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": "a5fb35cc-ff69-4c6f-986d-077fa7f92e27",
"version": 3,
"created_at": "2025-07-17T16:23:22+01:00",
"updated_at": "2025-07-17T16:23:22+01:00",
"public_pdf_url": "https://api.plannrcrm.com/document-template/f9faeaaf-d26c-4b88-9345-050dfc377c26/content/pdf?plannr_account_uuid=620a25f6-59fe-46dc-9724-ef3c50f0c10a",
"public_docx_url": "https://api.plannrcrm.com/document-template/9247ceba-2424-4667-9cbd-2e9abf0844f0/content/docx?plannr_account_uuid=06fe2cfc-195b-46a6-a5a8-bdcb829e9aef",
"public_sfdt_url": "https://api.plannrcrm.com/document-template/be65283d-6b6b-4cc3-a723-051f1f7f2226/content/sfdt?plannr_account_uuid=56dc65ad-4f2b-4d4d-bae8-40ae20c5453d",
"public_preview_url": "https://api.plannrcrm.com/document-template/221a3bf8-02ed-457f-b95c-da29d0f9d7e2/content/preview?plannr_account_uuid=69266166-9f2d-4375-a9b6-f68e98d5549d",
"required_dependants": {
"client-1": "client"
}
}