PowerBuilder / PandaDoc API Reference / Create Document in a Folder
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integer li_rc
oleobject loo_Http
integer li_Success
oleobject loo_Json
oleobject loo_Resp
// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.
loo_Http = create oleobject
// Use "Chilkat_9_5_0.Http" for versions of Chilkat < 10.0.0
li_rc = loo_Http.ConnectToNewObject("Chilkat.Http")
if li_rc < 0 then
destroy loo_Http
MessageBox("Error","Connecting to COM object failed")
return
end if
// 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": "API Sample Document from PandaDoc Template",
// "template_uuid": "{{template_id}}",
// "folder_uuid": "{{documents_folder_uuid}}",
// "recipients": [
// {
// "email": "{{recipient_email}}",
// "first_name": "Jane",
// "last_name": "Roe",
// "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": {
// "opp_id": "123456",
// "my_favorite_pet": "Panda"
// },
// "tags": [
// "created_via_api",
// "test_document"
// ],
// "pricing_tables": [
// {
// "name": "PricingTable1",
// "options": {
// "currency": "USD",
// "discount": {
// "is_global": true,
// "type": "absolute",
// "name": "Global 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"
// }
// }
// ]
// }
// ]
// }
// ]
// }
loo_Json = create oleobject
// Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
li_rc = loo_Json.ConnectToNewObject("Chilkat.JsonObject")
loo_Json.UpdateString("name","API Sample Document from PandaDoc Template")
loo_Json.UpdateString("template_uuid","{{template_id}}")
loo_Json.UpdateString("folder_uuid","{{documents_folder_uuid}}")
loo_Json.UpdateString("recipients[0].email","{{recipient_email}}")
loo_Json.UpdateString("recipients[0].first_name","Jane")
loo_Json.UpdateString("recipients[0].last_name","Roe")
loo_Json.UpdateString("recipients[0].role","user")
loo_Json.UpdateString("tokens[0].name","Favorite.Pet")
loo_Json.UpdateString("tokens[0].value","Panda")
loo_Json.UpdateString("fields.~"Favorite.Color~".value","PandaDoc green")
loo_Json.UpdateString("fields.Delivery.value","Same Day Delivery")
loo_Json.UpdateBool("fields.Like.value",1)
loo_Json.UpdateString("fields.Date.value","2019-12-31T00:00:00.000Z")
loo_Json.UpdateString("metadata.opp_id","123456")
loo_Json.UpdateString("metadata.my_favorite_pet","Panda")
loo_Json.UpdateString("tags[0]","created_via_api")
loo_Json.UpdateString("tags[1]","test_document")
loo_Json.UpdateString("pricing_tables[0].name","PricingTable1")
loo_Json.UpdateString("pricing_tables[0].options.currency","USD")
loo_Json.UpdateBool("pricing_tables[0].options.discount.is_global",1)
loo_Json.UpdateString("pricing_tables[0].options.discount.type","absolute")
loo_Json.UpdateString("pricing_tables[0].options.discount.name","Global Discount")
loo_Json.UpdateNumber("pricing_tables[0].options.discount.value","2.26")
loo_Json.UpdateString("pricing_tables[0].sections[0].title","Sample Section")
loo_Json.UpdateBool("pricing_tables[0].sections[0].default",1)
loo_Json.UpdateBool("pricing_tables[0].sections[0].rows[0].options.optional",1)
loo_Json.UpdateBool("pricing_tables[0].sections[0].rows[0].options.optional_selected",1)
loo_Json.UpdateBool("pricing_tables[0].sections[0].rows[0].options.qty_editable",1)
loo_Json.UpdateString("pricing_tables[0].sections[0].rows[0].data.name","Toy Panda")
loo_Json.UpdateString("pricing_tables[0].sections[0].rows[0].data.description","Fluffy!")
loo_Json.UpdateInt("pricing_tables[0].sections[0].rows[0].data.price",10)
loo_Json.UpdateInt("pricing_tables[0].sections[0].rows[0].data.qty",3)
loo_Json.UpdateNumber("pricing_tables[0].sections[0].rows[0].data.tax_first.value","7.5")
loo_Json.UpdateString("pricing_tables[0].sections[0].rows[0].data.tax_first.type","percent")
loo_Json.UpdateString("pricing_tables[0].sections[0].rows[0].custom_fields.Fluffiness","5 / 5")
loo_Http.SetRequestHeader("Authorization","API-Key {{api_key}}")
loo_Http.SetRequestHeader("Content-Type","application/json")
loo_Resp = loo_Http.PostJson3("https://api.pandadoc.com/public/v1/documents","application/json",loo_Json)
if loo_Http.LastMethodSuccess = 0 then
Write-Debug loo_Http.LastErrorText
destroy loo_Http
destroy loo_Json
return
end if
Write-Debug string(loo_Resp.StatusCode)
Write-Debug loo_Resp.BodyStr
destroy loo_Resp
destroy loo_Http
destroy loo_Json
Curl Command
curl -X POST
-H "Authorization: Bearer {{access_token}}"
-H "Authorization: API-Key {{api_key}}"
-H "Content-Type: application/json"
-d '{
"name": "API Sample Document from PandaDoc Template",
"template_uuid": "{{template_id}}",
"folder_uuid": "{{documents_folder_uuid}}",
"recipients": [
{
"email": "{{recipient_email}}",
"first_name": "Jane",
"last_name": "Roe",
"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":{
"opp_id": "123456",
"my_favorite_pet": "Panda"
},
"tags": [
"created_via_api",
"test_document"
],
"pricing_tables": [
{
"name": "PricingTable1",
"options": {
"currency": "USD",
"discount": {
"is_global": true,
"type": "absolute",
"name": "Global 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 in a Folder",
"event": [
{
"listen": "test",
"script": {
"type": "text/javascript",
"exec": [
"var jsonData = JSON.parse(responseBody);",
"if (jsonData.uuid !== undefined) {",
" postman.setEnvironmentVariable(\"document_id\", jsonData.uuid);",
"}"
]
}
}
],
"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\": \"API Sample Document from PandaDoc Template\",\n \"template_uuid\": \"{{template_id}}\",\n \"folder_uuid\": \"{{documents_folder_uuid}}\",\n \"recipients\": [ \n { \n \"email\": \"{{recipient_email}}\",\n \"first_name\": \"Jane\",\n \"last_name\": \"Roe\",\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 \t\"value\": \"Same Day Delivery\"\n },\n \"Like\": {\n \t\"value\": true\n },\n \"Date\": {\n \t\"value\": \"2019-12-31T00:00:00.000Z\"\n }\n },\n \"metadata\":{ \n \"opp_id\": \"123456\",\n \"my_favorite_pet\": \"Panda\"\n },\n \"tags\": [\n \"created_via_api\",\n \"test_document\"\n\t], \n \"pricing_tables\": [ \n { \n \"name\": \"PricingTable1\",\n \"options\": { \n \"currency\": \"USD\",\n \"discount\": { \n \"is_global\": true,\n \"type\": \"absolute\",\n \"name\": \"Global 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 variables: template_id and documents_folder_uuid ([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": [
]
}
