delphiAx / PandaDoc API Reference / Create Document from PandaDoc Template (Full API Sample Document from PandaDoc Template)
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var
http: TChilkatHttp;
success: Integer;
json: TChilkatJsonObject;
resp: IChilkatHttpResponse;
begin
// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.
http := TChilkatHttp.Create(Self);
// 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": "Full API Sample Document from PandaDoc Template",
// "template_uuid": "{{template_id}}",
// "owner": {
// "membership_id": "{{membership_id}}"
// },
// "recipients": [
// {
// "email": "{{recipient_email}}",
// "first_name": "Josh",
// "last_name": "Ron",
// "role": "user",
// "signing_order": 1
// }
// ],
// "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": {
// "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,
// "Tax1": {
// "value": 7.5,
// "type": "percent"
// }
// },
// "custom_fields": {
// "Fluffiness": "5 / 5"
// }
// }
// ]
// }
// ]
// }
// ],
// "content_placeholders": [
// {
// "block_id": "{{block_id}}",
// "content_library_items": [
// {
// "id": "{{cli_id}}",
// "pricing_tables": [
// {
// "name": "Pricing Table 1",
// "data_merge": true,
// "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": "Placeholder Panda",
// "Price": 10,
// "QTY": 3
// }
// }
// ]
// }
// ]
// }
// ]
// },
// {
// "id": "{{cli_id_2}}",
// "recipients": [
// {
// "email": "john@example.com",
// "first_name": "John",
// "last_name": "Roe",
// "role": "Signer",
// "signing_order": 2
// }
// ],
// "fields": {
// "Date": {
// "value": "2019-12-31T00:00:00.000Z"
// }
// }
// }
// ]
// }
// ]
// }
json := TChilkatJsonObject.Create(Self);
json.UpdateString('name','Full API Sample Document from PandaDoc Template');
json.UpdateString('template_uuid','{{template_id}}');
json.UpdateString('owner.membership_id','{{membership_id}}');
json.UpdateString('recipients[0].email','{{recipient_email}}');
json.UpdateString('recipients[0].first_name','Josh');
json.UpdateString('recipients[0].last_name','Ron');
json.UpdateString('recipients[0].role','user');
json.UpdateInt('recipients[0].signing_order',1);
json.UpdateString('tokens[0].name','Favorite.Pet');
json.UpdateString('tokens[0].value','Panda');
json.UpdateString('fields."Favorite.Color".value','PandaDoc green');
json.UpdateString('fields.Delivery.value','Same Day Delivery');
json.UpdateBool('fields.Like.value',1);
json.UpdateString('fields.Date.value','2019-12-31T00:00:00.000Z');
json.UpdateString('metadata.my_favorite_pet','Panda');
json.UpdateString('tags[0]','created_via_api');
json.UpdateString('tags[1]','test_document');
json.UpdateString('images[0].name','Image 1');
json.UpdateString('images[0].urls[0]','https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png');
json.UpdateString('pricing_tables[0].name','Pricing Table 1');
json.UpdateBool('pricing_tables[0].data_merge',1);
json.UpdateString('pricing_tables[0].options.discount.type','absolute');
json.UpdateString('pricing_tables[0].options.discount.name','Discount');
json.UpdateNumber('pricing_tables[0].options.discount.value','2.26');
json.UpdateString('pricing_tables[0].sections[0].title','Sample Section');
json.UpdateBool('pricing_tables[0].sections[0].default',1);
json.UpdateBool('pricing_tables[0].sections[0].rows[0].options.optional',1);
json.UpdateBool('pricing_tables[0].sections[0].rows[0].options.optional_selected',1);
json.UpdateBool('pricing_tables[0].sections[0].rows[0].options.qty_editable',1);
json.UpdateString('pricing_tables[0].sections[0].rows[0].data.Name','Toy Panda');
json.UpdateString('pricing_tables[0].sections[0].rows[0].data.Description','Fluffy!');
json.UpdateInt('pricing_tables[0].sections[0].rows[0].data.Price',10);
json.UpdateInt('pricing_tables[0].sections[0].rows[0].data.QTY',3);
json.UpdateNumber('pricing_tables[0].sections[0].rows[0].data.Tax1.value','7.5');
json.UpdateString('pricing_tables[0].sections[0].rows[0].data.Tax1.type','percent');
json.UpdateString('pricing_tables[0].sections[0].rows[0].custom_fields.Fluffiness','5 / 5');
json.UpdateString('content_placeholders[0].block_id','{{block_id}}');
json.UpdateString('content_placeholders[0].content_library_items[0].id','{{cli_id}}');
json.UpdateString('content_placeholders[0].content_library_items[0].pricing_tables[0].name','Pricing Table 1');
json.UpdateBool('content_placeholders[0].content_library_items[0].pricing_tables[0].data_merge',1);
json.UpdateString('content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.type','absolute');
json.UpdateString('content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.name','Discount');
json.UpdateNumber('content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.value','2.26');
json.UpdateString('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].title','Sample Section');
json.UpdateBool('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].default',1);
json.UpdateBool('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.optional',1);
json.UpdateBool('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.optional_selected',1);
json.UpdateBool('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.qty_editable',1);
json.UpdateString('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.Name','Placeholder Panda');
json.UpdateInt('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.Price',10);
json.UpdateInt('content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.QTY',3);
json.UpdateString('content_placeholders[0].content_library_items[1].id','{{cli_id_2}}');
json.UpdateString('content_placeholders[0].content_library_items[1].recipients[0].email','john@example.com');
json.UpdateString('content_placeholders[0].content_library_items[1].recipients[0].first_name','John');
json.UpdateString('content_placeholders[0].content_library_items[1].recipients[0].last_name','Roe');
json.UpdateString('content_placeholders[0].content_library_items[1].recipients[0].role','Signer');
json.UpdateInt('content_placeholders[0].content_library_items[1].recipients[0].signing_order',2);
json.UpdateString('content_placeholders[0].content_library_items[1].fields.Date.value','2019-12-31T00:00:00.000Z');
http.SetRequestHeader('Authorization','API-Key {{api_key}}');
http.SetRequestHeader('Content-Type','application/json');
resp := http.PostJson3('https://api.pandadoc.com/public/v1/documents','application/json',json.ControlInterface);
if (http.LastMethodSuccess = 0) then
begin
Memo1.Lines.Add(http.LastErrorText);
Exit;
end;
Memo1.Lines.Add(IntToStr(resp.StatusCode));
Memo1.Lines.Add(resp.BodyStr);
Curl Command
curl -X POST
-H "Authorization: Bearer {{access_token}}"
-H "Authorization: API-Key {{api_key}}"
-H "Content-Type: application/json"
-d '{
"name": "Full API Sample Document from PandaDoc Template",
"template_uuid": "{{template_id}}",
"owner":{
"membership_id":"{{membership_id}}"
},
"recipients": [
{
"email": "{{recipient_email}}",
"first_name": "Josh",
"last_name": "Ron",
"role": "user",
"signing_order": 1
}
],
"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": {
"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,
"Tax1": {
"value": 7.5,
"type": "percent"
}
},
"custom_fields": {
"Fluffiness": "5 / 5"
}
}
]
}
]
}
],
"content_placeholders": [
{
"block_id": "{{block_id}}",
"content_library_items": [
{
"id": "{{cli_id}}",
"pricing_tables": [
{
"name": "Pricing Table 1",
"data_merge":true,
"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": "Placeholder Panda",
"Price": 10,
"QTY": 3
}
}
]
}
]
}
]
},
{
"id": "{{cli_id_2}}",
"recipients": [
{
"email": "john@example.com",
"first_name": "John",
"last_name": "Roe",
"role": "Signer",
"signing_order": 2
}
],
"fields": {
"Date": {
"value": "2019-12-31T00:00:00.000Z"
}
}
}
]
}
]
}'
https://api.pandadoc.com/public/v1/documents
Postman Collection Item JSON
{
"name": "Create Document from PandaDoc Template (Full API Sample 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\": \"Full API Sample Document from PandaDoc Template\",\n \"template_uuid\": \"{{template_id}}\",\n \"owner\":{\n \"membership_id\":\"{{membership_id}}\"\n },\n \"recipients\": [\n {\n \"email\": \"{{recipient_email}}\",\n \"first_name\": \"Josh\",\n \"last_name\": \"Ron\",\n \"role\": \"user\",\n \"signing_order\": 1\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 \"data_merge\":true,\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 \"Tax1\": {\n \"value\": 7.5,\n \"type\": \"percent\"\n }\n },\n \"custom_fields\": {\n \"Fluffiness\": \"5 / 5\"\n }\n }\n ]\n }\n ]\n }\n ],\n \"content_placeholders\": [\n {\n \"block_id\": \"{{block_id}}\",\n \"content_library_items\": [\n {\n \"id\": \"{{cli_id}}\",\n \"pricing_tables\": [\n {\n \"name\": \"Pricing Table 1\",\n \"data_merge\":true,\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\": \"Placeholder Panda\",\n \"Price\": 10,\n \"QTY\": 3\n }\n }\n ]\n }\n ]\n }\n ]\n },\n {\n \"id\": \"{{cli_id_2}}\",\n \"recipients\": [\n {\n \"email\": \"john@example.com\",\n \"first_name\": \"John\",\n \"last_name\": \"Roe\",\n \"role\": \"Signer\",\n \"signing_order\": 2\n }\n ],\n \"fields\": {\n \"Date\": {\n \t \"value\": \"2019-12-31T00:00:00.000Z\"\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": [
]
}
