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.


This functionality is in beta

While we are improving this functionality, the implementation details can be changed without notice.

With the new Document Fields endpoints, you can get fields configuration for an already created document and replicate it on a new document, or place a field at specific coordinates. Take a look at the methods reference:

  1. [Beta] List Document Fields
  2. [Beta] Create Document Fields

Create User

by Maryia Yermakovich

As an organization admin, you can now create a user via API and assign them a role, a license, and a workspace or several.

Recipient Verification

by Maryia Yermakovich

After a document is created, you can set up verification for the document recipient, either via passcode or a one-time password delivered via SMS. Learn more: Enable recipient verification.

Update Quote

by Maryia Yermakovich

With the new Update Quote endpoint, you can use data from any external catalog to update a quote in your PandaDoc document. Watch the demo: Update Quotes.

Track Template Changes

by Maryia Yermakovich

You can now track template changes in an effective way with these enhancements:

  1. The template_created webhook triggers on template creation.
  2. The template_updated webhook triggers on these changes to a template:
    1. A role added or deleted.
    2. Template renamed.
    3. A section added to a content bundle.
      See the full webhook events list: Webhook Payload.
  3. An optional fields=content_date_modified query parameter for List Templates shows the timestamp for the latest change to template content.

Now Document Details reflects whether a quote section or an entire quote is optional or selected.

Look for these groups in the responses: "quotes" -> "settings" and "quotes" -> "sections" -> "settings":

"settings": {
              "optional": true,
              "selected": true,
              "selection_type": "custom"

There are three selection types available:

  1. Single: You can only select one item. Applied to all items in a section or a quote.
  2. Multiple: You can select several items. Applied to all items in a section or a quote.
  3. Custom: Applied to several (but not all) items inside a section or a quote.