This step-by-step instruction will guide you through requesting signatures or data input from your clients, employees, or partners.
If you haven't yet created your Sandbox account, it's time. It's fast and free forever. Here's a quick link:
Check your inbox and follow the confirmation link to activate your account. This is essential for the ability to make API calls. Please note the email may fall into Spam. If you can't find it, you always may resend it from your Profile.
To create a document, you can either upload a file or create it from a custom Pandadoc template.
You may select template from the pre-made ones, or create one from scratch.
Templates cannot be created via API, so first, you need to configure a template and only then proceed with API document creation.
Simple API Sample Document is the template we've prepared for you to test our API in a flash.
PandaDoc API Postman collection helps you get started even faster.
Go to the Configuration page and click button to generate a Sandbox key.
The collection supports both API keys and OAuth 2.0 authentication. Sandbox works with the Sandbox API key only.
Select the header you need in the request that you are going to use:
Don't forget to Sace your environment variables after you've posted your API key.
You may get the template by visiting the Template page. Just copy the template UUID from the URL.
We encourage you to use the sample template first.
Enter the test email to check the incoming document.
Click Save in the Environment settings. Now you're good to go!
Select “Documents API” folder -> POST Create document from PandaDoc template.
As you can see, almost all template data is prefilled with the sample payload.
The Template ID and Recipient email are filled out from the Environment settings.
Once you see the "document.uploaded" status, you've sent the request successfully. Please keep in mind that document creation is an asynchronous operation, so you need to check for the status first before proceeding with the next steps
Document creation may take some time or even fail, so it's important you make sure it's ready for sharing.
Go to GET Document status and send a request to retrieve the status. Document data is inserted automatically by Postman collection.
Once you see "document.draft" status, it's success!
Once the document is created, you may proceed with sending it via email.
As previously, the document data will be inserted automatically
Voila! You have just created and sent your first document via API.
You can check how it looks like on Documents tab:
All Sandbox documents are marked with the "test" tag; and all documents created via API are marked with the respective tag.
Updated 10 days ago