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:
Now you have the option to redirect the signer to a different URL after the document is signed or paid. Learn more: Redirect to a URL upon completion .
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.
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.
Now, you can send PandaDoc documents, collect signatures, gather customer data, and manage your document workflow via text (SMS) messaging.
This update introduces two significant enhancements to PandaDoc API:
Delivery Options: With the introduction of the delivery_methods parameter, you have the power to choose how your recipients receive their documents.
Optional Email Field: We've made the email field optional when creating or updating contacts and recipients, giving you more flexibility in your workflows.
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Important
If you're considering SMS delivery, review your setup. Changes may affect your workflow, especially if you rely on email as a required field. If the email is not set for a recipient or contact, the email field returns null in the webhook response, potentially affecting your workflow.
If you don't plan on using recipients or contacts without an email, your workflow will remain unchanged.
Delivery Methods
To update the delivery method for any recipient, use the Update Recipient endpoint. Specify the delivery_methods parameter by choosing between email, sms, or both.
If you plan to send a document via SMS, provide the recipient's phone number in an international format with the country code (for example, +12025551234).
If you haven't provided a phone number or have provided it in the wrong format, you will receive a 400 Bad Request error when trying to send a document via the Send Document endpoint.
You can retrieve the existing delivery methods for each recipient via the Document Details endpoint.
Non-mandatory email
The email field is now not required to create and update contacts and recipients.