The big update that involves Create Document, Update Document, Document Details, and List Document Fields, Create Document Section endpoints brings the support of Recipient Groups to the API!

Now Recipients have a type - it could be recipient or recipient_group. The latter should have members in it.

Small "quality of life" updates that make it simpler to build on top of PandaDoc API.

List Document Fields endpoint now returns section_uuid for each field, making it easy to identify, which part of the document this field belongs to.

Update Quote endpoint now accepts text_columns in items.

Not one, not two... Well, precisely 2 new endpoints are introduced to the Admin API suit!
Now you can Remove Member from the workspace, but you can also Deactivate Workspace as well! Deactivating a workspace removes all the members and makes the workspace disappear from the workspace lists.

But that's not all. In case you need to remove a user from all their workspaces, you need their membership_id for each of the workspaces.
For List Users, you now have membership_id for each workspace this user is a member in.

A little step for the API... that's it. Check out the endpoint documentation for more.

By the way, date_sent reflects the last time the document was sent, so if you move it back to draft and re-sent, this date is going to change.

Welcome the newest member of Template API - a Create Template endpoint!
Now it's easier than ever to automate Template creation - with Create, List, Delete, and Details endpoints for Template!

But that's not it - now we have webhooks for Template Created, Updated, and Deleted events!
Check out the webhook subscription endpoint for the full list of available events.

And yes, you got it right - all these updates have something to do with our Embedding solutions. Stay tuned for exciting updates!

We have improved the downloading process for completed documents!
What's new:

• Now you can download a completed document with a custom watermark - check out Download Document endpoint
• There is a new webhook event for Completed Documents. This webhook fires when a PDF is ready for a completed document - and you can download it immediately. Read this article to know the details.

Now, you can have every date field in the documents created from a file upload filled automatically with the signing date.
Configure this on the workspace level:

1. Go to Settings -> Workspace.
2. Find the Date field setting.
3. Select “Autofill with signing date”.

After this, all date fields in the documents you create from file via API will be filled in with a signing date automatically after completion.

We have introduced the endpoints that allow you to create, update, and delete products in your catalog, as well as get product details by its UUID:

• Create Catalog Item
• Catalog Item Details
• Update Catalog Item
• Delete Catalog Item

These endpoints, along with the Search Catalog Items, comprise a full set of Product Catalog management capabilities.

As an organization admin, you can now get a list of all the users with membership in your organization.

Merge Field is a field property that allows to link fields when their values are set via API, similar to how Field Id works on the UI.

You can set the field value during document or section creation from a template, referring to fields by their Merge Field property, see instructions: Prefilled fields .

Now, you can control how merge fields behave in a bundle when adding a new section from a template . Set the merge_field_scope query parameter:

• document (default) leaves the Merge Field properties untouched. Field values with the same Merge Field name will override field values of the whole document.
• upload adds a unique suffix to all the Merge Field names added in scope of this operation. Use it if you add one template multiple times to the same bundle, but don’t want the fields to be syncronized.