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": "cae8201f-95dc-4b84-bfc3-a17a036838cf",
"version": 3,
"created_at": "2025-10-08T10:40:15+01:00",
"updated_at": "2025-10-08T10:40:15+01:00",
"public_pdf_url": "https://api.plannrcrm.com/document-template/b1fd490a-142a-438b-9e84-fada669bb536/content/pdf?plannr_account_uuid=4246b2d1-4a12-40b7-87c0-fb676d53ec1c",
"public_docx_url": "https://api.plannrcrm.com/document-template/e0ab0143-ee65-4d26-9733-b54514a7d4b2/content/docx?plannr_account_uuid=0f05fbae-8cf3-44f9-80df-d5cd82a2d076",
"public_sfdt_url": "https://api.plannrcrm.com/document-template/dfa34354-7836-4ed6-b1e6-cb3b12cd1f3e/content/sfdt?plannr_account_uuid=8e9b48c9-b04e-4669-98dd-a6a62e00f6e9",
"public_preview_url": "https://api.plannrcrm.com/document-template/e84b0546-cf6b-4b5b-b7bf-b2be0af049dc/content/preview?plannr_account_uuid=1d01cc32-c389-4f6e-9e9c-00da594a9c79",
"required_dependants": {
"client-1": "client"
}
}