different recipient emails. Both work when sending the document manually in PandaDoc if the Zap is not set to send the doc.

 

Perhaps this is a PandaDoc issue, but wanted to check here first.

Hi @timmmmar 

For us to have full contacts, post screenshots with how the steps are outline and configured.

For live Zaps, check your Zap Runs history activity to see the DATA IN/OUT for each step to help you troubleshoot: https://zapier.com/app/history/

Also, check for send Docs in PandaDoc.

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