Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
POST
/api/v1/document-template
curl \
--request POST '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}" \
--data '{"name":"Client Service Agreement"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Client Service Agreement"
}
Response examples (201)
{
"name": "Welcome Template",
"uuid": "ca7298e9-2772-4cb0-a9fb-704a70c5331c",
"version": 3,
"created_at": "2025-04-22T13:44:19+01:00",
"updated_at": "2025-04-22T13:44:19+01:00",
"public_pdf_url": "https://plannr.valet/document-template/9a0e2f22-d0ee-4c58-ad9a-263c1d01a50b/content/pdf?plannr_account_uuid=3bbf1f9b-6a68-4907-96ba-b5b8b64d1194",
"public_docx_url": "https://plannr.valet/document-template/cf2e0b25-e8fd-4e1f-b3b8-09080ffd59e8/content/docx?plannr_account_uuid=79b85497-a9bb-4fd7-8fd3-036205783612",
"public_sfdt_url": "https://plannr.valet/document-template/42a9549f-7bf5-40c2-ad2d-a8f01cf8c8de/content/sfdt?plannr_account_uuid=30286fcd-9e5e-42f3-8ad1-868e3bb5ea9e",
"public_preview_url": "https://plannr.valet/document-template/fc845c40-c2be-4cb2-9b18-4b92f3e0502b/content/preview?plannr_account_uuid=b6acfff6-0fe7-4ba0-bf0e-5c0f393f6692",
"required_dependants": {
"client-1": "client"
}
}