Recipient Groups support in API
by Alexander BenderskiThe 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.
Updates in Update Quote and List Document Fields
by Alexander BenderskiSmall "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.
Remove Member and Deactivate Workspace
by Alexander BenderskiNot 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.
Sent Date and Ref No added to Document Details response
by Alexander BenderskiA 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.
New Template API and Webhooks
by Alexander BenderskiWelcome 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!
Document Downloading enhancement for Completed Docs
by Alexander BenderskiWe 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.
Signing Date settings for Create from File
by Alexander BenderskiNow, 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:
- Go to Settings -> Workspace.
- Find the Date field setting.
- 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.
Work with Product Catalog Items
by Maryia YermakovichWe 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:
These endpoints, along with the Search Catalog Items, comprise a full set of Product Catalog management capabilities.
List Users
by Maryia YermakovichAs an organization admin, you can now get a list of all the users with membership in your organization.