PATCH /public/v1/templates/{id}

Update a template. Currently supports updating template variables (tokens) and managing template roles.

🚧 Template status

You can only update a template in the PROCESSED status (template.PROCESSED).

After creating a new template, it usually retains a template.uploaded status for 3-5 seconds while the template syncs across PandaDoc servers. When the template is available for further API calls, the template moves to the template.PROCESSED state. Use Template Status or Webhooks to check template status.

Managing template roles

Pass a roles array to replace the full set of template roles in a single request:

Items with an existing id update that role (name, signing_order).
Items without an id create a new role.
Existing roles whose id is not in the array are deleted.

Role names must be unique within a template. Preassigned contacts and contact groups attached to roles in the template editor are preserved on updates and removed together with their role on deletion — they are not managed by this endpoint.

Servers

https://api.pandadoc.com

Path parameters

Name	Type	Required	Description
`id`	String	Yes	Template ID

Request headers

Name	Type	Required	Description
`Content-Type`	String	Yes	The media type of the request body. Default value: "application/json"

Request body fields

Name	Type	Required	Description
`roles[]`	Array	No	Replace the full set of template roles. Items with an existing `id` are updated, items without an `id` are created as new roles, and existing roles whose `id` is not present in the list are deleted.
`roles[].id`	String	No	Existing role identifier. Omit to create a new role.
`roles[].name`	String	Yes	Role name. Must be unique within the template.
`roles[].signing_order`	Integer	No	Signing order for the role. Set on every role as a contiguous sequence starting from `1` (duplicates allowed for parallel groups, e.g. `[1, 1, 2]`), or use `null` on every role for fully parallel signing.
`tokens[]`	Array	No	Create or initialize multiple CUSTOM variables with their values using tokens/values list. Template's predefined variables are read-only. Any attempts to do so will be ignored.
`tokens[].name`	String	Yes
`tokens[].value`	String	Yes

How to start integrating

Add HTTP Task to your workflow definition.
Search for the API you want to integrate with and click on the name.
- This loads the API reference documentation and prepares the Http request settings.
Click Test request to test run your request to the API and see the API's response.