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openapi.yaml
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openapi: 3.0.3
info:
description: PandaDoc Public API documentation
version: 6.0.0
title: PandaDoc Public API
license:
name: MIT
url: 'https://github.com/PandaDoc/pandadoc-openapi-specification/blob/main/LICENSE'
servers:
- url: 'https://api.pandadoc.com'
description: Public API
paths:
/oauth2/access_token:
post:
summary: Create/Refresh Access Token
description: ''
operationId: accessToken
tags:
- OAuth 2.0 Authentication
requestBody:
required: true
content:
application/x-www-form-urlencoded:
schema:
oneOf:
- $ref: '#/components/schemas/OAuth2CreateAccessTokenRequest'
- $ref: '#/components/schemas/OAuth2RefreshAccessTokenRequest'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/OAuth2AccessTokenResponse'
'400':
description: Bad Request
content:
application/json:
schema:
properties:
error:
type: string
example: unsupported_grant_type
/public/v1/documents:
get:
tags:
- Documents
summary: List documents
operationId: listDocuments
parameters:
- name: completed_from
in: query
schema:
type: string
format: datetime
required: false
example: '2021-10-27T15:22:23.132757Z'
description: Return results where the `date_completed` field (ISO 8601) is greater than or equal to this value.
- name: completed_to
in: query
schema:
type: string
format: datetime
required: false
description: Return results where the `date_completed` field (ISO 8601) is less than or equal to this value.
example: '2021-10-27T15:22:23.132757Z'
- name: contact_id
in: query
schema:
type: string
required: false
description: Returns results where 'contact_id' is present in document as recipient or approver
example: 9FeAY2NB3C9qDdtQRb4tTL
- name: count
in: query
schema:
type: integer
required: false
description: 'Specify how many document results to return. Default is 50 documents, maximum is 100 documents.'
example: 50
- name: created_from
in: query
schema:
type: string
format: datetime
required: false
description: Return results where the `date_created` field (ISO 8601) is greater than or equal to this value.
example: '2021-10-27T15:22:23.132757Z'
- name: created_to
in: query
schema:
type: string
format: datetime
required: false
description: Return results where the `date_created` field (ISO 8601) is less than this value.
example: '2021-10-27T15:22:23.132757Z'
- name: deleted
in: query
schema:
type: boolean
required: false
description: Returns only the deleted documents.
- name: id
in: query
schema:
type: string
description: Specify document's ID.
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: folder_uuid
in: query
schema:
type: string
required: false
description: The UUID of the folder where the documents are stored.
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: form_id
in: query
schema:
type: string
required: false
description: Specify the form used for documents creation. This parameter can't be used with template_id.
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: membership_id
in: query
schema:
type: string
required: false
description: Returns results where 'membership_id' is present in document as owner (should be member uuid)
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: metadata
in: query
style: form
explode: true
schema:
type: array
items:
type: string
required: false
description: '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.'
example:
- metadata_opportunity_id=2181432
- metadata_custom_key=custom_value
- name: modified_from
in: query
schema:
type: string
format: datetime
required: false
description: Return results where the `date_modified` field (iso-8601) is greater than or equal to this value.
example: '2021-10-27T15:22:23.132757Z'
- name: modified_to
in: query
schema:
type: string
format: datetime
required: false
description: Return results where the `date_modified` field (iso-8601) is less than this value.
example: '2021-10-27T15:22:23.132757Z'
- name: order_by
in: query
schema:
$ref: '#/components/schemas/DocumentOrderingFieldsEnum'
required: false
description: 'Specify the order of documents to return. Use `value` (for example, `date_created`) for ASC and `-value` (for example, `-date_created`) for DESC.'
example: name
- name: page
in: query
schema:
type: integer
minimum: 1
required: false
description: Specify which page of the dataset to return.
example: 1
- name: q
in: query
schema:
type: string
required: false
description: Search query. Filter by document reference number (this token is stored on the template level) or name.
example: Sample Document
- name: status
in: query
schema:
$ref: '#/components/schemas/DocumentStatusRequestEnum'
required: false
description: |
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
- name: status__ne
in: query
schema:
$ref: '#/components/schemas/DocumentStatusRequestEnum'
required: false
description: |
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
- name: tag
in: query
schema:
type: string
required: false
description: Search tag. Filter by document tag.
example: tag_1
- name: template_id
in: query
schema:
type: string
required: false
description: Specify the template used for documents creation. Parameter can't be used with form_id.
example: BhVzRcxH9Z2LgfPPGXFUBa
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentListResponse'
'400':
$ref: '#/components/responses/400RequestError'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'429':
$ref: '#/components/responses/429'
post:
tags:
- Documents
summary: Create document
operationId: createDocument
parameters:
- name: editor_ver
in: query
schema:
type: string
required: false
example: ev2
description: 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.
requestBody:
required: true
description: |
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)
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentCreateRequest'
examples:
Simple APi Sample:
summary: Simple API Sample Document from PandaDoc Template
value:
name: Simple API Sample Document from PandaDoc Template
template_uuid: onoznwTq4Y3EELMPyvucnc
recipients:
- email: [email protected]
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
data_merge: true
options:
Tax:
type: percent
name: Tax
value: 10
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:
value: 20
type: percent
custom_fields:
Fluffiness: 5 / 5
Full APi Sample:
summary: Full API Sample Document from PandaDoc Template
value:
name: 'Full API Sample Document from [PandaDoc] Template'
detect_title_variables: true
template_uuid: hryJY9mqYZHjQCYQuSjRQg
folder_uuid: QMDSzwabfFzTgjW4kUijqQ
owner:
membership_id: QMDSzwabfFzTgjW6KijHyu
recipients:
- email: [email protected]
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
data_merge: true
options:
Tax:
type: percent
name: Tax
value: 10
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:
value: 20
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: false
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: [email protected]
first_name: John
last_name: Roe
role: Signer
signing_order: 2
fields:
Date:
value: '2019-12-31T00:00:00.000Z'
multipart/form-data:
schema:
type: object
properties:
file:
type: string
format: binary
description: Binary PDF File
data:
type: object
description: JSON as a multipart/form-data string.
responses:
'201':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentCreateResponse'
'400':
$ref: '#/components/responses/400ValidationError'
'401':
$ref: '#/components/responses/401'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}':
get:
tags:
- Documents
summary: Document status
operationId: statusDocument
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: BhVzRcxH9Z2LgfPPGXFUBa
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentStatusResponse'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'429':
$ref: '#/components/responses/429'
delete:
tags:
- Documents
summary: Delete document by id
operationId: deleteDocument
parameters:
- name: id
description: Document ID
in: path
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
responses:
'204':
description: No content
'404':
$ref: '#/components/responses/404'
patch:
tags:
- Documents
summary: Update Document only in the draft status
operationId: updateDocument
parameters:
- name: id
description: Document ID
in: path
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentUpdateRequest'
responses:
'204':
description: No content
'400':
$ref: '#/components/responses/400RequestError'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/status':
patch:
tags:
- Documents
summary: Document status change
operationId: changeDocumentStatus
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: BhVzRcxH9Z2LgfPPGXFUBa
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentStatusChangeRequest'
multipart/form-data:
schema:
type: object
properties:
file:
type: string
format: binary
description: Binary attachment file
data:
type: object
description: JSON as a multipart/form-data string.
responses:
'204':
description: No content
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/details':
get:
tags:
- Documents
summary: Document details
operationId: detailsDocument
parameters:
- name: id
description: Document ID
in: path
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentDetailsResponse'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/session':
post:
tags:
- Documents
summary: Create a Document Link
operationId: createDocumentLink
parameters:
- name: id
description: Document ID
in: path
schema:
type: string
required: true
example: ZPeAfcpzr9aiVs5vqUf6jg
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentCreateLinkRequest'
responses:
'201':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentCreateLinkResponse'
'400':
$ref: '#/components/responses/400RequestError'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/send':
post:
tags:
- Documents
summary: Send Document
operationId: sendDocument
parameters:
- name: id
description: Document ID
in: path
schema:
type: string
required: true
example: ZPeAfcpzr9aiVs5vqUf6jg
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentSendRequest'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentSendResponse'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/download':
get:
tags:
- Documents
summary: Document download
operationId: downloadDocument
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: watermark_color
in: query
schema:
type: string
required: false
description: HEX code (for example `#FF5733`).
example: '#FF5733'
- name: watermark_font_size
in: query
schema:
type: integer
required: false
description: Font size of the watermark.
example: 12
- name: watermark_opacity
in: query
schema:
type: number
format: float
required: false
description: In range 0.0-1.0
example: 0.5
- name: watermark_text
in: query
schema:
type: string
required: false
description: Specify watermark text.
example: John Doe inc.
- name: separate_files
in: query
schema:
type: boolean
required: false
description: Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1.
responses:
'200':
description: OK
content:
application/pdf:
schema:
type: string
format: binary
'400':
$ref: '#/components/responses/400RequestError'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/download-protected':
get:
tags:
- Documents
summary: Download document protected
description: Download a signed PDF of a completed document
operationId: downloadProtectedDocument
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: Mebvyy3NGsGBnY2rPLkH84
- name: separate_files
in: query
schema:
type: boolean
required: false
description: Set as `true` if you want to receive a zip file with all documents in separate when document transaction contains more than 1.
responses:
'200':
description: OK
content:
application/pdf:
schema:
type: string
format: binary
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/linked-objects':
get:
tags:
- Documents
summary: List Linked Objects
operationId: listLinkedObjects
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: ZPeAfcpzr9aiVs5vqUf6jg
responses:
'200':
description: Success response
content:
application/json:
schema:
$ref: '#/components/schemas/LinkedObjectListResponse'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
post:
tags:
- Documents
summary: Create Linked Object
operationId: createLinkedObject
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: ZPeAfcpzr9aiVs5vqUf6jg
requestBody:
required: true
content:
application/json:
schema:
$ref: '#/components/schemas/LinkedObjectCreateRequest'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/LinkedObjectCreateResponse'
'400':
$ref: '#/components/responses/400RequestError'
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/linked-objects/{linked_object_id}':
delete:
tags:
- Documents
summary: Delete Linked Object
operationId: deleteLinkedObject
parameters:
- name: id
in: path
schema:
type: string
required: true
description: Specify document ID.
example: ZPeAfcpzr9aiVs5vqUf6jg
- name: linked_object_id
in: path
schema:
type: string
required: true
description: Specify linked object ID.
example: deb0d530-d759-4189-a422-8d2265e01b2e
responses:
'204':
description: No content
'401':
$ref: '#/components/responses/401'
'403':
$ref: '#/components/responses/403'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/attachments':
get:
summary: Document Attachment List
description: Return list of objects attached to particular document
operationId: listDocumentAttachments
tags:
- Document Attachments
parameters:
- name: id
in: path
description: Document UUID
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
responses:
'200':
description: OK
content:
application/json:
schema:
type: array
items:
$ref: '#/components/schemas/DocumentAttachmentResponse'
'401':
$ref: '#/components/responses/401'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
post:
summary: Document Attachment Create
description: Creates an attachment for a particular document
operationId: createDocumentAttachment
tags:
- Document Attachments
parameters:
- name: id
in: path
description: Document UUID
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
requestBody:
required: true
description: Uploads attachment to document by using Multipart Form Data
content:
multipart/form-data:
schema:
$ref: '#/components/schemas/DocumentAttachmentRequest'
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentAttachmentResponse'
'400':
$ref: '#/components/responses/400ValidationError'
'401':
$ref: '#/components/responses/401'
'404':
$ref: '#/components/responses/404'
'429':
$ref: '#/components/responses/429'
'/public/v1/documents/{id}/attachments/{attachment_id}':
get:
summary: Document Attachment Details
description: Returns details of the specific document's attachment
operationId: detailsDocumentAttachment
tags:
- Document Attachments
parameters:
- name: id
in: path
description: Document UUID
schema:
type: string
required: true
example: BhVzRcxH9Z2LgfPPGXFUBa
- name: attachment_id
in: path
description: Attachment UUID
schema:
type: string
required: true
example: 89ce2f49-10fb-4e9b-b5f3-e28be2a5c042
responses:
'200':
description: OK
content:
application/json:
schema:
$ref: '#/components/schemas/DocumentAttachmentResponse'
'401':
$ref: '#/components/responses/401'
'404':
$ref: '#/components/responses/404'
'409':
$ref: '#/components/responses/409'
'429':
$ref: '#/components/responses/429'
delete:
summary: Document Attachment Delete
description: Deletes specific document's attachment
operationId: deleteDocumentAttachment
tags:
- Document Attachments
parameters: