### Get User Details by ID Example Source: https://developers.pandadoc.com/reference/detailsuser This example shows the expected JSON response when successfully retrieving user details. It includes user identification, contact information, license type, and workspace roles. ```json { "user_id": "ajnN7eGutJZsRKjQrNuPkh", "email": "josh@example.com", "first_name": "Josh", "last_name": "Doe", "phone_number": "+14842634627", "license": "Full", "is_organization_owner": true, "workspaces": [ { "role": "Admin", "workspace_id": "fERpqZdFaF9dHVAeVxPFaV", "membership_id": "nPh2PDhFdDqAES9k64h9qX" } ] } ``` -------------------------------- ### Get Document Content Examples Source: https://developers.pandadoc.com/reference/getdocumentcontent Demonstrates how to retrieve document content in different formats. Use the `format` query parameter to specify plaintext or markdown. ```json { "format": "plaintext", "content": "Agreement between Party A and Party B..." } ``` ```json { "format": "markdown", "content": "# Agreement\n\nBetween **Party A** and **Party B**..." } ``` -------------------------------- ### Get Document Summary (JSON Example) Source: https://developers.pandadoc.com/reference/getdocumentsummary This example shows the expected JSON response when a document summary is successfully retrieved with 'detailed' granularity. It includes the summary text and its type. ```json { "type": "detailed", "summary": "This agreement establishes a partnership between Party A and Party B, covering terms of service, payment schedules, intellectual property rights, and termination clauses. The contract is effective from March 2026 and runs for 12 months with automatic renewal." } ``` -------------------------------- ### Get Template Status Example Source: https://developers.pandadoc.com/reference/template-status This example demonstrates how to retrieve the status of a specific template using its ID. Ensure you have the correct template ID and necessary authentication. ```json { "id": "vibuun3DXG8QDDLfXm27Ne", "name": "API Sample PandaDoc Template", "date_created": "2024-07-15T17:44:07.524617Z", "date_modified": "2024-07-15T17:44:07.613821Z", "version": "2", "status": "template.PROCESSED" } ``` -------------------------------- ### OpenAPI POST Example Source: https://developers.pandadoc.com/reference/statusdocumentautoreminder Illustrates the 'example' property for a POST request within an OpenAPI definition. ```json { "example": "POST" } ``` -------------------------------- ### API Key Authentication Example Source: https://developers.pandadoc.com/reference/getdocumentaimetadata This example demonstrates how to format the `Authorization` header for API key authentication. The key should be prefixed with `API-Key`. ```text API-Key 3039ba033eb1410caa0a2227158d63c9d6502cd8 ``` -------------------------------- ### Example HTTP Authorization Header Source: https://developers.pandadoc.com/reference/authentication-process An example of the HTTP Authorization header with a sample access token. ```yaml Authorization: Bearer 3039ba033eb1410caa0a2227158d63c9d6502cd8 ``` -------------------------------- ### Create Document Attachment Response Example Source: https://developers.pandadoc.com/reference/create-document-attachment Example of a successful response when creating a document attachment. ```json { "uuid": "1111bc85-b0f0-42a8-97e7-9265cd9a12a4", "date_created": "2025-01-31T14:02:59.667160Z", "created_by": { "id": "bSfiuAJNokERwsBxynKjwA", "email": "sergio@pandadoc.com", "first_name": "Sergio", "last_name": "", "avatar": null }, "name": "Wikipedia logo", "type": "general" } ``` -------------------------------- ### Create Document Example Source: https://developers.pandadoc.com/reference/create-document This example demonstrates how to create a document using the PandaDoc API, including specifying template, recipients, and fields. ```APIDOC ## POST /documents ### Description Creates a new document from a template with specified recipients and fields. ### Method POST ### Endpoint /documents ### Request Body - **name** (string) - Required - The name of the document. - **template_uuid** (string) - Required - The UUID of the template to use. - **folder_uuid** (string) - Optional - The UUID of the folder to place the document in. - **owner** (object) - Optional - Information about the document owner. - **membership_id** (string) - Required - The membership ID of the owner. - **recipients** (array) - Required - A list of recipients for the document. - **email** (string) - Required - The email address of the recipient. - **first_name** (string) - Optional - The first name of the recipient. - **last_name** (string) - Optional - The last name of the recipient. - **role** (string) - Optional - The role of the recipient (e.g., 'user'). - **tokens** (array) - Optional - A list of tokens to be used in the document. - **name** (string) - Required - The name of the token. - **value** (string) - Required - The value of the token. - **fields** (object) - Optional - Key-value pairs for document fields. - **field_name** (string) - The name of the field. - **value** (any) - The value of the field. - **pricing_tables** (array) - Optional - Pricing table configurations. - **name** (string) - Required - The name of the pricing table. - **data_merge** (boolean) - Optional - Whether to data merge. - **options** (object) - Optional - Pricing table options. - **Tax** (object) - Tax configuration. - **type** (string) - Required - The type of tax (e.g., 'percent'). - **name** (string) - Required - The name of the tax. - **value** (number) - Required - The tax value. - **Fee** (object) - Fee configuration. - **type** (string) - Required - The type of fee (e.g., 'percent'). - **name** (string) - Required - The name of the fee. - **value** (number) - Required - The fee value. - **sections** (array) - Optional - Pricing table sections. - **title** (string) - Required - The title of the section. - **default** (boolean) - Optional - Whether this is the default section. - **rows** (array) - Optional - Rows within the section. - **options** (object) - Row options. - **optional** (boolean) - Optional - Whether the row is optional. - **optional_selected** (boolean) - Optional - Whether the optional row is selected. - **qty_editable** (boolean) - Optional - Whether quantity is editable. - **data** (object) - Row data. - **Name** (string) - Required - The name of the item. - **Description** (string) - Optional - The description of the item. - **Price** (number) - Required - The price of the item. - **QTY** (number) - Required - The quantity of the item. - **Tax** (object) - Tax applied to the row. - **value** (number) - Required - The tax value. - **type** (string) - Required - The type of tax (e.g., 'percent'). - **Fee** (object) - Fee applied to the row. - **value** (number) - Required - The fee value. - **type** (string) - Required - The type of fee (e.g., 'percent'). - **custom_fields** (object) - Custom fields for the row. ### Request Example ```json { "name": "Full API Sample Document from PandaDoc Template", "detect_title_variables": true, "template_uuid": "hryJY9mqYZHjQCYQuSjRQg", "folder_uuid": "QMDSzwabfFzTgjW4kUijqQ", "owner": { "membership_id": "QMDSzwabfFzTgjW6KijHyu" }, "recipients": [ { "email": "josh@example.com", "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" } }, "pricing_tables": [ { "name": "Pricing Table 1", "data_merge": true, "options": { "Tax": { "type": "percent", "name": "Tax", "value": 10 }, "Fee": { "type": "percent", "name": "Fee", "value": 5 } }, "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" }, "Fee": { "value": 5, "type": "percent" } }, "custom_fields": { "Fluffiness": "5 / 5" } } ] } ] } ] } ``` ### Response #### Success Response (200) - **uuid** (string) - The unique identifier for the created document. - **status** (string) - The current status of the document. - **name** (string) - The name of the document. - **created_at** (string) - The timestamp when the document was created. #### Response Example ```json { "uuid": "a1b2c3d4-e5f6-7890-1234-567890abcdef", "status": "draft", "name": "Full API Sample Document from PandaDoc Template", "created_at": "2023-10-27T10:00:00.000Z" } ``` ``` -------------------------------- ### Create Workspace Request Example Source: https://developers.pandadoc.com/reference/create-workspace This example demonstrates how to send a POST request to create a new workspace. Ensure you have the necessary Org Admin permissions. The request body should include the desired name for the new workspace. ```json { "name": "A new workspace" } ``` -------------------------------- ### Create User Request Example Source: https://developers.pandadoc.com/reference/create-user This example demonstrates the structure of a request body to create a new user. It includes user details, workspace assignments, and license type. Ensure you have organization admin privileges to perform this action. ```json { "user": { "email": "test@pandadoc.com", "first_name": "New", "last_name": "User", "phone_number": "" }, "workspaces": [ { "workspace_id": "Ab123", "role": "Collaborator" } ], "license": "Guest" } ``` -------------------------------- ### Create Templates Folder Request Example Source: https://developers.pandadoc.com/reference/create-templates-folder Use this example to create a new folder for storing templates. Ensure the folder name is provided in the request body. ```json { "name": "A new templates folder" } ``` -------------------------------- ### Get Document Summary - Missing Type Error (JSON Example) Source: https://developers.pandadoc.com/reference/getdocumentsummary This example illustrates the JSON response when the 'type' query parameter is missing from the request. This indicates an invalid request due to the missing parameter. ```json { "error": { "code": "missing_type", "message": "The type query parameter was not provided." } } ``` -------------------------------- ### Create User Response Example Source: https://developers.pandadoc.com/reference/create-user This is an example of a successful response when creating a user. It confirms the user's workspace assignments and provides their member ID. ```json { "workspaces": [ { "workspace_id": "MwZbjUVD5C3srSSxkpF4Aj", "role": "Member", "member_id": "VQDH2hdAPJBhSWmMrYa3zu" } ] } ``` -------------------------------- ### Create Document from URL Source: https://developers.pandadoc.com/reference/create-document-from-pandadoc-template This endpoint enables the creation of a PandaDoc document from a public URL pointing to a PDF file. Information about roles, fields, and PDF examples can be found in the 'Create from public PDF' guide. ```APIDOC ## POST https://api.pandadoc.com/public/v1/documents ### Description Create a document from a URL. ### Method POST ### Endpoint https://api.pandadoc.com/public/v1/documents ### Request Body (Details not provided in source) ``` -------------------------------- ### Create Content Library Item Response Example Source: https://developers.pandadoc.com/reference/create-content-library-item This example demonstrates a successful response when creating a content library item. It includes the item's ID, name, creation/modification dates, version, and status. ```json { "id": "va9aNuj3uX2w9M7uytn967", "name": "Sample CLI", "date_created": "2024-07-08T14:41:42.625906Z", "date_modified": "2024-07-08T14:41:42.700084Z", "version": "2", "status": "cli.PROCESSED" } ``` -------------------------------- ### OpenAPI Schema Example Source: https://developers.pandadoc.com/reference/search-catalog-items An example of a nested schema definition within an OpenAPI specification, illustrating property requirements and example values. ```json { "type": "object", "properties": { "code": { "type": "string" } }, "required": [ "code" ] }, "example": [] ``` -------------------------------- ### List API Logs Example Source: https://developers.pandadoc.com/reference/list-api-logs This example demonstrates how to list all API logs within a workspace. It includes optional parameters for filtering by date, page number, and items per page. Ensure you have the correct API key or OAuth token for authentication. ```json { "openapi": "3.0.3", "info": { "title": "PandaDoc Public API", "description": "PandaDoc API spans a broad range of functionality to help you build incredible documents automation experiences inside your product.\n\nPandaDoc API is organized around REST. Our API has predictable resource-oriented URLs and uses standard HTTP response codes, authentication, and verbs.\n\n## Getting started\n\nYou can start testing PandaDoc API with a sandbox key on our [Enterprise](https://www.pandadoc.com/pricing/) plan, either active or in trial.\n\nGenerate your [sandbox key](https://developers.pandadoc.com/reference/sandbox-key) on the Developer Dashboard with predefined [rate limits](https://developers.pandadoc.com/reference/limits). Or contact our solutions expert if you work with high-transaction volumes.\n\n## Guides\n\nIf you're just getting started with PandaDoc, you may want to jump straight into one of our [getting started guides](https://developers.pandadoc.com/docs/getting-started) for the feature you're most interested in, whether that's:\n\n- [Create from template](https://developers.pandadoc.com/docs/create-send-document),\n- [Upload and send a local PDF](https://developers.pandadoc.com/docs/upload-and-send-a-local-pdf),\n- or [Listening for changes in document status](https://developers.pandadoc.com/docs/listen-document-status-changes).\n\nWe also recommend you to discover our dynamic content generation on a fly: [Create from a template with content placeholder](https://developers.pandadoc.com/docs/create-with-content-placeholders-from-template).\n", "termsOfService": "https://www.pandadoc.com/master-services-agreement/", "contact": { "name": "PandaDoc API Support", "url": "https://developers.pandadoc.com/", "email": "api-track@pandadoc.com" }, "license": { "name": "MIT", "url": "https://github.com/PandaDoc/pandadoc-openapi-specification/blob/main/LICENSE" }, "version": "7.29.1" }, "servers": [ { "url": "https://api.pandadoc.com", "description": "Public API" } ], "security": [ { "apiKey": [] }, { "oauth2": [] } ], "tags": [ { "name": "API Logs", "description": "Operations related to API logs." } ], "paths": { "/public/v1/logs": { "get": { "deprecated": true, "x-sunset": "2027-02-04", "summary": "List API Log", "description": "Get the list of all logs within the selected workspace.\n Optionally filter by date, page, and `#` of items per page.", "operationId": "listLogs", "tags": [ "API Logs" ], "parameters": [ { "$ref": "#/components/parameters/SinceParam" }, { "$ref": "#/components/parameters/ToParam" }, { "$ref": "#/components/parameters/CountParam" }, { "$ref": "#/components/parameters/PageParam" }, { "$ref": "#/components/parameters/StatusesParam" }, { "$ref": "#/components/parameters/MethodsParam" }, { "$ref": "#/components/parameters/SearchParam" }, { "$ref": "#/components/parameters/EnvironmentTypeParam" } ], "responses": { "200": { "description": "OK", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/APILogListResponse" }, "examples": { "List API Logs": { "$ref": "#/components/examples/APILogListExample" }, "List API Logs 2XX": { "$ref": "#/components/examples/APILogList2XXExample" } } } } }, "400": { "$ref": "#/components/responses/400RequestError" }, "401": { "$ref": "#/components/responses/401" }, "429": { "$ref": "#/components/responses/429" } } } } }, "components": { "securitySchemes": { "apiKey": { "type": "apiKey", "name": "Authorization", "in": "header", "description": "The `Authorization` header must contain the API key. The value should be prefixed with `API-Key` followed by a space and the actual API key.\n", "x-default": "API-Key 3039ba033eb1410caa0a2227158d63c9d6502cd8" }, "oauth2": { "type": "oauth2", "flows": { "authorizationCode": { "authorizationUrl": "https://app.pandadoc.com/oauth2/authorize", "tokenUrl": "https://api.pandadoc.com/oauth2/access_token", "refreshUrl": "https://api.pandadoc.com/oauth2/access_token" } } } } } } ``` -------------------------------- ### Example Entity Type Source: https://developers.pandadoc.com/reference/handlequoteupdated An example of the entity type, which is 'recipient' in this context. ```json "recipient" ``` -------------------------------- ### OpenAPI Query Parameter Example Source: https://developers.pandadoc.com/reference/getdocumentsummary Example of a query parameter definition within an OpenAPI specification. It specifies the parameter's location, requirement, description, schema reference, and an example value. ```yaml "in": "query", "required": true, "description": "Document summary granularity to return.\n", "schema": { "$ref": "#/components/schemas/DocumentSummaryType" }, "example": "detailed" } } } ``` -------------------------------- ### Create Member Token Example Source: https://developers.pandadoc.com/reference/get-member-token This example demonstrates how to create a member token. Ensure you are using Public API keys generated by an Org Admin. This endpoint is exposed upon request. ```json { "token": "1fc7b52182405dbf004b9e9ffb555a6ac61419ba" } ``` -------------------------------- ### Create Content Library Item Request Example Source: https://developers.pandadoc.com/reference/create-content-library-item This example shows the JSON payload for creating a new content library item. It requires a 'name' for the item. ```json { "name": "CLI name example" } ``` -------------------------------- ### Example Shared Link Source: https://developers.pandadoc.com/reference/handlequoteupdated An example of a shared link for a recipient to access a document. ```json "https://app.pandadoc.com/document/15d4b481384b652a298530ddc7023bfc07a67d59" ``` -------------------------------- ### Create Templates Folder Response Example Source: https://developers.pandadoc.com/reference/create-templates-folder This is an example of a successful response when creating a new templates folder. It includes the folder's unique identifier, name, and creation timestamp. ```json { "uuid": "h3HyGDj6NuiDfKEiY4xSMD", "name": "A new templates folder", "date_created": "2024-07-15T17:35:52.981054Z" } ``` -------------------------------- ### Document Updated Event Example Source: https://developers.pandadoc.com/reference/handledocumentsectionadded An example of a document updated event payload. ```json "example": [ { "event": "document_updated", ``` -------------------------------- ### Document Lock Information Example Source: https://developers.pandadoc.com/reference/document-move-to-folder Example of the structure returned when a document is locked. ```json { "locked_by_user_id": "ajnN7eGutJZsRKjQrNuPkh", "lock_type": "wopi_editing", "expires_at": "2023-10-27T10:00:00Z" } ``` -------------------------------- ### Recipient ID Example Source: https://developers.pandadoc.com/reference/add-cc-recipient Example of a recipient ID used in API requests. ```json { "recipient_id": { "type": "string", "example": "2eWSKSvVqmuVCnuUK3iWwD" } } ``` -------------------------------- ### Example API Key Authentication Header Source: https://developers.pandadoc.com/reference/api-key-authentication-process An example of an API request header with a sample API key. This demonstrates the format required for authentication. ```HTTP Authorization: API-Key 3039ba033eb1410caa0a2227158d63c9d6502cd8 ``` -------------------------------- ### Example Contact ID Source: https://developers.pandadoc.com/reference/handlequoteupdated An example of a valid contact identifier, which is a 22-character alphanumeric string. ```json "HzXnuyNraSXMhXchYjUmHJ" ``` -------------------------------- ### Create Document Fields Request Example Source: https://developers.pandadoc.com/reference/create-document-fields This example shows how to structure a request to create fields for a document. It specifies the field type and its layout properties. ```json { "fields": [ { "type": "text", "layout": { "page": 1, "position": { "offset_x": 1, "offset_y": 1, "anchor_point": "topleft" }, "style": { "width": 1, "height": 1 } } } ] } ``` -------------------------------- ### Current Member Details Example Source: https://developers.pandadoc.com/reference/current-member-details This example shows the JSON response when retrieving details for the currently authenticated member using their API key. ```json { "user_id": "FA5QAu8UGA3oVDDZuPL75B", "membership_id": "RyMNXBjBPRppi56TfYBrXi", "email": "siarhei@pandadoc.com", "first_name": "Siarhei", "last_name": "", "is_active": true, "workspace": "n7SK7prHeoWJSXb9VkrPve", "workspace_name": "Workspace", "email_verified": true, "role": "Admin", "user_license": "Full", "date_created": "2023-08-03T11:49:16.364213Z", "date_modified": "2024-07-11T20:36:43.362526Z" } ``` -------------------------------- ### Document Locked Response Example Source: https://developers.pandadoc.com/reference/document-move-to-folder Example of a response when attempting to modify a document that is currently locked. ```json { "locked_by_user_id": "ajnN7eGutJZsRKjQrNuPkh", "lock_type": "wopi_editing", "expires_at": "2023-10-27T10:00:00Z", "type": "document_locked", "detail": "Document is currently being edited." } ``` -------------------------------- ### API Log Details Example Source: https://developers.pandadoc.com/reference/api-log-details This example shows a successful API log entry for a POST request, including details about the request, response, and associated metadata. ```json { "id": "AZC86i5PYKMjQjMMMw9e", "url": "/public/v1/documents/iZy3j9GmryVUSAbwL9tGWP/recipients/", "method": "POST", "status": 200, "request_time": "2024-07-15T18:59:38.000", "response_time": "2024-07-15T18:59:39.000", "request_body": { "id": "xNVQVHShdgxHTTPVJ3CWCC", "kind": "contact" }, "query_params_string": null, "query_params_object": null, "response_body": { "recipient_id": "PsPqdRm4dt4thxnYMqttwY" }, "token_type": "API_KEY", "application": null, "key": "9cf111111c3bd477ab9bb4123453b7f5d6502cd8", "request_id": "284b1456-1111-4ba9-1111-0d82418205f5", "user_email": "siarhei@pandadoc.com", "user_id": "Hzpt4yyQ3A5qHTTPdZQxpH" } ```