The Recent SMS Opt-out endpoint now allows you to retrieve the opt-out status of your contacts.
When you deliver the documents via SMS, you can determine whether your contacts have opted out of receiving text messages from you. Use this insight to optimize your workflows by excluding opted-out contacts from your PandaDoc document deliveries or external outreach.
Recipient consent must be confirmed in workspace settings to use the SMS document delivery.
Key Changes:
How to Enable:
Consent must be enabled individually for each workspace.
Read more in the article.
We’ve introduced new API endpoints to generate editing session tokens for the Embedded Editor, enabling seamless integration of the editor into your app.
These new endpoints provide a secure and efficient way to start an editing session for both Documents and Templates.
The new Editing Session Token eliminates the need to add users to your PandaDoc account. This token grants access only to the selected Document or Template and remains valid for a defined period, with a default duration of 1 hour.
You no longer need to add users to your PandaDoc account - just a single API call is required to grant editing access to a Document or Template.
Check out Document Editing Session and Template Editing Session endpoints.
Read more about Embedded Editing in our guide.
You now can generate API key for any of your workspaces via API!
Create API Keyendpoint requires an Org Admin key to work and allows you to create new or re-issue Sandbox or Production API Key. You can optionally choose the owner of the new key by passing user_id.
This endpoint enables a complete automation of workspace provisioning, augmenting set of endpoints like Create Workspace, Create User, Add Member to Workspace
You can now populate tables directly through the following API endpoints: Create Document, Update Document. Supports advanced formatting options like Markdown for enhanced table customization.
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!
