About this integration
Document workflow platform for proposals, contracts, e-signatures, and templates. Connect it to any workflow without writing code.
You can choose from 11 triggers, 30 search modules and 91 actions. The connection type is basic or oauth authentication.
How to connect
The credential form asks for API Key, Client ID, and Client Secret.
OAuth asks you to approve Create, send, delete, and download documents; read templates and document details. before access is granted.
Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.
Enter your credentials below. WEXTL stores them encrypted and uses them only to call the API on your behalf.
You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.
Connecting PandaDoc to WEXTL®
| Field | Type | Help |
|---|---|---|
API KeyRequired | password | Your workspace API key (found under Settings > API & Integrations). Enter only the key; the 'API-Key' prefix is added automatically. |
| Field | Type | Help |
|---|---|---|
Client IDRequired | text | Client ID generated after creating your app in the Developer Dashboard (Configuration page). |
Client SecretRequired | password | Client Secret generated alongside the Client ID in the Developer Dashboard. |
- Create, send, delete, and download documents; read templates and document details.
Use it in workflow automation
Start with Watch Document Folders, then add Add Document Recipient.
The canvas below runs Watch Document Folders into Add Document Recipient — watch the video, then drop a node onto the canvas.
Select the Watch Document Folders trigger and the workflow fires automatically when the event occurs — no polling required.
Then add Add Document Recipient as the next node. Branch, filter, or hand off to other integrations from there.
The integration includes 102 ready-made modules for sales work — each run logs its inputs and outputs for debugging.
PandaDoc workflow on the canvas: Watch Document Folders then Add Document Recipient
Triggers, searches and actions
Explore the fields available for each PandaDoc trigger, search, and action — 11 triggers, 30 searchs, and 91 actions.
Triggers
Whenever something changes in the app, one of 11 available triggers can start a run immediately.
- Watch Document Folders
- Watch Documents
- Watch Forms
- Watch Library Items
- Watch Logs
Searches
30 search modules let you query the app mid-run and feed the results to the next step.
- Get AI Metadata
- Get Catalog Item
- Get Document Content
- Get Document Summary
- Get Export Task
Actions
Use 91 action modules to write data back into the app from anywhere in a run.
- Add Document Recipient
- Add DSV Items
- Add Member
- Append Library Item
- Batch AI Metadata
Explore the fields available for each PandaDoc trigger, search, and action.
Triggers
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Status | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Version | text |
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
| Field | Type |
|---|---|
ID | text |
Status | text |
Name | text |
Document ID | text |
Date Created | date |
Date Started | date |
Date Completed | date |
Created By User ID | text |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Content Date Modified | date |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Owner |
Searches
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Key | text |
Field Type | text |
Settings | object |
Value | object |
Value | text |
Acceptance Status | text |
| Field | Type |
|---|---|
Catalog ItemRequired | choice |
| Field | Type |
|---|---|
UUID | text |
Title | text |
Date Created | date |
Date Modified | date |
Created By | text |
Modified By | text |
Category ID | text |
Category Name | text |
Type | text |
| Field | Type |
|---|---|
Format | text |
Content | text |
| Field | Type |
|---|---|
Type | text |
Summary | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
ID | text |
Document ID | text |
Status | text |
DOCX Items | array |
Section Title | text |
URL | url |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
Enabled | boolean |
Delivery Method | text |
Initial Delay Days | number |
Is Recurring | boolean |
Recurrence Frequency Days | number |
| Field | Type |
|---|---|
TemplateRequired | choice |
| Field | Type |
|---|---|
Workspace Ids | array |
Workspace Ids | text |
| Field | Type |
|---|---|
Q | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Owner |
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
User | object |
ID | text |
Email | |
Action | number |
Reason | text |
Date Created | date |
Ip Address | text |
| Field | Type |
|---|---|
Email | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Email | text |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
Country | text |
State | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
UUID | text |
Date Created | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Name | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Title | text |
Value | text |
Is Filled | boolean |
Field ID | text |
Type | text |
Placeholder | text |
Assigned To | object |
ID | text |
First Name | text |
Last Name | text |
Email | text |
Phone | text |
Recipient Type | text |
Has Completed | boolean |
Signing Order | text |
Delivery Methods | text |
Redirect | text |
| Field | Type |
|---|---|
Parent | choice |
Limit | number |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
| Field | Type |
|---|---|
Template | choice |
Form | choice |
Folder | choice |
Contact | choice |
Order By | choice |
Created From | date |
Created To | date |
Deleted | boolean |
Record | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
| Field | Type |
|---|---|
Status | array |
Status | text |
Order By | choice |
Asc | boolean |
Name | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Status | text |
| Field | Type |
|---|---|
Q | text |
Record | choice |
Deleted | boolean |
Folder | choice |
Tag | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Version | text |
| Field | Type |
|---|---|
EntityRequired | choice |
Entity TypeRequired | text |
ProviderRequired | text |
Order By | text |
Owner Ids | array |
Owner Ids | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Status | text |
Date Created | text |
Template ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Provider | text |
Entity Type | text |
Entity ID | text |
Children | array |
ID | text |
Entity Type | text |
Entity ID | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
ID | text |
URL | text |
Status | number |
Request Time | text |
Response Time | text |
| Field | Type |
|---|---|
Limit | number |
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
| Field | Type |
|---|---|
Status | array |
Status | text |
Commission State | array |
Commission State | text |
Order By | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Email | |
Name | text |
Status | text |
Commission State | text |
| Field | Type |
|---|---|
Status | array |
Status | text |
Created By User ID | array |
Created By User ID | text |
Document ID | array |
Document ID | text |
Order By | choice |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Status | text |
Name | text |
Document ID | text |
Date Created | date |
Date Started | date |
Date Completed | date |
Created By User ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Limit | number |
| Field | Type |
|---|---|
UUID | text |
Name | text |
| Field | Type |
|---|---|
Timestamp From | date |
Timestamp To | date |
Limit | number |
| Field | Type |
|---|---|
Phone Number | text |
Status | text |
Opt Out Changed | date |
| Field | Type |
|---|---|
Parent | choice |
Limit | number |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
Has Folders | boolean |
Has Items | boolean |
| Field | Type |
|---|---|
Q | text |
Shared | boolean |
Deleted | boolean |
Record | choice |
Folder | choice |
Tag | array |
Tag | text |
Fields | array |
Fields | text |
Limit | number |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Content Date Modified | date |
| Field | Type |
|---|---|
Show Removed | boolean |
Limit | number |
| Field | Type |
|---|---|
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Phone Number | text |
License | text |
Is Organization Owner | boolean |
Workspaces | array |
Role | text |
Workspace ID | text |
Membership ID | text |
| Field | Type |
|---|---|
Query | text |
Order By | choice |
Types | array |
Types | text |
Billing Types | array |
Billing Types | text |
Exclude Uuids | array |
Exclude Uuids | text |
Category | choice |
No Category | boolean |
Limit | number |
| Field | Type |
|---|---|
Billing Cycle | number |
Billing Type | text |
Bundle Items Count | number |
Workspace ID | text |
Category ID | text |
Category Name | text |
Created By | text |
Cost | number |
Currency | text |
| Field | Type |
|---|---|
QRequired | text |
Limit | number |
| Field | Type |
|---|---|
Document ID | text |
Name | text |
Status | text |
Date Created | date |
Owner | object |
ID | text |
Name | text |
Email | text |
Avatar | text |
Folder | object |
ID | text |
Name | text |
Extra Fields | object |
Title | text |
Date Modified | date |
Date Of Last Action | date |
Date Sent | date |
Date First Signed | date |
Date Last Signed | date |
Date First Viewed | date |
Date Last Viewed | date |
Date Completed | date |
Date Expired | date |
Actions
| Field | Type |
|---|---|
DocumentRequired | choice |
KindRequired | choice |
| Field | Type |
|---|---|
Recipient ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
ItemsRequired | array |
NameRequired | text |
LevelRequired | number |
Page NameRequired | text |
| Field | Type |
|---|---|
Results | array |
ID | text |
Name | text |
Level | number |
Page Name | text |
Page UUID | text |
Count | number |
| Field | Type |
|---|---|
WorkspaceRequired | choice |
Notify User | boolean |
Notify Ws Admins | boolean |
UserRequired | choice |
RoleRequired | choice |
| Field | Type |
|---|---|
Member ID | text |
Workspace ID | text |
Role | text |
Email | text |
First Name | text |
Last Name | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Cli | object |
IDRequired | text |
Pages | array |
| Field | Type |
|---|---|
Cli | object |
ID | text |
Pages | array |
Block Mapping | object |
Tables | array |
Pricing Tables | array |
Images | array |
Texts | array |
| Field | Type |
|---|---|
Document IdsRequired | array |
Document Ids | text |
Field Keys | array |
Field Keys | text |
| Field | Type |
|---|---|
Count | number |
Results | array |
Document ID | text |
Status | text |
AI Metadata | object |
Retry After | number |
Description | text |
| Field | Type |
|---|---|
ItemsRequired | array |
| Field | Type |
|---|---|
ID | array |
ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
StatusRequired | choice |
Note | text |
Notify Recipients | boolean |
| Field | Type |
|---|---|
WorkspaceRequired | choice |
RoleRequired | choice |
| Field | Type |
|---|---|
Member ID | text |
Workspace ID | text |
Role | text |
Email | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
File | text |
Data | object |
StatusRequired | choice |
Note | text |
Notify Recipients | boolean |
| Field | Type |
|---|---|
DocumentRequired | choice |
File | text |
Name | text |
| Field | Type |
|---|---|
UUID | text |
Date Created | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Name | text |
| Field | Type |
|---|---|
TitleRequired | text |
Category | choice |
Sku | text |
Description | text |
Type | choice |
Bundle Items | array |
Quantity | number |
Item Or UUID | object |
Images | array |
Is Main | boolean |
Order | number |
Src | text |
Custom Fields | array |
Name | text |
Value | text |
Price ConfigurationRequired | object |
CurrencyRequired | text |
Price | number |
Cost | number |
Billing Type | text |
Billing Cycle | text |
Tiers | array |
Pricing MethodRequired | choice |
| Field | Type |
|---|---|
UUID | text |
Title | text |
Date Created | date |
Date Modified | date |
Created By | text |
Modified By | text |
Category ID | text |
Category Name | text |
Type | text |
| Field | Type |
|---|---|
Email | text |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
Country | text |
State | text |
Street Address | text |
| Field | Type |
|---|---|
ID | text |
Email | text |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
Country | text |
State | text |
| Field | Type |
|---|---|
Editor Ver | text |
Use Form Field Properties | text |
Template | choice |
Fields | object |
Images | array |
UrlsRequired | array |
NameRequired | text |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Tables | array |
NameRequired | text |
DataRequired | object |
Texts | array |
NameRequired | text |
DataRequired | text |
Detect Title Variables | boolean |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Source | text |
Name | text |
| Field | Type |
|---|---|
UUID | text |
Date Created | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Name | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Fields | array |
Field ID | text |
Merge Field | text |
TypeRequired | choice |
Assigned To | text |
Settings | object |
LayoutRequired | object |
| Field | Type |
|---|---|
Fields | array |
UUID | text |
Name | text |
Title | text |
Value | text |
Is Filled | boolean |
Field ID | text |
Type | text |
Placeholder | text |
Assigned To | object |
Layout | object |
| Field | Type |
|---|---|
NameRequired | text |
Parent | choice |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
RecipientRequired | text |
Lifetime | number |
| Field | Type |
|---|---|
ID | text |
Expires At | text |
| Field | Type |
|---|---|
Editor Ver | text |
Use Form Field Properties | text |
File | text |
Data | object |
Parse Form Fields | boolean |
Fields | object |
NameRequired | text |
Folder UUID | text |
Owner | object |
Recipients | array |
Tokens | array |
Metadata | object |
Tags | array |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
ID | text |
Document ID | text |
Status | text |
| Field | Type |
|---|---|
TemplateRequired | choice |
EmailRequired | |
Lifetime | number |
| Field | Type |
|---|---|
ID | text |
Email | |
Expires At | date |
Key | text |
Token | text |
Template ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
EmailRequired | |
Lifetime | number |
| Field | Type |
|---|---|
ID | text |
Email | |
Expires At | date |
Key | text |
Token | text |
Document ID | text |
| Field | Type |
|---|---|
File | text |
Data | object |
Name | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Status | text |
| Field | Type |
|---|---|
URL | text |
Name | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Status | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
ProviderRequired | text |
Entity TypeRequired | text |
EntityRequired | choice |
| Field | Type |
|---|---|
ID | text |
Provider | text |
Entity Type | text |
Entity ID | text |
Children | array |
ID | text |
Entity Type | text |
Entity ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Reminders | array |
Recipient ID | text |
Delivery Methods | object |
Email Customization | object |
| Field | Type |
|---|---|
Result | array |
Recipient ID | text |
SMS | object |
Email | object |
Email Customization | object |
| Field | Type |
|---|---|
File | text |
Data | object |
NameRequired | text |
Folder UUID | text |
Owner | object |
Recipients | array |
Tokens | array |
Metadata | object |
Tags | array |
Fields Mapping | object |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
UUID | text |
Links | array |
Rel | text |
Href | text |
Type | text |
| Field | Type |
|---|---|
MemberRequired | choice |
Lifetime | number |
| Field | Type |
|---|---|
Token | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Disable Invitees Notifications | boolean |
InvitationRequired | object |
Message | text |
Invitees | array |
Notary | object |
IDRequired | text |
Scheduled AtRequired | date |
Message | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | date |
Date Accepted | date |
Created By | object |
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Invitees | array |
ID | text |
Email | |
First Name | text |
Last Name | text |
Notarization Link | text |
| Field | Type |
|---|---|
Fields | array |
Fields | text |
URL | text |
Name | text |
Folder | choice |
Owner | object |
Membership ID | text |
Email | |
Metadata | object |
Tokens | array |
NameRequired | text |
ValueRequired | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Content Date Modified | date |
| Field | Type |
|---|---|
NameRequired | text |
Parent | choice |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
| Field | Type |
|---|---|
Fields | array |
Fields | text |
File | text |
Data | object |
Name | text |
Folder UUID | text |
Owner | object |
Metadata | object |
Tokens | array |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Content Date Modified | date |
| Field | Type |
|---|---|
Notify User | boolean |
Notify Ws Admins | boolean |
UserRequired | object |
Email | text |
First Name | text |
Last Name | text |
Phone Number | text |
WorkspacesRequired | array |
Workspace ID | text |
Role | choice |
LicenseRequired | choice |
| Field | Type |
|---|---|
User ID | text |
Workspaces | array |
Workspace ID | text |
Role | text |
Member ID | text |
| Field | Type |
|---|---|
NameRequired | text |
URLRequired | text |
Active | boolean |
Payload | array |
Payload | text |
TriggersRequired | array |
Triggers | text |
| Field | Type |
|---|---|
UUID | text |
Name | text |
URL | url |
Active | boolean |
Payload | array |
Payload | text |
Triggers | array |
Triggers | text |
Workspace ID | text |
Shared Key | text |
Status | text |
| Field | Type |
|---|---|
NameRequired | text |
Icon URL | text |
Settings | object |
Allow Join By Domain | boolean |
Allow Request Access | boolean |
| Field | Type |
|---|---|
ID | text |
Name | text |
| Field | Type |
|---|---|
WorkspaceRequired | choice |
| Field | Type |
|---|---|
Catalog ItemRequired | choice |
| Field | Type |
|---|---|
ContactRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
Notarization RequestRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
TemplateRequired | choice |
| Field | Type |
|---|---|
Webhook SubscriptionRequired | choice |
| Field | Type |
|---|---|
ContactRequired | choice |
| Field | Type |
|---|---|
ID | text |
Email | text |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
Country | text |
State | text |
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Autonumbering Sequence Name Prefix | text |
Folder UUID | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Content Date Modified | text |
Date Sent | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
UUID | text |
Date Created | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Name | text |
| Field | Type |
|---|---|
Content Library ItemRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Content Date Modified | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Metadata | object |
Tokens | array |
Fields | array |
| Field | Type |
|---|---|
ID | text |
URL | text |
Method | text |
Status | number |
Request Time | text |
Response Time | text |
Response Body | object |
Query Params String | text |
Query Params Object | object |
| Field | Type |
|---|---|
ID | text |
URL | text |
Method | text |
Status | number |
Request Time | text |
Response Time | text |
Response Body | object |
Query Params String | text |
Query Params Object | object |
| Field | Type |
|---|---|
MemberRequired | choice |
| Field | Type |
|---|---|
User ID | text |
Membership ID | text |
Email | text |
First Name | text |
Last Name | text |
Is Active | boolean |
Workspace | text |
Workspace Name | text |
Emails Verified | boolean |
| Field | Type |
|---|---|
TemplateRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Folder UUID | text |
Date Created | text |
Date Modified | text |
Content Date Modified | text |
Created By | object |
ID | text |
Email | text |
First Name | text |
Last Name | text |
Avatar | text |
Metadata | object |
Tokens | array |
Name | text |
Value | text |
| Field | Type |
|---|---|
UserRequired | choice |
| Field | Type |
|---|---|
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Phone Number | text |
License | text |
Is Organization Owner | boolean |
Workspaces | array |
Role | text |
Workspace ID | text |
Membership ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Expiration Date | text |
Version | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
Language | text |
Qualified Electronic Signature | boolean |
Expires In | number |
Suggest Edits | boolean |
| Field | Type |
|---|---|
DocumentRequired | choice |
Language | choice |
Qualified Electronic Signature | boolean |
Expires In | number |
Suggest Edits | boolean |
| Field | Type |
|---|---|
Language | text |
Qualified Electronic Signature | boolean |
Expires In | number |
Suggest Edits | boolean |
| Field | Type |
|---|---|
DocumentRequired | choice |
Watermark Color | text |
Watermark Font Size | number |
Watermark Opacity | number |
Watermark Text | text |
Separate Files | boolean |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
DocumentRequired | choice |
Separate Files | boolean |
| Field | Type |
|---|---|
TemplateRequired | choice |
Name | text |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Meta | object |
Source Template ID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Email | text |
Phone | text |
Delivery Methods | object |
Email | boolean |
SMS | boolean |
First Name | text |
Last Name | text |
Company | text |
Title | text |
State | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
Result | object |
Is Enabled | boolean |
Company Name | text |
eSign Disclosure Text | text |
| Field | Type |
|---|---|
Notarization RequestRequired | choice |
| Field | Type |
|---|---|
ID | text |
Status | text |
Document ID | text |
Date Created | date |
Date Started | date |
Date Completed | date |
Created By | object |
User ID | text |
Email | text |
First Name | text |
Last Name | text |
Invitees | array |
ID | text |
Email | |
First Name | text |
Last Name | text |
Signed Documents | array |
URL | text |
Document Name | text |
Size | number |
Document Type | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Currency | text |
Summary | object |
Custom Columns | object |
Discounts | object |
Fees | object |
Taxes | object |
Sections | array |
ID | text |
Name | text |
Summary | object |
Items | array |
Settings | object |
Settings | object |
Selection Type | choice |
| Field | Type |
|---|---|
ID | text |
Currency | text |
Total | text |
Summary | object |
Total | text |
Subtotal | text |
One Time Subtotal | text |
Recurring Subtotal | array |
Total Qty | text |
Discounts | object |
Taxes | object |
Fees | object |
Custom Fields | object |
Total Discount | text |
Sections | array |
ID | text |
Name | text |
Summary | object |
Columns | array |
Items | array |
Total | text |
Settings | object |
Merge Rules | array |
ID | text |
Enabled | boolean |
Action | object |
Condition | object |
Settings | object |
Selection Type | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
KindRequired | choice |
| Field | Type |
|---|---|
Recipient ID | text |
| Field | Type |
|---|---|
WorkspaceRequired | choice |
| Field | Type |
|---|---|
FolderRequired | choice |
NameRequired | text |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
| Field | Type |
|---|---|
Template FolderRequired | choice |
NameRequired | text |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Date Created | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
UUID | text |
Document UUID | text |
Status | text |
Name | text |
Sections Uuids | array |
Sections Uuids | text |
Date Created | text |
Date Modified | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Document UUID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Message | text |
Subject | text |
Silent | boolean |
Sender | object |
Membership ID | text |
Email | text |
Forwarding Settings | object |
Forwarding Allowed | boolean |
Forwarding With Reassigning Allowed | boolean |
Reply To | |
Selected Approvers | object |
Steps | array |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
UUID | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
Reminders | array |
Recipient ID | text |
Status | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Expiration Date | text |
Version | text |
UUID | text |
| Field | Type |
|---|---|
Content Library ItemRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | date |
Date Modified | date |
Version | text |
Status | text |
| Field | Type |
|---|---|
TemplateRequired | choice |
| Field | Type |
|---|---|
ID | text |
Name | text |
Date Created | text |
Date Modified | text |
Version | text |
Status | text |
| Field | Type |
|---|---|
TemplateRequired | choice |
| Field | Type |
|---|---|
Language | text |
| Field | Type |
|---|---|
TemplateRequired | choice |
Language | choice |
| Field | Type |
|---|---|
Language | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Member | choice |
| Field | Type |
|---|---|
Member | choice |
Member | choice |
| Field | Type |
|---|---|
Catalog ItemRequired | choice |
Title | text |
Category | choice |
Type | choice |
Bundle Items | array |
Quantity | number |
Item Or UUID | object |
Product Variant | object |
Sku | text |
Description | text |
Images | array |
Custom Fields | array |
Price Configuration | object |
| Field | Type |
|---|---|
UUID | text |
Title | text |
Date Created | date |
Date Modified | date |
Created By | text |
Modified By | text |
Category ID | text |
Category Name | text |
Type | text |
| Field | Type |
|---|---|
ContactRequired | choice |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
State | text |
Street Address | text |
City | text |
| Field | Type |
|---|---|
ID | text |
Email | text |
First Name | text |
Last Name | text |
Company | text |
Job Title | text |
Phone | text |
Country | text |
State | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
Name | text |
Recipients | array |
Email | text |
Phone | text |
First Name | text |
Last Name | text |
ID | text |
Delivery Methods | object |
Redirect | object |
Type | choice |
Signing Order | number |
Name | text |
Fields | object |
Tokens | array |
NameRequired | text |
ValueRequired | text |
Tags | array |
Tags | text |
Metadata | object |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Tables | array |
NameRequired | text |
DataRequired | object |
| Field | Type |
|---|---|
DocumentRequired | choice |
FieldsRequired | array |
Field IDRequired | text |
Assigned ToRequired | text |
| Field | Type |
|---|---|
DocumentRequired | choice |
EnabledRequired | boolean |
Delivery Method | choice |
Initial Delay Days | number |
Is Recurring | boolean |
Recurrence Frequency Days | number |
| Field | Type |
|---|---|
Enabled | boolean |
Delivery Method | text |
Initial Delay Days | number |
Is Recurring | boolean |
Recurrence Frequency Days | number |
| Field | Type |
|---|---|
TemplateRequired | choice |
Workspace IdsRequired | array |
Workspace Ids | text |
| Field | Type |
|---|---|
Workspace Ids | array |
Workspace Ids | text |
| Field | Type |
|---|---|
TemplateRequired | choice |
Tokens | array |
NameRequired | text |
ValueRequired | text |
Roles | array |
ID | text |
NameRequired | text |
Signing Order | number |
| Field | Type |
|---|---|
DocumentRequired | choice |
Merge Field Scope | choice |
File | text |
Data | object |
Parse Form Fields | boolean |
Fields | object |
Name | text |
RecipientsRequired | array |
Tokens | array |
Tags | array |
| Field | Type |
|---|---|
DocumentRequired | choice |
Merge Field Scope | choice |
Template | choice |
Pricing Tables | array |
NameRequired | text |
Data Merge | boolean |
Options | object |
Sections | array |
Content Placeholders | array |
Content Library Items | array |
Block IDRequired | text |
Fields | object |
Name | text |
Recipients | array |
Role | text |
Signing Order | number |
Email | text |
Phone | text |
First Name | text |
Last Name | text |
Delivery Methods | object |
Redirect | object |
Type | choice |
Verification Settings | object |
Tokens | array |
NameRequired | text |
ValueRequired | text |
| Field | Type |
|---|---|
UUID | text |
Name | text |
Document UUID | text |
Status | text |
Date Created | text |
Date Modified | text |
Date Completed | text |
Info Message | text |



