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

Now you don't need to send documents via email ("silent": true) to provide all functionality of the recipient's view.

"recipients": [
        {
            "id": 118590764,
            "first_name": "Josh",
            "last_name": "Ron",
            "email": "[email protected]",
            "recipient_type": "signer",
            "signing_order": null,
            "shared_link": "https://app.pandadoc.com/document/f7ea21ae675b1712db7b942da65de3b828a4a43c"
        }
    ]

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.

Frequently, our customers need to name columns in the pricing table according to names in their system and that's where data merge may help. The data merge feature is available by default and the only thing you need to do is enable it in API as well.

Here is how you can check what names your columns have with the data merge feature by default and change them.

To use these column names instead of default ones you need to add the data_merge boolean parameter as true (false by default) into the pricing table object of the Create Document from PandaDoc Template request body and use them in the data section.

"pricing_tables": [
        {
            "name": "Pricing Table 1",
            "data_merge":true,
            "options": {
                "discount": {
                    "type": "absolute",
                    "name": "Discount",
                    "value": 2.26
                }
            },
            "sections": [
                {
                    "title": "Sample Section",
                    "default": true,
                    "rows": [
                        {
                            "options": {
                                "optional": true,
                                "optional_selected": true,
                                "qty_editable": true
                            },
                            "data": {
                                "Name": "Toy Panda",
                                "Description": "Fluffy!",
                                "Price": 10,
                                "QTY": 3,
                                "SKU":"TEST1",
                                "Tax": {
                                    "value": 7.5,
                                    "type": "percent"
                                },
                                "CustomText":"testcolumn"
                            },
                            "custom_fields": {
                                "Fluffiness": "5 / 5"
                            }
                        }
                    ]
                }
            ]
        }
    ]

As a result, all values from the document creation request will be properly matched with columns in the pricing table of the newly created document.

For more information on how to add and set your pricing table, visit our help center. You will also discover ways your recipients can interact with the pricing table. This is a fun feature you’ll want to explore more!

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.

Field ID parameter is unique across a document, so now it's possible to reference exactly the field you need.
Type parameter helps to process field values in different ways according to their types.

"fields": [
    {
      "field_id": "VAT_field",
      "type": "text",
      "uuid": "9330094d-cea5-46cf-869e-058b18a5ae15",
      "name": "vat_number",
      "title": "",
      "placeholder": "VAT number",
      "value": "CY99999999L",
      "merge_field": "vat_number"
    }
  ]

Currently available field types are:

• text
• dropdown
• date
• checkbox
• signature
• initials
• collect_file

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.

More details you may find via links:

• Open API Specification
• Python client SDK
• Node client SDK
• Java client SDK
• PHP client SDK

In addition, you can check our Postman Collection in the SDKs & Postman Collection section.

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

• membership_id (several parameters are allowed) for document owner. You can find it in the List Members.
• contact_id for a recipient or approver. You can find it in the List Contacts.

See the full list of query parameters for filtering in the List Documents section.

Filter by contact_id:

• https://api.pandadoc.com/public/v1/documents?contact_id=TyVJD8phcyXrGGXBSfgcwd

Filter by membership_id:

• https://api.pandadoc.com/public/v1/documents?membership_id=XGgtcUP85DuUjqu7j5LoPL

Filter by several membershi_ids

• https://api.pandadoc.com/public/v1/documents?membership_id=XGgtcUP85DuUjqu7j5LoPL&membership_id=TyVJD8phcyXrGGXBSfgcwd

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

• Document bundling allows you to group multiple documents, send and track them all at once, within a single transaction. Please be informed that we don't support document bundling via API at the moment.
• Document transaction is the dispatch of either one or multiple documents that have been bundled together, as part of the same agreement process.

Please find more details here.

📘

What is a Document Transaction?

Basically, document transaction=document with a single or a few documents inside.

In this topic, you may find new possibilities and restrictions for the API. Your current API integrations will work in the same manner without any changes on your end.

• List Documents - includes all documents transactions no matter how many documents are inside each of them.
• Create Document from PandaDoc Template - you can create a document transaction from a template. The only thing that is not supported yet is a set of documents' names in the document transaction.

• Create Document from PDF - unfortunately, we don't support document transaction creation from multiple PDFs at the moment.The single PDF is allowed only.
• Document Status - returns a status of the document transaction.
• Document Details - returns details of the document transaction.
• Send Document - move a document transaction to sent status and send an optional email.
• Share Document - shares a document transaction as a share URL or embed view.
• Download Document - downloads a single PDF no matter if document transaction contains only one document or more. A query parameterseparate_files=true allows you to download files separately.
• Delete Document - deletes document transaction with all documents inside.
• Link to CRM - connects document transaction to CRMs.
• Document Attachments - unfortunately, we don't support document attachments via API for document transactions with more than one document inside.
• Change Document Status (manually) - changes a status of document transaction.
• Update Document Ownership - changes a document transaction ownership.
• Transfer All Documents Ownership - transfers all documents transactions ownership from one member to another.

We're pleased to announce a new set of PandaDoc API features. This time we've delivered Contacts management via API. A scope includes:

• Create Contact
• List Contacts
• Contact Details
• Update Contact
• Delete Contact

How it may help you?

• In case you have your own contact list, you can sync it with PandaDoc's List Contacts and keep it up-to-date.
• You don't need to pass recipient details any time you create a document via API. An email is all that you need for a recipient in the Create Document request. Everything else will be automatically taken from the Contact Details.
• If you need to have different details for a recipient in the document you can override the first and last names in the Create Document request.
• In case you need it permanently, you can easily update contact details with Update Contact via API.

Please be informed that we've added a few methods for ownership management via API.

Members via API

Now you can easily retrieve information about all members in the workspace using:

• List Members
• Current Member Details
• Member Details

Create on member's behalf

Also, we've added the possibility to set document owner in the document creation request.

"owner":{
	"membership_id":"radQBiBkU7MBk59NSgaGfd"
}

or

"owner":{
	"email":"[email protected]"
}

Update Document Ownership

Moreover, we've added a new method to Update Document Owner.

{
    "membership_id":"radQBiBkU7MBk59NSgaGfd"
}

Transfer All Documents Ownership

The last but not least, we've added the possibility to Transfer Documents Ownership to another member in a single API call.

{
    "from_membership_id": "Dqsxp4jNnFcS63tJEgLJGN",
    "to_membership_id": "radQBiBkU7MBk59NSgaGfd"
}

More details you may find in the Transfer document ownership to another user topic.

When you complete documents or make payments offline, it is handy to be able to make your PandaDoc records reflect this change. Being able to change the document status is important for keeping all of your signed contracts in one place.
Having eight document statuses, you can manually change your document status to four only: Completed, Expired, Paid, or Declined.

Document Statuses:

• 2: document.completed
• 8: document.rejected
• 10: document.paid
• 12: document.declined

Find more details in Change Document Status (manually) and [Editor 2.0] Manually change document status topics.

Please be informed that we've removed a restriction to link documents to CRMs in document.draft status only.
Now you can easily link your documents in any status you want.

Please find more details via the link.