Create template via API
API call to create a template.
AdminYana Martynenko
(Admin, PandaDoc)
shared this idea
Hi,
Thank you for taking the time to leave your request. We have great news – the feature you requested is already available. For more information, please click the link below!
-
Anonymous commented
I'm using PandaDoc to build an application that relies on Templates. Because of that, I need to be resilient to the case that something happens to the Template I have created (now manually) on PandaDoc. This Template contains a lot of predefined fields (in the hundreds) and I'm labelling each and every one of them specifically so that I can ingest the resulting document within another application.
Having a Templates API that would allow me to create a Template via an API would give me the resilience I need. I could have the Template always ready to be created in case anything happened to the original file. As it stands now if something was to happen to such file I'd need to recreate it manually from scratch.
-
AdminLori Nolen (Admin, PandaDoc) commented
Need these options via OPEN API: be needing endpoints for:
Creating templates
Modifying recipients
Searching contacts by email address
Rename templates