PandaDoc is a web and mobile application which helps you to send, sign and track documents online. You can learn more about the application at the web site (https://www.pandadoc.com/).
With PandaDoc's programmable API you can send a document for signing straight from your backend system, or embed a document in your web site to request a signature from your clients.
The best way to learn the API is to have a read of the tests
Once you are familiar with the API you can install PandaDoc using nuget:
Install-Package PanadaDoc
var settings = new PandaDocHttpClientSettings();
var client = new PandaDocHttpClient(settings);
var login = await client.Login(username: Username, password: Password);
client.SetBearerToken(login.Value);PandaDocHttpResponse<GetDocumentsResponse> response = await client.GetDocuments();var request = new CreateDocumentRequest
{
Name = "Sample Document",
Url = SampleDocUrl,
Recipients = new[]
{
new Models.CreateDocument.Recipient
{
Email = "jake.net@gmail.com",
FirstName = "Jake",
LastName = "Scott",
Role = "u1",
}
},
Fields = new Dictionary<string, Field>
{
{"optId", new Field {Title = "Field 1"}}
}
};
PandaDocHttpResponse<CreateDocumentResponse> response = await client.CreateDocument(request);PandaDocHttpResponse<GetDocumentResponse> response = await client.GetDocument(uuid);var sendRequest = new SendDocumentRequest
{
Message = "Please sign this document"
};
PandaDocHttpResponse<SendDocumentResponse> response = await client.SendDocument(createResponse.Value.Uuid, sendRequest);In an elevated command prompt run the following command:
netsh http add urlacl url=http://127.0.0.1:9000/ user=everyone
Signup to https://ngrok.com and download ngrok
Then in another command prompt run ngrok:
C:\Users\Jake\Downloads\ngrok>ngrok -authtoken <YOUR_AUTH_TOKEN> 9000
It should say something like this:
ngrok
Tunnel Status online
Version 1.7/1.6
Forwarding http://3730a8f6.ngrok.com -> 127.0.0.1:9000
Forwarding https://3730a8f6.ngrok.com -> 127.0.0.1:9000
Web Interface 127.0.0.1:4040
# Conn 0
Avg Conn Time 0.00ms
Now run the PandaDoc.WebhookTests web server:
C:\dev\PandaDoc\PandaDoc.WebhookTests\bin\Debug\PandaDoc.WebhookTests.exe
Then using a tool like POSTMAN send a some Http POST's to ngrok:
POST HTTP/1.1
Host: 3730a8f6.ngrok.com
Content-Type: application/json
Cache-Control: no-cache
{
"document": {
"status": "document.draft",
"name": "Sample Document",
"recipients": [
{
"first_name": "Jake",
"last_name": "Jake",
"email": "jake.net@gmail.com",
"recipient_type": "CC",
"has_completed": false,
"id": "TvCqQ9G2wrXQxG9aLWEZ5g"
}
],
"date_modified": "2014-10-27T06:47:48.888834Z",
"date_created": "2014-10-27T06:47:48.888809Z",
"id": "yA6JdcNZemdYbf73Env9jk"
},
"event": "created"
}
Open up the ngrok local web interface http://localhost:4040/ and you should see some successful inbound requests!
In the PandaDoc.WebhookTests console window you should see the following:
Listening on http://127.0.0.1:9000/
yA6JdcNZemdYbf73Env9jk