We're thrilled to announce that PandaDoc API starting to support Update Document.
Here are what exactly you can update in the already existing document (draft status only):
- Recipients - update already existing recipient (email, first name, last name) using recipient ID from Document Details or add new recipients in CC
- Tags - add new tags
- Tokens (variables) - update already existing tokens or add new tokens
- Fields - update field values
- Metadata - update already existing metadata or add new metadata
- Pricing table - replace pricing table items with new ones and update the pricing table configuration
{
"recipients": [
{
"id": "MiySpPNiyhhmFXnDDrrawC",
"email": "[email protected]",
"first_name": "New",
"last_name": "Recipient"
}
],
"tokens": [
{
"name": "Favorite.Pet",
"value": "New Panda"
}
],
"fields": {
"Favorite.Color": {
"value": "PandaDoc red"
},
"Delivery": {
"value": "Pick Up"
},
"Like": {
"value": false
},
"Date": {
"value": "2022-08-24T00:00:00.000Z"
}
},
"metadata": {
"my_favorite_pet": "New Panda"
},
"tags": [
"created_via_api",
"test_document"
],
"pricing_tables": [
{
"name": "Pricing Table 1",
"data_merge": true,
"options": {
"Tax": {
"is_global": true,
"type": "absolute",
"name": "Tax",
"value": 11
}
},
"sections": [
{
"title": "Sample Section",
"default": true,
"rows": [
{
"options": {
"optional": true,
"optional_selected": true,
"qty_editable": true
},
"data": {
"Name": "New Toy Panda",
"Description": "New Fluffy!",
"Price": 11,
"QTY": 4,
"Tax": {
"value": 21,
"type": "percent"
}
},
"custom_fields": {
"Fluffiness": "4 / 5"
}
}
]
}
]
}
]
}
204 - Result
