POST
/api/v1/document-template
curl \
--request POST 'https://api.plannrcrm.com/api/v1/document-template' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"name":"Client Service Agreement"}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Client Service Agreement"
}
Response examples (201)
{
"name": "Welcome Template",
"uuid": "21ee35f6-dbd1-47dc-ab4d-179c0ab5bb5f",
"version": 3,
"created_at": "2025-10-24T10:34:19+01:00",
"updated_at": "2025-10-24T10:34:19+01:00",
"public_pdf_url": "https://api.plannrcrm.com/document-template/0f7bee77-bc50-499e-88fb-3f5937ef2640/content/pdf?plannr_account_uuid=dfb264db-dd4b-4eb5-b6dd-35dd18838342",
"public_docx_url": "https://api.plannrcrm.com/document-template/701cd9e1-4a0a-4e15-98df-38473a6ecbaf/content/docx?plannr_account_uuid=238813e5-ff0e-4b81-bf4f-4bd42c6a261b",
"public_sfdt_url": "https://api.plannrcrm.com/document-template/5cc25c82-3b63-4b45-a117-66807fbcec53/content/sfdt?plannr_account_uuid=35a51032-2774-4e47-bd14-8718a3ef0064",
"public_preview_url": "https://api.plannrcrm.com/document-template/632079bc-a94f-4a8a-af62-63ef68245e87/content/preview?plannr_account_uuid=72909c69-d759-44c0-ab05-acf24cf5b692",
"required_dependants": {
"client-1": "client"
}
}