PandaDoc · Schema

DocumentCreateRequest

Request body for creating a new document. A document can be created from a PandaDoc template, a remote URL, or a content library item.

Document AutomationE-SignatureDocument-ManagementDocument GenerationWebhook

Properties

Name Type Description
name string Display name for the new document.
template_uuid string Identifier of the PandaDoc template to generate the document from. Required when not providing a URL or file.
url string Publicly accessible URL of a PDF or DOCX file to use as the document source. Used when not creating from a template.
recipients array List of recipients to assign to the document.
fields object Map of field name to field value for populating document fields. Field names correspond to placeholders defined in the template.
tokens array List of token name-value pairs for substituting content placeholders in the document.
metadata object Arbitrary key-value metadata to attach to the document for reference by the integrating application.
tags array List of tags to apply to the document.
folder_uuid string Identifier of the folder in which to store the document.
View JSON Schema on GitHub

JSON Schema

pandadoc-documentcreaterequest-schema.json Raw ↑
{
  "$schema": "https://json-schema.org/draft/2020-12/schema",
  "$id": "#/components/schemas/DocumentCreateRequest",
  "title": "DocumentCreateRequest",
  "type": "object",
  "description": "Request body for creating a new document. A document can be created from a PandaDoc template, a remote URL, or a content library item.",
  "required": [
    "name"
  ],
  "properties": {
    "name": {
      "type": "string",
      "description": "Display name for the new document.",
      "example": "New Service Agreement"
    },
    "template_uuid": {
      "type": "string",
      "description": "Identifier of the PandaDoc template to generate the document from. Required when not providing a URL or file.",
      "example": "BhVzRcxH9Z2LgfPPGXFUBa"
    },
    "url": {
      "type": "string",
      "format": "uri",
      "description": "Publicly accessible URL of a PDF or DOCX file to use as the document source. Used when not creating from a template."
    },
    "recipients": {
      "type": "array",
      "description": "List of recipients to assign to the document.",
      "items": {
        "$ref": "#/components/schemas/DocumentRecipientCreateRequest"
      }
    },
    "fields": {
      "type": "object",
      "description": "Map of field name to field value for populating document fields. Field names correspond to placeholders defined in the template.",
      "additionalProperties": {
        "type": "object",
        "properties": {
          "value": {
            "description": "The value to assign to the field."
          },
          "role": {
            "type": "string",
            "description": "Role name that owns this field."
          }
        }
      }
    },
    "tokens": {
      "type": "array",
      "description": "List of token name-value pairs for substituting content placeholders in the document.",
      "items": {
        "type": "object",
        "properties": {
          "name": {
            "type": "string",
            "description": "Token placeholder name as defined in the template."
          },
          "value": {
            "type": "string",
            "description": "Replacement value for the token."
          }
        }
      }
    },
    "metadata": {
      "type": "object",
      "description": "Arbitrary key-value metadata to attach to the document for reference by the integrating application.",
      "additionalProperties": {
        "type": "string"
      }
    },
    "tags": {
      "type": "array",
      "description": "List of tags to apply to the document.",
      "items": {
        "type": "string"
      }
    },
    "folder_uuid": {
      "type": "string",
      "description": "Identifier of the folder in which to store the document."
    }
  }
}

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