DataFlex / PandaDoc API Reference / Create Document from PandaDoc Template
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Use ChilkatAx-9.5.0-win32.pkg
Procedure Test
Handle hoHttp
Boolean iSuccess
Variant vJson
Handle hoJson
Variant vResp
Handle hoResp
String sTemp1
Integer iTemp1
Boolean bTemp1
// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.
Get Create (RefClass(cComChilkatHttp)) To hoHttp
If (Not(IsComObjectCreated(hoHttp))) Begin
Send CreateComObject of hoHttp
End
// Use this online tool to generate code from sample JSON: Generate Code to Create JSON
// The following JSON is sent in the 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",
// "options": {
// "discount": {
// "type": "absolute",
// "name": "Discount",
// "value": 2.26
// }
// },
// "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_first": {
// "value": 7.5,
// "type": "percent"
// }
// },
// "custom_fields": {
// "Fluffiness": "5 / 5"
// }
// }
// ]
// }
// ]
// }
// ]
// }
Get Create (RefClass(cComChilkatJsonObject)) To hoJson
If (Not(IsComObjectCreated(hoJson))) Begin
Send CreateComObject of hoJson
End
Get ComUpdateString Of hoJson "name" "Simple API Sample Document from PandaDoc Template" To iSuccess
Get ComUpdateString Of hoJson "template_uuid" "{{template_id}}" To iSuccess
Get ComUpdateString Of hoJson "recipients[0].email" "{{recipient_email}}" To iSuccess
Get ComUpdateString Of hoJson "recipients[0].first_name" "Josh" To iSuccess
Get ComUpdateString Of hoJson "recipients[0].last_name" "Ron" To iSuccess
Get ComUpdateString Of hoJson "recipients[0].role" "user" To iSuccess
Get ComUpdateString Of hoJson "tokens[0].name" "Favorite.Pet" To iSuccess
Get ComUpdateString Of hoJson "tokens[0].value" "Panda" To iSuccess
Get ComUpdateString Of hoJson 'fields."Favorite.Color".value' "PandaDoc green" To iSuccess
Get ComUpdateString Of hoJson "fields.Delivery.value" "Same Day Delivery" To iSuccess
Get ComUpdateBool Of hoJson "fields.Like.value" True To iSuccess
Get ComUpdateString Of hoJson "fields.Date.value" "2019-12-31T00:00:00.000Z" To iSuccess
Get ComUpdateString Of hoJson "metadata.my_favorite_pet" "Panda" To iSuccess
Get ComUpdateString Of hoJson "tags[0]" "created_via_api" To iSuccess
Get ComUpdateString Of hoJson "tags[1]" "test_document" To iSuccess
Get ComUpdateString Of hoJson "images[0].name" "Image 1" To iSuccess
Get ComUpdateString Of hoJson "images[0].urls[0]" "https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].name" "Pricing Table 1" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].options.discount.type" "absolute" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].options.discount.name" "Discount" To iSuccess
Get ComUpdateNumber Of hoJson "pricing_tables[0].options.discount.value" "2.26" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].sections[0].title" "Sample Section" To iSuccess
Get ComUpdateBool Of hoJson "pricing_tables[0].sections[0].default" True To iSuccess
Get ComUpdateBool Of hoJson "pricing_tables[0].sections[0].rows[0].options.optional" True To iSuccess
Get ComUpdateBool Of hoJson "pricing_tables[0].sections[0].rows[0].options.optional_selected" True To iSuccess
Get ComUpdateBool Of hoJson "pricing_tables[0].sections[0].rows[0].options.qty_editable" True To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].sections[0].rows[0].data.name" "Toy Panda" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].sections[0].rows[0].data.description" "Fluffy!" To iSuccess
Get ComUpdateInt Of hoJson "pricing_tables[0].sections[0].rows[0].data.price" 10 To iSuccess
Get ComUpdateInt Of hoJson "pricing_tables[0].sections[0].rows[0].data.qty" 3 To iSuccess
Get ComUpdateNumber Of hoJson "pricing_tables[0].sections[0].rows[0].data.tax_first.value" "7.5" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].sections[0].rows[0].data.tax_first.type" "percent" To iSuccess
Get ComUpdateString Of hoJson "pricing_tables[0].sections[0].rows[0].custom_fields.Fluffiness" "5 / 5" To iSuccess
Send ComSetRequestHeader To hoHttp "Authorization" "API-Key {{api_key}}"
Send ComSetRequestHeader To hoHttp "Content-Type" "application/json"
Get pvComObject of hoJson to vJson
Get ComPostJson3 Of hoHttp "https://api.pandadoc.com/public/v1/documents" "application/json" vJson To vResp
If (IsComObject(vResp)) Begin
Get Create (RefClass(cComChilkatHttpResponse)) To hoResp
Set pvComObject Of hoResp To vResp
End
Get ComLastMethodSuccess Of hoHttp To bTemp1
If (bTemp1 = False) Begin
Get ComLastErrorText Of hoHttp To sTemp1
Showln sTemp1
Procedure_Return
End
Get ComStatusCode Of hoResp To iTemp1
Showln iTemp1
Get ComBodyStr Of hoResp To sTemp1
Showln sTemp1
Send Destroy of hoResp
End_Procedure
Curl Command
curl -X POST
-H "Authorization: Bearer {{access_token}}"
-H "Authorization: API-Key {{api_key}}"
-H "Content-Type: application/json"
-d '{
"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",
"options": {
"discount": {
"type": "absolute",
"name": "Discount",
"value": 2.26
}
},
"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_first": {
"value": 7.5,
"type": "percent"
}
},
"custom_fields": {
"Fluffiness": "5 / 5"
}
}
]
}
]
}
]
}'
https://api.pandadoc.com/public/v1/documents
Postman Collection Item JSON
{
"name": "Create Document from PandaDoc Template",
"event": [
{
"listen": "test",
"script": {
"exec": [
"var jsonData = JSON.parse(responseBody);",
"if (jsonData.uuid !== undefined) {",
" postman.setEnvironmentVariable(\"document_id\", jsonData.uuid);",
"}"
],
"type": "text/javascript"
}
}
],
"request": {
"method": "POST",
"header": [
{
"key": "Authorization",
"value": "Bearer {{access_token}}",
"disabled": true
},
{
"key": "Authorization",
"value": "API-Key {{api_key}}",
"type": "text"
},
{
"key": "Content-Type",
"value": "application/json"
}
],
"body": {
"mode": "raw",
"raw": "{\n \"name\": \"Simple API Sample Document from PandaDoc Template\",\n \"template_uuid\": \"{{template_id}}\",\n \"recipients\": [\n {\n \"email\": \"{{recipient_email}}\",\n \"first_name\": \"Josh\",\n \"last_name\": \"Ron\",\n \"role\": \"user\"\n }\n ],\n \"tokens\": [\n {\n \"name\": \"Favorite.Pet\",\n \"value\": \"Panda\"\n }\n ],\n \"fields\": {\n \"Favorite.Color\": {\n \"value\": \"PandaDoc green\"\n },\n \"Delivery\": {\n \"value\": \"Same Day Delivery\"\n },\n \"Like\": {\n \"value\": true\n },\n \"Date\": {\n \"value\": \"2019-12-31T00:00:00.000Z\"\n }\n },\n \"metadata\": {\n \"my_favorite_pet\": \"Panda\"\n },\n \"tags\": [\n \"created_via_api\",\n \"test_document\"\n ],\n \"images\": [\n {\n \"name\": \"Image 1\",\n \"urls\": [\n \"https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png\"\n ]\n }\n ],\n \"pricing_tables\": [\n {\n \"name\": \"Pricing Table 1\",\n \"options\": {\n \"discount\": {\n \"type\": \"absolute\",\n \"name\": \"Discount\",\n \"value\": 2.26\n }\n },\n \"sections\": [\n {\n \"title\": \"Sample Section\",\n \"default\": true,\n \"rows\": [\n {\n \"options\": {\n \"optional\": true,\n \"optional_selected\": true,\n \"qty_editable\": true\n },\n \"data\": {\n \"name\": \"Toy Panda\",\n \"description\": \"Fluffy!\",\n \"price\": 10,\n \"qty\": 3,\n \"tax_first\": {\n \"value\": 7.5,\n \"type\": \"percent\"\n }\n },\n \"custom_fields\": {\n \"Fluffiness\": \"5 / 5\"\n }\n }\n ]\n }\n ]\n }\n ]\n}"
},
"url": {
"raw": "https://api.pandadoc.com/public/v1/documents",
"protocol": "https",
"host": [
"api",
"pandadoc",
"com"
],
"path": [
"public",
"v1",
"documents"
]
},
"description": "Provide value to variable: template_id ([Postman environments](https://www.getpostman.com/docs/postman/environments_and_globals/manage_environments) is great for it).\n\nFor details and the sample template go to [https://developers.pandadoc.com/v1/reference#create-document-from-pandadoc-template](https://developers.pandadoc.com/v1/reference#create-document-from-pandadoc-template).\n\nFor details of document creation in general go to [https://developers.pandadoc.com/v1/reference#new-document](https://developers.pandadoc.com/v1/reference#new-document)."
},
"response": [
]
}
