POST /public/v1/documents
Servers
- https://api.pandadoc.com
Request headers
Name | Type | Required | Description |
---|---|---|---|
Content-Type |
String | Yes |
The media type of the request body.
Default value: "application/json" |
Query parameters
Name | Type | Required | Description |
---|---|---|---|
editor_ver |
String | No |
Set this parameter as |
Request body fields
Name | Type | Required | Description |
---|---|---|---|
content_placeholders[] |
Array | No |
You may replace Content Library Item Placeholders with a few content library items each and pre-fill fields/variables values, pricing table items, and assign recipients to roles from there. |
content_placeholders[].block_id |
String | No |
Content placeholder block id |
content_placeholders[].content_library_items[] |
Array | No | |
content_placeholders[].content_library_items[].id |
String | Yes |
Content library item id |
content_placeholders[].content_library_items[].recipients[] |
Array | No | |
content_placeholders[].content_library_items[].recipients[].email |
String | Yes | |
content_placeholders[].content_library_items[].recipients[].last_name |
String | No | |
content_placeholders[].content_library_items[].recipients[].signing_order |
Integer | No | |
content_placeholders[].content_library_items[].recipients[].first_name |
String | No | |
content_placeholders[].content_library_items[].recipients[].role |
String | No | |
content_placeholders[].content_library_items[].pricing_tables[] |
Array | No | |
content_placeholders[].content_library_items[].pricing_tables[].name |
String | Yes | |
content_placeholders[].content_library_items[].pricing_tables[].sections[] |
Array | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].multichoice_enabled |
Boolean | No |
Default value: false |
content_placeholders[].content_library_items[].pricing_tables[].sections[].default |
Boolean | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].title |
String | Yes | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[] |
Array | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].data |
Object | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].options |
Object | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].options.optional_selected |
Boolean | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].options.qty_editable |
Boolean | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].options.optional |
Boolean | No | |
content_placeholders[].content_library_items[].pricing_tables[].sections[].rows[].custom_fields |
Object | No | |
content_placeholders[].content_library_items[].pricing_tables[].options |
Object | No | |
content_placeholders[].content_library_items[].pricing_tables[].data_merge |
Boolean | No |
When set to true all field names in data rows must be passed as external names defined in the template. |
content_placeholders[].content_library_items[].fields |
Object | No | |
recipients[] |
Array | No |
The list of recipients you're sending the document to. Every object must contain the |
recipients[].email |
String | Yes | |
recipients[].last_name |
String | No | |
recipients[].signing_order |
Integer | No | |
recipients[].first_name |
String | No | |
recipients[].role |
String | No | |
detect_title_variables |
Boolean | No |
Set this parameter as true if you want to detect title variables in the document. |
pricing_tables[] |
Array | No |
Information to construct or populate a pricing table can be passed when creating a document. All product information must be passed when creating a new document. Products stored in PandaDoc cannot be used to populate table rows at this time. Keep in mind that this is an array, so multiple table objects can be passed to a document. |
pricing_tables[].name |
String | Yes | |
pricing_tables[].sections[] |
Array | No | |
pricing_tables[].sections[].multichoice_enabled |
Boolean | No |
Default value: false |
pricing_tables[].sections[].default |
Boolean | No | |
pricing_tables[].sections[].title |
String | Yes | |
pricing_tables[].sections[].rows[] |
Array | No | |
pricing_tables[].sections[].rows[].data |
Object | No | |
pricing_tables[].sections[].rows[].options |
Object | No | |
pricing_tables[].sections[].rows[].options.optional_selected |
Boolean | No | |
pricing_tables[].sections[].rows[].options.qty_editable |
Boolean | No | |
pricing_tables[].sections[].rows[].options.optional |
Boolean | No | |
pricing_tables[].sections[].rows[].custom_fields |
Object | No | |
pricing_tables[].options |
Object | No | |
pricing_tables[].data_merge |
Boolean | No |
When set to true all field names in data rows must be passed as external names defined in the template. |
url |
String | No |
Use a URL to specify the PDF. We support only URLs starting with https. |
metadata |
Object | No |
You can pass arbitrary data in the key-value format to associate custom information with a document. This information is returned in any API requests for the document details by id. |
fields |
Object | No |
You can pass a list of fields/values to pre-fill fields used in a template. Please note Signature field can't be pre-filled. |
parse_form_fields |
Boolean | No |
Set this parameter as true if you create a document from a PDF with form fields and as false if you upload a PDF with field tags. |
tokens[] |
Array | No |
You can pass a list of tokens/values to pre-fill tokens used in a template. Name is a token name in a template. Value is a real value you would like to replace a token with. |
tokens[].name |
String | Yes | |
tokens[].value |
String | Yes | |
template_uuid |
String | No |
ID of the template you want to use. You can copy it from an in-app template URL such as |
name |
String | No |
Name the document you are creating. |
images[] |
Array | No |
You can pass a list of images to image blocks (one image in one block) for replacement. |
images[].name |
String | Yes | |
images[].urls[] |
Array | Yes | |
tags[] |
Array | No |
Mark your document with one or several tags. |
folder_uuid |
String | No |
ID of the folder where the created document should be stored. |
owner |
Object | No |
You can set an owner of a document as an |
How to start integrating
- Add HTTP Task to your workflow definition.
- Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
- Click Test request to test run your request to the API and see the API's response.