improved

Set a sender in Document Send request

We've improved our Send a Document request by adding the possibility to set a sender. You can set a sender with an email address or membership_id.

improved

Link Service

We've improved our Link to CRM and from now on it's called Link Service. The main difference is the possibility to link your documents to any provider/entity type.

added

Webhooks

We've added new endpoints for webhooks actions. With webhooks, your integration can subscribe to the events happening in PandaDoc. You can list your subscriptions and events, as well as manage (create, read, update, and delete) individual subscriptions.

improved

New file types for Create Document from File

We're pleased to announce that we've added new file types to Create Document from File.

added

Shared Links

Please be informed that we've added shared links for each recipient to Send Document, Document Details, and On Document Status Change responses.

added

Data merge for pricing tables via API

We're pleased to announce that we've delivered data merge feature for pricing tables via API. Now you can work with pricing tables via API in a more flexible way and prefill all types of columns.

added

[Editor 2.0] Field ID and Field Type

We're happy to announce that Field ID and Type are now available in the Document Details, Template Details, Content Library Item Details, and Webhooks.

added

OpenAPI Specification and SDKs

We are happy to announce the delivery of an OpenAPI Specification and SDKs to wrap PandaDoc API with objects, properties, and methods in your favorite programming language.

added

Additional filtering options in List Documents

We're pleased to announce filtering options by document owner and recipients/approver in the List Documents.
Now you can easily filter documents by:

Document Transaction and Bundling

As you may know, we've delivered document bundling and document transaction.