Approval workflow supported in "Send Document" call
January 9th, 2019 by Stanislav Lazuta
PandaDoc API allows to Send Document for approval if "Approval Workflow" is turned on in the template used for document creation. Document sent for approval will have "document.waiting_approval" status.
You need to make Send Document call after a document is approved in order to send the document to recipients.
If a document is in "waiting_approval" or "rejected" status, you can't use Share Document call. Share Document endpoint will return HTTP 400 with one of the following error messages:
If document is in "Waiting for Approval" status
{
"type": "state_error",
"detail": "Cannot create session ID for a document in document.waiting_approval status"
}
If document is in "Rejected" status
{
"type": "state_error",
"detail": "Cannot create session ID for a document in document.rejected status"
}