All URIs are relative to https://api.pandadoc.com
Method | HTTP request | Description |
---|---|---|
change_document_status | PATCH /public/v1/documents/{id}/status | Document status change |
create_document | POST /public/v1/documents | Create document |
create_document_link | POST /public/v1/documents/{id}/session | Create a Document Link |
create_linked_object | POST /public/v1/documents/{id}/linked-objects | Create Linked Object |
delete_document | DELETE /public/v1/documents/{id} | Delete document by id |
delete_linked_object | DELETE /public/v1/documents/{id}/linked-objects/{linked_object_id} | Delete Linked Object |
details_document | GET /public/v1/documents/{id}/details | Document details |
document_move_to_folder | POST /public/v1/documents/{id}/move-to-folder/{folder_id} | Document move to folder |
download_document | GET /public/v1/documents/{id}/download | Document download |
download_protected_document | GET /public/v1/documents/{id}/download-protected | Download document protected |
list_documents | GET /public/v1/documents | List documents |
list_linked_objects | GET /public/v1/documents/{id}/linked-objects | List Linked Objects |
send_document | POST /public/v1/documents/{id}/send | Send Document |
status_document | GET /public/v1/documents/{id} | Document status |
transfer_all_documents_ownership | PATCH /public/v1/documents/ownership | Transfer all documents ownership |
transfer_document_ownership | PATCH /public/v1/documents/{id}/ownership | Update document ownership |
update_document | PATCH /public/v1/documents/{id} | Update Document only in the draft status |
change_document_status(id, document_status_change_request)
Document status change
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_status_change_request import DocumentStatusChangeRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify document ID.
document_status_change_request = DocumentStatusChangeRequest(
status=DocumentStatusRequestEnum(12),
note="A private note",
notify_recipients=True,
) # DocumentStatusChangeRequest |
# example passing only required values which don't have defaults set
try:
# Document status change
api_instance.change_document_status(id, document_status_change_request)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->change_document_status: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
document_status_change_request | DocumentStatusChangeRequest |
void (empty response body)
- Content-Type: application/json, multipart/form-data
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
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DocumentCreateResponse create_document(document_create_request)
Create document
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_create_response import DocumentCreateResponse
from pandadoc_client.model.document_create_request import DocumentCreateRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
document_create_request = DocumentCreateRequest(
name="API Sample Document from PandaDoc Template",
detect_title_variables=True,
template_uuid="hryJY9mqYZHjQCYQuSjRQg",
folder_uuid="QMDSzwabfFzTgjW4kUijqQ",
owner={
"key": "key_example",
},
recipients=[
DocumentCreateRequestRecipients(
email="[email protected]",
phone="+14842634627",
delivery_methods=RicipientDeliveryMethods(
email=True,
sms=False,
),
first_name="Josh",
last_name="Ron",
role="user",
signing_order=1,
redirect=RecipientRedirect(
is_enabled=True,
url="https://example.com",
),
),
],
tokens=[
DocumentCreateByTemplateRequestTokens(
name="Favorite.Pet",
value="Panda",
),
],
fields={},
metadata={},
tags=["created_via_api","test_document"],
images=[
DocumentCreateRequestImages(
urls=["https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png"],
name="Image 1",
),
],
pricing_tables=[
PricingTableRequest(
name="Pricing Table 1",
data_merge=True,
options={},
sections=[
PricingTableRequestSections(
title="Sample Section",
default=True,
multichoice_enabled=False,
rows=[
PricingTableRequestRows(
options=PricingTableRequestRowOptions(
qty_editable=True,
optional_selected=True,
optional=True,
),
data={},
custom_fields={},
),
],
),
],
),
],
content_placeholders=[
DocumentCreateRequestContentPlaceholders(
block_id="Content Placeholder 1",
content_library_items=[
DocumentCreateRequestContentLibraryItems(
id="hryJY9mqYZHjQCYQuSjRQg",
pricing_tables=[
PricingTableRequest(
name="Pricing Table 1",
data_merge=True,
options={},
sections=[
PricingTableRequestSections(
title="Sample Section",
default=True,
multichoice_enabled=False,
rows=[
PricingTableRequestRows(
options=PricingTableRequestRowOptions(
qty_editable=True,
optional_selected=True,
optional=True,
),
data={},
custom_fields={},
),
],
),
],
),
],
fields={},
recipients=[
DocumentCreateByTemplateRequestRecipients(
email="[email protected]",
phone="+14842634627",
delivery_methods=RicipientDeliveryMethods(
email=True,
sms=False,
),
first_name="Josh",
last_name="Ron",
role="user",
signing_order=1,
redirect=RecipientRedirect(
is_enabled=True,
url="https://example.com",
),
),
],
),
],
),
],
url="https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png",
parse_form_fields=True,
) # DocumentCreateRequest | Use a PandaDoc template or an existing PDF to create a document. See the creation request examples [by template](/schemas/DocumentCreateByTemplateRequest) and [by pdf](/schemas/DocumentCreateByPdfRequest)
editor_ver = "ev2" # str | Set this parameter as `ev1` if you want to create a document from PDF with Classic Editor when both editors are enabled for the workspace. (optional)
# example passing only required values which don't have defaults set
try:
# Create document
api_response = api_instance.create_document(document_create_request)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->create_document: %s\n" % e)
# example passing only required values which don't have defaults set
# and optional values
try:
# Create document
api_response = api_instance.create_document(
document_create_request,
editor_ver=editor_ver,
)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->create_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
document_create_request | DocumentCreateRequest | Use a PandaDoc template or an existing PDF to create a document. See the creation request examples by template and by pdf | |
editor_ver | str | Set this parameter as `ev1` if you want to create a document from PDF with Classic Editor when both editors are enabled for the workspace. | [optional] |
- Content-Type: application/json, multipart/form-data
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
201 | OK | - |
400 | Bad Request | - |
401 | Authentication error | - |
429 | Too Many Requests | - |
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DocumentCreateLinkResponse create_document_link(id, document_create_link_request)
Create a Document Link
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_create_link_response import DocumentCreateLinkResponse
from pandadoc_client.model.document_create_link_request import DocumentCreateLinkRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Document ID
document_create_link_request = DocumentCreateLinkRequest(
recipient="[email protected]",
lifetime=900,
) # DocumentCreateLinkRequest |
# example passing only required values which don't have defaults set
try:
# Create a Document Link
api_response = api_instance.create_document_link(id, document_create_link_request)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->create_document_link: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Document ID | |
document_create_link_request | DocumentCreateLinkRequest |
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
201 | OK | - |
400 | Bad Request | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |
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LinkedObjectCreateResponse create_linked_object(id, linked_object_create_request)
Create Linked Object
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.linked_object_create_response import LinkedObjectCreateResponse
from pandadoc_client.model.linked_object_create_request import LinkedObjectCreateRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Specify document ID.
linked_object_create_request = LinkedObjectCreateRequest(
provider="pipedrive",
entity_type="deal",
entity_id="9372",
) # LinkedObjectCreateRequest |
# example passing only required values which don't have defaults set
try:
# Create Linked Object
api_response = api_instance.create_linked_object(id, linked_object_create_request)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->create_linked_object: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
linked_object_create_request | LinkedObjectCreateRequest |
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
400 | Bad Request | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |
[Back to top] [Back to API list] [Back to README]
delete_document(id)
Delete document by id
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Document ID
# example passing only required values which don't have defaults set
try:
# Delete document by id
api_instance.delete_document(id)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->delete_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Document ID |
void (empty response body)
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
404 | Not found | - |
[Back to top] [Back to API list] [Back to README]
delete_linked_object(id, linked_object_id)
Delete Linked Object
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Specify document ID.
linked_object_id = "deb0d530-d759-4189-a422-8d2265e01b2e" # str | Specify linked object ID.
# example passing only required values which don't have defaults set
try:
# Delete Linked Object
api_instance.delete_linked_object(id, linked_object_id)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->delete_linked_object: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
linked_object_id | str | Specify linked object ID. |
void (empty response body)
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
[Back to top] [Back to API list] [Back to README]
DocumentDetailsResponse details_document(id)
Document details
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_details_response import DocumentDetailsResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Document ID
# example passing only required values which don't have defaults set
try:
# Document details
api_response = api_instance.details_document(id)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->details_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Document ID |
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
[Back to top] [Back to API list] [Back to README]
document_move_to_folder(id, folder_id)
Document move to folder
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Specify document ID.
folder_id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Specify folder ID.
# example passing only required values which don't have defaults set
try:
# Document move to folder
api_instance.document_move_to_folder(id, folder_id)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->document_move_to_folder: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
folder_id | str | Specify folder ID. |
void (empty response body)
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |
[Back to top] [Back to API list] [Back to README]
file_type download_document(id)
Document download
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify document ID.
watermark_color = "#FF5733" # str | HEX code (for example `#FF5733`). (optional)
watermark_font_size = 12 # int | Font size of the watermark. (optional)
watermark_opacity = 0.5 # float | In range 0.0-1.0 (optional)
watermark_text = "John Doe inc." # str | Specify watermark text. (optional)
separate_files = True # bool | Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1. (optional)
# example passing only required values which don't have defaults set
try:
# Document download
api_response = api_instance.download_document(id)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->download_document: %s\n" % e)
# example passing only required values which don't have defaults set
# and optional values
try:
# Document download
api_response = api_instance.download_document(
id,
watermark_color=watermark_color,
watermark_font_size=watermark_font_size,
watermark_opacity=watermark_opacity,
watermark_text=watermark_text,
separate_files=separate_files,
)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->download_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
watermark_color | str | HEX code (for example `#FF5733`). | [optional] |
watermark_font_size | int | Font size of the watermark. | [optional] |
watermark_opacity | float | In range 0.0-1.0 | [optional] |
watermark_text | str | Specify watermark text. | [optional] |
separate_files | bool | Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1. | [optional] |
file_type
- Content-Type: Not defined
- Accept: application/pdf, application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
400 | Bad Request | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
[Back to top] [Back to API list] [Back to README]
file_type download_protected_document(id)
Download document protected
Download a signed PDF of a completed document
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "Mebvyy3NGsGBnY2rPLkH84" # str | Specify document ID.
separate_files = True # bool | Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1. (optional)
# example passing only required values which don't have defaults set
try:
# Download document protected
api_response = api_instance.download_protected_document(id)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->download_protected_document: %s\n" % e)
# example passing only required values which don't have defaults set
# and optional values
try:
# Download document protected
api_response = api_instance.download_protected_document(
id,
separate_files=separate_files,
)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->download_protected_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
separate_files | bool | Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1. | [optional] |
file_type
- Content-Type: Not defined
- Accept: application/pdf, application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
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DocumentListResponse list_documents()
List documents
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_status_request_enum import DocumentStatusRequestEnum
from pandadoc_client.model.document_ordering_fields_enum import DocumentOrderingFieldsEnum
from pandadoc_client.model.document_list_response import DocumentListResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
completed_from = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_completed` field (ISO 8601) is greater than or equal to this value. (optional)
completed_to = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_completed` field (ISO 8601) is less than or equal to this value. (optional)
contact_id = "9FeAY2NB3C9qDdtQRb4tTL" # str | Returns results where 'contact_id' is present in document as recipient or approver (optional)
count = 50 # int | Specify how many document results to return. Default is 50 documents, maximum is 100 documents. (optional)
created_from = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_created` field (ISO 8601) is greater than or equal to this value. (optional)
created_to = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_created` field (ISO 8601) is less than this value. (optional)
deleted = True # bool | Returns only the deleted documents. (optional)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | (optional)
folder_uuid = "BhVzRcxH9Z2LgfPPGXFUBa" # str | The UUID of the folder where the documents are stored. (optional)
form_id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify the form used for documents creation. This parameter can't be used with template_id. (optional)
membership_id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Returns results where 'membership_id' is present in document as owner (should be member uuid) (optional)
metadata = ["metadata_opportunity_id=2181432","metadata_custom_key=custom_value"] # [str] | Specify metadata to filter by in the format of `metadata_{metadata-key}={metadata-value}` such as `metadata_opportunity_id=2181432`. The `metadata_` prefix is always required. (optional)
modified_from = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_modified` field (iso-8601) is greater than or equal to this value. (optional)
modified_to = "2021-10-27T15:22:23.132757Z" # str | Return results where the `date_modified` field (iso-8601) is less than this value. (optional)
order_by = DocumentOrderingFieldsEnum("name") # DocumentOrderingFieldsEnum | Specify the order of documents to return. Use `value` (for example, `date_created`) for ASC and `-value` (for example, `-date_created`) for DESC. (optional)
page = 1 # int | Specify which page of the dataset to return. (optional)
q = "Sample Document" # str | Search query. Filter by document reference number (this token is stored on the template level) or name. (optional)
status = DocumentStatusRequestEnum(12) # DocumentStatusRequestEnum | Specify the status of documents to return. * 0: document.draft * 1: document.sent * 2: document.completed * 3: document.uploaded * 4: document.error * 5: document.viewed * 6: document.waiting_approval * 7: document.approved * 8: document.rejected * 9: document.waiting_pay * 10: document.paid * 11: document.voided * 12: document.declined * 13: document.external_review (optional)
status__ne = DocumentStatusRequestEnum(12) # DocumentStatusRequestEnum | Specify the status of documents to return (exclude). * 0: document.draft * 1: document.sent * 2: document.completed * 3: document.uploaded * 4: document.error * 5: document.viewed * 6: document.waiting_approval * 7: document.approved * 8: document.rejected * 9: document.waiting_pay * 10: document.paid * 11: document.voided * 12: document.declined * 13: document.external_review (optional)
tag = "tag_1" # str | Search tag. Filter by document tag. (optional)
template_id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify the template used for documents creation. Parameter can't be used with form_id. (optional)
# example passing only required values which don't have defaults set
# and optional values
try:
# List documents
api_response = api_instance.list_documents(
completed_from=completed_from,
completed_to=completed_to,
contact_id=contact_id,
count=count,
created_from=created_from,
created_to=created_to,
deleted=deleted,
id=id,
folder_uuid=folder_uuid,
form_id=form_id,
membership_id=membership_id,
metadata=metadata,
modified_from=modified_from,
modified_to=modified_to,
order_by=order_by,
page=page,
q=q,
status=status,
status__ne=status__ne,
tag=tag,
template_id=template_id,
)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->list_documents: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
completed_from | str | Return results where the `date_completed` field (ISO 8601) is greater than or equal to this value. | [optional] |
completed_to | str | Return results where the `date_completed` field (ISO 8601) is less than or equal to this value. | [optional] |
contact_id | str | Returns results where 'contact_id' is present in document as recipient or approver | [optional] |
count | int | Specify how many document results to return. Default is 50 documents, maximum is 100 documents. | [optional] |
created_from | str | Return results where the `date_created` field (ISO 8601) is greater than or equal to this value. | [optional] |
created_to | str | Return results where the `date_created` field (ISO 8601) is less than this value. | [optional] |
deleted | bool | Returns only the deleted documents. | [optional] |
id | str | [optional] | |
folder_uuid | str | The UUID of the folder where the documents are stored. | [optional] |
form_id | str | Specify the form used for documents creation. This parameter can't be used with template_id. | [optional] |
membership_id | str | Returns results where 'membership_id' is present in document as owner (should be member uuid) | [optional] |
metadata | [str] | Specify metadata to filter by in the format of `metadata_{metadata-key}={metadata-value}` such as `metadata_opportunity_id=2181432`. The `metadata_` prefix is always required. | [optional] |
modified_from | str | Return results where the `date_modified` field (iso-8601) is greater than or equal to this value. | [optional] |
modified_to | str | Return results where the `date_modified` field (iso-8601) is less than this value. | [optional] |
order_by | DocumentOrderingFieldsEnum | Specify the order of documents to return. Use `value` (for example, `date_created`) for ASC and `-value` (for example, `-date_created`) for DESC. | [optional] |
page | int | Specify which page of the dataset to return. | [optional] |
q | str | Search query. Filter by document reference number (this token is stored on the template level) or name. | [optional] |
status | DocumentStatusRequestEnum | Specify the status of documents to return. * 0: document.draft * 1: document.sent * 2: document.completed * 3: document.uploaded * 4: document.error * 5: document.viewed * 6: document.waiting_approval * 7: document.approved * 8: document.rejected * 9: document.waiting_pay * 10: document.paid * 11: document.voided * 12: document.declined * 13: document.external_review | [optional] |
status__ne | DocumentStatusRequestEnum | Specify the status of documents to return (exclude). * 0: document.draft * 1: document.sent * 2: document.completed * 3: document.uploaded * 4: document.error * 5: document.viewed * 6: document.waiting_approval * 7: document.approved * 8: document.rejected * 9: document.waiting_pay * 10: document.paid * 11: document.voided * 12: document.declined * 13: document.external_review | [optional] |
tag | str | Search tag. Filter by document tag. | [optional] |
template_id | str | Specify the template used for documents creation. Parameter can't be used with form_id. | [optional] |
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
400 | Bad Request | - |
401 | Authentication error | - |
403 | Permission error | - |
429 | Too Many Requests | - |
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LinkedObjectListResponse list_linked_objects(id)
List Linked Objects
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.linked_object_list_response import LinkedObjectListResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Specify document ID.
# example passing only required values which don't have defaults set
try:
# List Linked Objects
api_response = api_instance.list_linked_objects(id)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->list_linked_objects: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. |
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | Success response | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
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DocumentSendResponse send_document(id, document_send_request)
Send Document
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_send_response import DocumentSendResponse
from pandadoc_client.model.document_send_request import DocumentSendRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "ZPeAfcpzr9aiVs5vqUf6jg" # str | Document ID
document_send_request = DocumentSendRequest(
message="Hello! This document was sent from the PandaDoc API",
subject="Please check this test API document from PandaDoc",
silent=True,
sender={
"key": "key_example",
},
forwarding_settings=DocumentSendRequestForwardingSettings(
forwarding_allowed=True,
forwarding_with_reassigning_allowed=True,
),
selected_approvers=DocumentSendRequestSelectedApprovers(
steps=[
DocumentSendRequestSelectedApproversSteps(
id="LzWmancTxrgfTMpsJP9Eqd",
group=DocumentSendRequestSelectedApproversGroup(
id="op9MA75HygJHiV4aeVHXCH",
type="selectable",
assignees=[
DocumentSendRequestSelectedApproversGroupAssignees(
user="tpBLrk3vJoLggypMSRt92i",
is_selected=True,
),
],
),
),
],
),
) # DocumentSendRequest |
# example passing only required values which don't have defaults set
try:
# Send Document
api_response = api_instance.send_document(id, document_send_request)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->send_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Document ID | |
document_send_request | DocumentSendRequest |
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
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DocumentStatusResponse status_document(id)
Document status
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_status_response import DocumentStatusResponse
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify document ID.
# example passing only required values which don't have defaults set
try:
# Document status
api_response = api_instance.status_document(id)
pprint(api_response)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->status_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. |
- Content-Type: Not defined
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
200 | OK | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |
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transfer_all_documents_ownership(document_transfer_all_ownership_request)
Transfer all documents ownership
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_transfer_all_ownership_request import DocumentTransferAllOwnershipRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
document_transfer_all_ownership_request = DocumentTransferAllOwnershipRequest(
from_membership_id="Dqsxp4jNnFcS63tJEgLJGN",
to_membership_id="radQBiBkU7MBk59NSgaGfd",
) # DocumentTransferAllOwnershipRequest |
# example passing only required values which don't have defaults set
try:
# Transfer all documents ownership
api_instance.transfer_all_documents_ownership(document_transfer_all_ownership_request)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->transfer_all_documents_ownership: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
document_transfer_all_ownership_request | DocumentTransferAllOwnershipRequest |
void (empty response body)
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |
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transfer_document_ownership(id, document_transfer_ownership_request)
Update document ownership
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_transfer_ownership_request import DocumentTransferOwnershipRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Specify document ID.
document_transfer_ownership_request = DocumentTransferOwnershipRequest(
membership_id="radQBiBkU7MBk59NSgaGfd",
) # DocumentTransferOwnershipRequest |
# example passing only required values which don't have defaults set
try:
# Update document ownership
api_instance.transfer_document_ownership(id, document_transfer_ownership_request)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->transfer_document_ownership: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Specify document ID. | |
document_transfer_ownership_request | DocumentTransferOwnershipRequest |
void (empty response body)
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
409 | Conflict | - |
429 | Too Many Requests | - |
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update_document(id, document_update_request)
Update Document only in the draft status
- Api Key Authentication (apiKey):
- OAuth Authentication (oauth2):
import pandadoc_client
from pandadoc_client.api import documents_api
from pandadoc_client.model.document_update_request import DocumentUpdateRequest
from pprint import pprint
# Defining the host is optional and defaults to https://api.pandadoc.com
# See configuration.py for a list of all supported configuration parameters.
configuration = pandadoc_client.Configuration(
host="https://api.pandadoc.com",
)
# The client must configure the authentication and authorization parameters
# in accordance with the API server security policy.
# Examples for each auth method are provided below, use the example that
# satisfies your auth use case.
# Configure API key authorization: apiKey
configuration.api_key['apiKey'] = 'YOUR_API_KEY'
configuration.api_key_prefix['apiKey'] = 'API-Key'
# Configure OAuth2 access token for authorization: oauth2
# configuration = pandadoc_client.Configuration(
# host="https://api.pandadoc.com",
# )
# configuration.access_token = 'YOUR_ACCESS_TOKEN'
# Enter a context with an instance of the API client
with pandadoc_client.ApiClient(configuration) as api_client:
# Create an instance of the API class
api_instance = documents_api.DocumentsApi(api_client)
id = "BhVzRcxH9Z2LgfPPGXFUBa" # str | Document ID
document_update_request = DocumentUpdateRequest(
name="Contract",
recipients=[
DocumentUpdateRequestRecipients(
id="id_example",
email="[email protected]",
phone="+14842634627",
first_name="Josh",
last_name="Ron",
delivery_methods=RicipientDeliveryMethods(
email=True,
sms=False,
),
redirect=RecipientRedirect(
is_enabled=True,
url="https://example.com",
),
),
],
fields={},
tokens=[
DocumentCreateByTemplateRequestTokens(
name="Favorite.Pet",
value="Panda",
),
],
metadata={},
pricing_tables=[
PricingTableRequest(
name="Pricing Table 1",
data_merge=True,
options={},
sections=[
PricingTableRequestSections(
title="Sample Section",
default=True,
multichoice_enabled=False,
rows=[
PricingTableRequestRows(
options=PricingTableRequestRowOptions(
qty_editable=True,
optional_selected=True,
optional=True,
),
data={},
custom_fields={},
),
],
),
],
),
],
) # DocumentUpdateRequest |
# example passing only required values which don't have defaults set
try:
# Update Document only in the draft status
api_instance.update_document(id, document_update_request)
except pandadoc_client.ApiException as e:
print("Exception when calling DocumentsApi->update_document: %s\n" % e)
Name | Type | Description | Notes |
---|---|---|---|
id | str | Document ID | |
document_update_request | DocumentUpdateRequest |
void (empty response body)
- Content-Type: application/json
- Accept: application/json
Status code | Description | Response headers |
---|---|---|
204 | No content | - |
400 | Bad Request | - |
401 | Authentication error | - |
403 | Permission error | - |
404 | Not found | - |
429 | Too Many Requests | - |