Send variable value as a link in the Create Document from PandaDoc Template request with Editor 2.0 and we automatically convert it to a clickable one.
Use the following format:
"tokens": [
{
"name": "Payment.Link",
"value": "https://stripe.com/"
}
],
The difference in namesVariables in the UI are equal to tokens in the API.
Upload images to Image blocks when creating a new document with the Create Document from PandaDoc Template request. Please note the image blocks in the template should be pre-set before creating a document.
Upload an image as a URL parameter inside a JSON request body in the following format:
"images": [
{
"name": "Image 1",
"urls": [
"https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"
]
}
]Also, we support multipart/form-data content type so that you can upload an image through form data.
Image formats supported: GIF, JPG, PNG.
The difference with Classic EditorEditor 2.0 allows only one image per block and doesn't allow images in text blocks.
Make your document dynamic with Content Placeholders and add content to a document in the creation request. Decide what Content Library Items to add (different countries' terms & conditions, pricing tables with predefined currencies, additional fields or product information, etc.) to the document based on the data merged. In addition, you can prefill fields/variables values, add items to pricing tables, and assign recipients to roles from the specific Content Library Item.
See a detailed guide on how to use a content placeholder.
In addition, please review the documentation via the link.
Template with Content Placeholder only
Document with replaced Content Placeholder by Content Library Item (pricing table inside)
We've added new filtering options by dates in List Documents.
Now you can easily filter documents by:
See the full list of query parameters for filtering here.
We've added the possibility to set a signing order for documents created from PDF/templates via API.
In addition, we allow overriding of a signing order for documents from templates if the signing order was set in the template.
"recipients": [
{
"email": "[email protected]",
"first_name": "Josh",
"last_name": "Ron",
"role": "user",
"signing_order": 1
}
]Please find the full example via the link.
Help center article you can find here.
Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:
CRM | Entity type |
|---|---|
Salesforce |
|
Salesforce-sandbox |
|
HubSpot |
|
Pipedrive |
|
Please find more details via the link.
You can add a "Multiple choice section" to the pricing table when creating a document from a PandaDoc template. Document Signers can interact with the "Multiple choice section" and choose one product out of many in the section.
Multiple choice section
To set a section as multiple-choice via API, add the following parameters in the "Create document" request body:
"multichoice_enabled" in the pricing tables sections description;"multichoice_selected" in the rows options description.Please see a code example of a "Multiple choice section" below. The first item in the section is deselected ("multichoice_selected": false), while the second item is selected ("multichoice_selected": true).
"sections": [
{
"title": "First Section",
"default": false,
"multichoice_enabled": true,
"rows": [
{
"options": {
"multichoice_selected": false
},
"data":{
"name": "Toy Panda",
"price": 20,
"qty": 2
}
},
{
"options": {
"multichoice_selected": true
},
"data":{
"name": "Toy Panda",
"price": 10,
"qty": 3
}
}
]If you don't mark any row as selected, the first row in the section will be selected. If you mark several rows as selected, the first one out of them will be selected.
Please note that It is not possible to set rows as optional in the "Multiple choice section".
You can find more information on the ways your recipients can interact with the pricing table in our help center through this link.
We changed the validation rules for the List Documents and List Templates calls. You will get a "400" error when sending a request with any of the parameters empty and the following response:
{
"type": "request_error",
"detail": {
"non_field_errors": [
"{{param name}} may not be null."
]
}
}Please avoid sending requests with empty parameters. Remove such a parameter from the request or add a value.
When creating a new document with the "Create Document from PandaDoc Template" request, you can upload images to Image blocks and Text blocks added to PandaDoc templates. Please note the blocks in the template should be pre-set before creating a document.
Upload an image as a URL parameter inside a JSON request body in the following format:
"images": [
{
"name": "TextBlock1",
"urls": [
"https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"
]
}
]Also, we support multipart/form-data content type so that you can upload an image through form data.
Image formats supported: GIF, JPG, PNG.
Recommended image size: 680px, 330px and 213px wide are for layouts 1, 2 and 3 respectively in the image block; images can be as tall as you like. We recommend setting your images at 200 resolution (dpi/ppi) to make a good PDF or a printout.
We have added new calls and parameters to the existing ones to allow you to better organize your files via API.
Specify a folder when creating a new document
You can specify a folder when creating a new document from a PandaDoc template or via PDF upload. Add the UUID of the folder in the body of the request in the following format: "folder_uuid": "documents_folder_uuid".
You can find an example in the Create Document from PandaDoc Template request.
Get a list of documents or templates stored in a specific folder
We added a new filter to the List Documents and List Templates requests. In the request, you can specify the UUID of the folder and get the list of documents or templates located there. Please use the filter in the format folder_uuid={documents_folder_uuid} for documents, and "folder_uuid={templates_folder_uuid}" for templates.
Create and rename folders
We added calls to create and rename folders via API. Please follow the links below to find examples of new calls:
List folders to easier navigate through them
You can get the list of subfolders and folders located in the root folder. Please follow the links below to find examples of new calls:
The "parent_uuid" parameter in the List requests is optional. Please remove this parameter if you'd like to get a list of folders stored in a root folder.
You can test new endpoints and parameters with our updated Postman collection.