Availability: Business and Enterprise plans. This feature is unavailable during a trial period.

Use Cases

You can manage what happens after signing a document, that is, redirect the signer to a different URL. Use cases include:

• Redirect a recipient to the checkout page for payment when the payment provider isn’t supported by PandaDoc’s integrations
• Redirect to a form to collect payment details
• Redirect to a branded thank-you page

or anything you might decide to use it for.

Redirect happens automatically after recipient completes the documents (or pays it if payment is enabled).

Read more about the feature here

How to Set Up Redirect Link via API

Redirect that is set up on a Template level is applied to all the recipients, while for Document you have more flexibility and you can specify the setting on a per-recipient basis.

To set up the redirect link, add the redirect parameter for each of the recipients like this:

"recipients": [  
{
    "first_name": "Josh",
    "last_name": "Ron",
    "email": "[email protected]",
    "phone": "15551234567",
    "redirect":
    {
        "url": "https://example.com/checkout",
        "is_enabled": true
    }
}
]

Here's the full list of endpoints where you can add the redirect URL for the recipient:

1. Create a Document from a Template
2. Create a Document from a File Upload
3. Update a Document
4. Update Recipient
5. Create Document Section from Template
6. Create a Document Section from a File

You can also get information about the redirects set for a document using the Document Details endpoint.

Please note, that url only supports https and not http. For development needs, we recommend using url shortener, ngrok or any other tool that proxies urls.