Step 1: Create Document

POST {{base_url}}/public/v1/documents

Create Document.

• From template https://developers.pandadoc.com/docs/create-document-from-template

• From file https://developers.pandadoc.com/docs/create-document-from-file

Find more https://developers.pandadoc.com/v1/reference

Request Body

{"name"=>"Simple API Sample Document from PandaDoc Template", "template_uuid"=>"{{template_id}}", "recipients"=>[{"email"=>"{{recipient_email}}", "first_name"=>"Josh", "last_name"=>"Ron", "role"=>"user"}], "tokens"=>[{"name"=>"Favorite.Pet", "value"=>"Panda"}], "fields"=>{"Favorite.Color"=>{"value"=>"PandaDoc green"}, "Delivery"=>{"value"=>"Same Day Delivery"}, "Like"=>{"value"=>true}, "Date"=>{"value"=>"2019-12-31T00:00:00.000Z"}}, "metadata"=>{"my_favorite_pet"=>"Panda"}, "tags"=>["created_via_api", "test_document"], "images"=>[{"name"=>"Image 1", "urls"=>["https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"]}], "pricing_tables"=>[{"name"=>"Pricing Table 1", "data_merge"=>true, "options"=>{"Tax"=>{"is_global"=>true, "type"=>"absolute", "name"=>"Tax", "value"=>10}}, "sections"=>[{"title"=>"Sample Section", "default"=>true, "rows"=>[{"options"=>{"optional"=>true, "optional_selected"=>true, "qty_editable"=>true}, "data"=>{"Name"=>"Toy Panda", "Description"=>"Fluffy!", "Price"=>10, "QTY"=>3, "Tax"=>{"value"=>20, "type"=>"percent"}}, "custom_fields"=>{"Fluffiness"=>"5 / 5"}}]}]}]}

HEADERS