SQL Server / PandaDoc API Reference / Create Document from PandaDoc Template (Full API Sample Document from PandaDoc Template)
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-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
DECLARE @hr int
DECLARE @iTmp0 int
-- Important: Do not use nvarchar(max). See the warning about using nvarchar(max).
DECLARE @sTmp0 nvarchar(4000)
-- This example assumes the Chilkat API to have been previously unlocked.
-- See Global Unlock Sample for sample code.
DECLARE @http int
-- Use "Chilkat_9_5_0.Http" for versions of Chilkat < 10.0.0
EXEC @hr = sp_OACreate 'Chilkat.Http', @http OUT
IF @hr <> 0
BEGIN
PRINT 'Failed to create ActiveX component'
RETURN
END
DECLARE @success int
-- 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"
-- }
-- }
-- }
-- ]
-- }
-- ]
-- }
DECLARE @json int
-- Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @json OUT
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'name', 'Full API Sample Document from PandaDoc Template'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'template_uuid', '{{template_id}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'owner.membership_id', '{{membership_id}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'recipients[0].email', '{{recipient_email}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'recipients[0].first_name', 'Josh'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'recipients[0].last_name', 'Ron'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'recipients[0].role', 'user'
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'recipients[0].signing_order', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'tokens[0].name', 'Favorite.Pet'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'tokens[0].value', 'Panda'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'fields."Favorite.Color".value', 'PandaDoc green'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'fields.Delivery.value', 'Same Day Delivery'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'fields.Like.value', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'fields.Date.value', '2019-12-31T00:00:00.000Z'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'metadata.my_favorite_pet', 'Panda'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'tags[0]', 'created_via_api'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'tags[1]', 'test_document'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'images[0].name', 'Image 1'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'images[0].urls[0]', 'https://s3.amazonaws.com/pd-static-content/public-docs/pandadoc-panda-bear.png'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].name', 'Pricing Table 1'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'pricing_tables[0].data_merge', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].options.discount.type', 'absolute'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].options.discount.name', 'Discount'
EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'pricing_tables[0].options.discount.value', '2.26'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].sections[0].title', 'Sample Section'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'pricing_tables[0].sections[0].default', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'pricing_tables[0].sections[0].rows[0].options.optional', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'pricing_tables[0].sections[0].rows[0].options.optional_selected', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'pricing_tables[0].sections[0].rows[0].options.qty_editable', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.Name', 'Toy Panda'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.Description', 'Fluffy!'
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.Price', 10
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.QTY', 3
EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.Tax1.value', '7.5'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].sections[0].rows[0].data.Tax1.type', 'percent'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'pricing_tables[0].sections[0].rows[0].custom_fields.Fluffiness', '5 / 5'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].block_id', '{{block_id}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].id', '{{cli_id}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].name', 'Pricing Table 1'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].data_merge', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.type', 'absolute'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.name', 'Discount'
EXEC sp_OAMethod @json, 'UpdateNumber', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].options.discount.value', '2.26'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].title', 'Sample Section'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].default', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.optional', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.optional_selected', 1
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].options.qty_editable', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.Name', 'Placeholder Panda'
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.Price', 10
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'content_placeholders[0].content_library_items[0].pricing_tables[0].sections[0].rows[0].data.QTY', 3
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].id', '{{cli_id_2}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].recipients[0].email', 'john@example.com'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].recipients[0].first_name', 'John'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].recipients[0].last_name', 'Roe'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].recipients[0].role', 'Signer'
EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'content_placeholders[0].content_library_items[1].recipients[0].signing_order', 2
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'content_placeholders[0].content_library_items[1].fields.Date.value', '2019-12-31T00:00:00.000Z'
EXEC sp_OAMethod @http, 'SetRequestHeader', NULL, 'Authorization', 'API-Key {{api_key}}'
EXEC sp_OAMethod @http, 'SetRequestHeader', NULL, 'Content-Type', 'application/json'
DECLARE @resp int
EXEC sp_OAMethod @http, 'PostJson3', @resp OUT, 'https://api.pandadoc.com/public/v1/documents', 'application/json', @json
EXEC sp_OAGetProperty @http, 'LastMethodSuccess', @iTmp0 OUT
IF @iTmp0 = 0
BEGIN
EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
PRINT @sTmp0
EXEC @hr = sp_OADestroy @http
EXEC @hr = sp_OADestroy @json
RETURN
END
EXEC sp_OAGetProperty @resp, 'StatusCode', @iTmp0 OUT
PRINT @iTmp0
EXEC sp_OAGetProperty @resp, 'BodyStr', @sTmp0 OUT
PRINT @sTmp0
EXEC @hr = sp_OADestroy @resp
EXEC @hr = sp_OADestroy @http
EXEC @hr = sp_OADestroy @json
END
GO
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": [
]
}
