Attachments

We're pleased to inform you that we've added attachments management via API. Now you can easily add a file as an attachment to the document in document.draft status. You are also able to retrieve details and delete an attachment.

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Limits

You can attach up to 10 files, and no file can exceed 50MB.

Please check our documentation for more details - Document Attachments.

Collect file fields

In addition, we've added the possibility to access files that recipients uploaded to the document in Document Details response or On Document Status Change webhooks payload. A direct link is placed in the URL parameter of the collect files field.

{
            "uuid": "oW9RTHp96QMWswTSdE8bsN",
            "name": "Upload",
            "title": "Upload",
          	"placeholder": "Upload",
            "assigned_to": {
                "id": "Fx7CgaVgpGbJBgZ4i5oTx8",
                "first_name": "Jane",
                "last_name": "Roe",
                "email": "john",
                "recipient_type": "signer",
                "has_completed": false,
                "role": "",
                "type": "recipient"
            },
            "value": {
                "name": "file.pdf",
                "url": "https://uploadfields.pandadoc-static.com"
            }
 }

Send variable value as a link in the Create Document from PandaDoc Template request with Editor 2.0 and we automatically convert it to a clickable one.
Use the following format:

"tokens": [
        {
            "name": "Payment.Link",
            "value": "https://stripe.com/"
        }
    ],

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The difference in names

Variables in the UI are equal to tokens in the API.

Upload images to Image blocks when creating a new document with the Create Document from PandaDoc Template request. Please note the image blocks in the template should be pre-set before creating a document.

Upload an image as a URL parameter inside a JSON request body in the following format:

"images": [
    	{
    		"name": "Image 1",
    		"urls": [
    			"https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"
    		]
    	}
    ]

Also, we support multipart/form-data content type so that you can upload an image through form data.

Image formats supported: GIF, JPG, PNG.

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The difference with Classic Editor

Editor 2.0 allows only one image per block and doesn't allow images in text blocks.

Make your document dynamic with Content Placeholders and add content to a document in the creation request. Decide what Content Library Items to add (different countries' terms & conditions, pricing tables with predefined currencies, additional fields or product information, etc.) to the document based on the data merged. In addition, you can prefill fields/variables values, add items to pricing tables, and assign recipients to roles from the specific Content Library Item.

See a detailed guide on how to use a content placeholder.
In addition, please review the documentation via the link.

We've added new filtering options by dates in List Documents.
Now you can easily filter documents by:

• date_created;
• date_modified;
• date_ completed.

See the full list of query parameters for filtering here.

We've added the possibility to set a signing order for documents created from PDF/templates via API.
In addition, we allow overriding of a signing order for documents from templates if the signing order was set in the template.

"recipients": [  
  {  
    "email": "[email protected]",
    "first_name": "Josh",
    "last_name": "Ron",
    "role": "user",
    "signing_order": 1
  }
]

Please find the full example via the link.
Help center article you can find here.

Link your documents to the most popular CRMs in PandaDoc via API.
Currently, we support link creation with the next CRMs:

Please find more details via the link.

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Have questions?

Feel free to book a short demo about our new possibilities with our API Product Manager and engineering team - https://calendly.com/maria-fomenko/pandadoc

You can add a "Multiple choice section" to the pricing table when creating a document from a PandaDoc template. Document Signers can interact with the "Multiple choice section" and choose one product out of many in the section.

To set a section as multiple-choice via API, add the following parameters in the "Create document" request body:

• "multichoice_enabled" in the pricing tables sections description;
• "multichoice_selected" in the rows options description.

Please see a code example of a "Multiple choice section" below. The first item in the section is deselected ("multichoice_selected": false), while the second item is selected ("multichoice_selected": true).

"sections": [  
    {  
        "title": "First Section",
        "default": false,
        "multichoice_enabled": true,
        "rows": [  
            {  
                "options": {
                    "multichoice_selected": false
                },
                "data":{  
                    "name": "Toy Panda",
                    "price": 20,
                    "qty": 2
                }
            },
            {  
                "options": {
                    "multichoice_selected": true
                },
                "data":{  
                    "name": "Toy Panda",
                    "price": 10,
                    "qty": 3
                }
            }
        ]

If you don't mark any row as selected, the first row in the section will be selected. If you mark several rows as selected, the first one out of them will be selected.

Please note that It is not possible to set rows as optional in the "Multiple choice section".

You can find more information on the ways your recipients can interact with the pricing table in our help center through this link.

We changed the validation rules for the List Documents and List Templates calls. You will get a "400" error when sending a request with any of the parameters empty and the following response:

{
    "type": "request_error",
    "detail": {
        "non_field_errors": [
            "{{param name}} may not be null."
        ]
    }
}

Please avoid sending requests with empty parameters. Remove such a parameter from the request or add a value.

When creating a new document with the "Create Document from PandaDoc Template" request, you can upload images to Image blocks and Text blocks added to PandaDoc templates. Please note the blocks in the template should be pre-set before creating a document.

Upload an image as a URL parameter inside a JSON request body in the following format:

"images": [
    	{
    		"name": "TextBlock1",
    		"urls": [
    			"https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"
    		]
    	}
    ]

Also, we support multipart/form-data content type so that you can upload an image through form data.

Image formats supported: GIF, JPG, PNG.

Recommended image size: 680px, 330px and 213px wide are for layouts 1, 2 and 3 respectively in the image block; images can be as tall as you like. We recommend setting your images at 200 resolution (dpi/ppi) to make a good PDF or a printout.