PATCH /public/v1/templates/{id}

🚧 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.

Servers

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
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

  1. Add HTTP Task to your workflow definition.
  2. 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.
  3. Click Test request to test run your request to the API and see the API's response.