Create a document template
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
POST
/api/v1/document-template
curl \
-X POST https://api.plannrcrm.com/api/v1/document-template \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
-d '{"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": "85afbfd1-0141-4491-8fca-d6d8a08b0b94",
"version": 3,
"created_at": "2025-01-12T12:55:58+00:00",
"updated_at": "2025-01-12T12:55:58+00:00",
"public_pdf_url": "https://plannr.valet/document-template/646667d6-a203-4bbc-963a-fa3c17d5ad07/content/pdf?plannr_account_uuid=c2499d29-1782-4baf-b348-ce473579a622",
"public_docx_url": "https://plannr.valet/document-template/2e73b063-7e8c-4ab7-b3e0-5932853f354e/content/docx?plannr_account_uuid=01984d6e-f6d8-4784-b574-1ad236e7a9d9",
"public_sfdt_url": "https://plannr.valet/document-template/80bb511c-01ae-46b8-aaec-35a1a790b0f0/content/sfdt?plannr_account_uuid=9f4d583e-9a9d-4c59-8488-17f9fbbb947d",
"public_preview_url": "https://plannr.valet/document-template/a204a137-591e-48ce-9526-42fc8ab339f7/content/preview?plannr_account_uuid=64ca2828-f65b-42d3-a1b1-d7995ff3973b",
"required_dependants": {
"client-1": "client"
}
}