PandaDoc

PandaDoc gem is a simple wrapper for PandaDoc.com API. Please check the official API documenation for more details.

Installation

Add this line to your application's Gemfile:

gem 'panda_doc'

And then execute:

$ bundle

Or install it yourself as:

$ gem install panda_doc

Configuration

Both API-Key and oAuth2.0 access token authentications are supported.

PandaDoc.configure do |config|
  config.api_key = "api key"
end

PandaDoc.configure do |config|
  config.access_token = "an access token"
end

Usage

Every response wrapped into a ruby object with values coerced in corresponding types.

Creating a document

document = PandaDoc::Document.create(
  name: "Sample Document",
  url: "url_to_a_document",
  recipients: [
    {
      email: "[email protected]",
      first_name: "John",
      last_name: "Appleseed",
      role: "Signer",
      default: false
    }
  ],
  fields: {
    field_id: {
      title: "Field 1"
    }
  }
)

document.uuid # => "oovHPtkwDqEAvaKmdud"
document.name # => "Sample Document"
document.status # => "uploaded"
document.created_at # => #<DateTime: 2016-02-03T14:56:21-08:00>
document.updated_at # => #<DateTime: 2016-02-03T14:56:21-08:00>

Creating a document from attached file (API)

file = UploadIO.new("/path/to/file.pdf", "application/pdf")

document = PandaDoc::Document.create(
  name: "Sample Document",
  file: file,
  recipients: [
    {
      email: "[email protected]",
      first_name: "John",
      last_name: "Appleseed",
      role: "Signer",
      default: false
    }
  ],
  fields: {
    field_id: {
      title: "Field 1"
    }
  }
)

Creating a document from a template (API)

document = PandaDoc::Document.create(
  name: "Sample Document",
  template_uuid: "uuid_of_the_template",
  recipients: [
    {
      email: "[email protected]",
      first_name: "John",
      last_name: "Appleseed",
      role: "Signer",
      default: false
    }
  ],
  tokens: [
    { name: "Token.Name", value: "Token Value" },
    { name: "Token.AnotherName", value: "2021" }
  ],
  fields: {
    field_id: {
      value: "Field 1"
    }
  }
)

Getting a document status (API)

document = PandaDoc::Document.find("UUID")

document.status       # => "draft"
document.updated_at   # => <DateTime: 2016-02-03T17:41:00-08:00>

Getting a document details (API)

document = PandaDoc::Document.details("UUID")

document.tokens
=> [#<PandaDoc::Objects::Token name="Token.Name" value="Token Value">,
    #<PandaDoc::Objects::Token name="token.another_name" value="2021">]

document.fields
=> [#<PandaDoc::Objects::Field uuid="...>,
    #<PandaDoc::Objects::Field uuid="...>]

Sending a document (API)

PandaDoc::Document.send("UUID", message: "A message to include into the email")

Creating a View Session

session = PandaDoc::Document.session("UUID",
  recipient: "[email protected]",
  lifetime: 300
)

session.id # => "adssdAvyDXBS"
session.expires_at # => #<DateTime: 2016-02-03T14:56:21-08:00>

Downloading a document (API)

response = PandaDoc::Document.download("uuid")
file = File.open("document.pdf", "w") do |f|
  response.body
end

Error handling

If an error occurs during an API request it will be wrapped into a plain ruby object as well.

begin
  PandaDoc::Document.create(name: "Sample Document")
rescue PandaDoc::FailureResult => e
  puts e.detail
  puts e.response
end

Debugging

You can configure a logger if you need to debug your requests/responses

require 'logger'
PandaDoc.configure do |config|
  config.logger = Logger.new(STDOUT)
end

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and tags, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/opti/panda_doc.

1. Fork it ( https://github.com/opti/panda_doc/fork )
2. Create your feature branch (git checkout -b my-new-feature)
3. Commit your changes (git commit -am 'Add some feature')
4. Push to the branch (git push origin my-new-feature)
5. Create a new Pull Request

License

The gem is available as open source under the terms of the MIT License.