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": "bafdffb3-54bb-4bfa-a25f-96eb721a7207",
      "version": 3,
      "created_at": "2025-05-14T18:27:14+01:00",
      "updated_at": "2025-05-14T18:27:14+01:00",
      "public_pdf_url": "https://plannr.valet/document-template/839d6f4b-84cb-4a93-91ae-65c7c4749a07/content/pdf?plannr_account_uuid=e70713b0-2c43-4b33-bd6e-d6ee9665c04e",
      "public_docx_url": "https://plannr.valet/document-template/33fb3b2c-d17a-4f89-8825-6ebcc2706be4/content/docx?plannr_account_uuid=55ddbcc4-2137-4c4f-9537-3b03a4e17b79",
      "public_sfdt_url": "https://plannr.valet/document-template/84bae5f6-eae3-4960-a6e9-90b34e503e9f/content/sfdt?plannr_account_uuid=7a94f6bd-6eed-4662-9534-6ad5d5598d9d",
      "public_preview_url": "https://plannr.valet/document-template/ab404cca-408c-4eb1-bf0c-0eb61770d908/content/preview?plannr_account_uuid=5ba3f811-c882-4c89-a477-48af22a292c2",
      "required_dependants": {
        "client-1": "client"
      }
    }
  ]
}