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": "9a86f46b-1939-4fc1-bb3e-39b3d0756557",
"version": 3,
"created_at": "2025-08-27T17:31:26+01:00",
"updated_at": "2025-08-27T17:31:26+01:00",
"public_pdf_url": "https://api.plannrcrm.com/document-template/46ce1ed2-43aa-4616-a74f-d37385914ec0/content/pdf?plannr_account_uuid=fd76fbf3-b4af-4dbc-b515-75b2fec65073",
"public_docx_url": "https://api.plannrcrm.com/document-template/208165c0-f88b-4f5d-ac96-61e1b2cf633d/content/docx?plannr_account_uuid=ff111a1c-a288-46f2-9b23-1fa6190c2450",
"public_sfdt_url": "https://api.plannrcrm.com/document-template/a3759e73-312e-49b2-a7f8-294ae6fe6b50/content/sfdt?plannr_account_uuid=7f7162a9-20a8-40c3-9250-e84a149ae837",
"public_preview_url": "https://api.plannrcrm.com/document-template/1d58148c-a37d-4ece-850b-9c565961c653/content/preview?plannr_account_uuid=4b04fa92-e726-4ae0-a8bb-89a410fe9b4b",
"required_dependants": {
"client-1": "client"
}
}