Overview

Step-by-step guides for creating PandaDoc documents via the API. Not sure which method to use? See Understanding Document Creation Methods for a comparison.

From Template

How to Create a Document from a Template

Create a document from a PandaDoc template, with optional field pre-filling, images, pricing tables, and content placeholders.

How to Use Content Placeholders in Templates

Dynamically assemble documents by inserting content library items into content placeholder blocks at creation time.

From File

How to Create a Document from a File Upload

Upload a local PDF, DocX, or RTF file to create a document, with support for native form fields and field tags.

How to Create a Document from a Public URL

Create a document from a PDF hosted at a publicly accessible URL instead of uploading a local file.

Other

How to Create a Document on a Member's Behalf

Create a document owned by a colleague by specifying an owner in the creation request.