We've completed a major technical refactor to support webhooks for PandaDoc documents notarized via the Notary On Demand service.

To get notified when a document is notarized, simply subscribe to the document_completed_pdf_ready event.

Now with Create DOCX Export Task and DOCX Export Task endpoints you can export PandaDoc document as a DOCX file.

POST /public/beta/documents/{document_id}/docx-export-tasks

• endpoint added

GET /public/beta/documents/{document_id}/docx-export-tasks/{task_id}

• endpoint added

You can now pass a list of images to image blocks (one image in one block) for replacement directly through the Update Document endpoint.

You can now create a Template or Content Library Item from file by providing url to the file.

This optional parameter allows users to provide a secure (HTTPS) and publicly accessible URL to a PDF document, which will be used for creating templates or content library items.

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.

GET /public/v1/sms-opt-outs

• endpoint added

Recipient consent must be confirmed in workspace settings to use the SMS document delivery.

Key Changes:

• Consent must be gathered and confirmed by senders upfront.
• Once confirmed, it applies to all future SMS communications.
• API requests without confirmed consent will return an error.

How to Enable:

1. Go to Workspace Settings > Document Settings.
2. Locate the Recipient Consent section and click Confirm.

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.