Now, you can have every date field in the documents created from a file upload filled automatically with the signing date.
Configure this on the workspace level:

1. Go to Settings -> Workspace.
2. Find the Date field setting.
3. Select “Autofill with signing date”.

After this, all date fields in the documents you create from file via API will be filled in with a signing date automatically after completion.

We have introduced the endpoints that allow you to create, update, and delete products in your catalog, as well as get product details by its UUID:

• Create Catalog Item
• Catalog Item Details
• Update Catalog Item
• Delete Catalog Item

These endpoints, along with the Search Catalog Items, comprise a full set of Product Catalog management capabilities.

As an organization admin, you can now get a list of all the users with membership in your organization.

Merge Field is a field property that allows to link fields when their values are set via API, similar to how Field Id works on the UI.

You can set the field value during document or section creation from a template, referring to fields by their Merge Field property, see instructions: Prefilled fields .

Now, you can control how merge fields behave in a bundle when adding a new section from a template . Set the merge_field_scope query parameter:

• document (default) leaves the Merge Field properties untouched. Field values with the same Merge Field name will override field values of the whole document.
• upload adds a unique suffix to all the Merge Field names added in scope of this operation. Use it if you add one template multiple times to the same bundle, but don’t want the fields to be syncronized.

🚧

This functionality is in beta

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:

1. [Beta] List Document Fields
2. [Beta] Create Document Fields

As an organization admin, you can now Add Member to Workspace via API.

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 .

As an organization admin, you can now create a user via API and assign them a role, a license, and a workspace or several.

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.