Get document templates

GET /api/v1/document-template
Personal access token & O auth2

Query parameters

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • sort string

    Field to sort by. Valid fields are [name, created_at, updated_at]. Negative sign to denote DESC. Defaults to 'name'.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
GET /api/v1/document-template 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/document-template' \
 --header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 --header "Content-Type: application/json" \
 --header "Accept: application/json" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Welcome Template",
      "uuid": "ad7544e8-dbaf-4fd2-84fb-cd9f79df3bf5",
      "version": 3,
      "created_at": "2025-06-05T11:39:40+01:00",
      "updated_at": "2025-06-05T11:39:40+01:00",
      "public_pdf_url": "https://plannr.valet/document-template/d5731fd5-53a2-41c2-942f-6e9f1ccf3c05/content/pdf?plannr_account_uuid=049fa14b-da8e-46b4-9792-a05ec07a7c72",
      "public_docx_url": "https://plannr.valet/document-template/d791256c-e9cb-408c-acf0-c2b25752dc97/content/docx?plannr_account_uuid=6f755d56-0b94-4c5f-9a17-48cffdf85d69",
      "public_sfdt_url": "https://plannr.valet/document-template/5069de66-c3b2-480e-bcfe-cd78330fcfd0/content/sfdt?plannr_account_uuid=987438d6-cc9c-45ca-9fb6-c0ffb363d919",
      "public_preview_url": "https://plannr.valet/document-template/9443fe4f-0384-46aa-9069-8116dc6b8657/content/preview?plannr_account_uuid=d5d65d53-dd73-4c71-9f5a-2f95a918c472",
      "required_dependants": {
        "client-1": "client"
      }
    }
  ]
}