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The Documents & Contracts API gives you programmatic access to the document management system in HoopAI. Use it to list documents sent to contacts, send documents or templates for e-signature, track completion and payment status, and manage reusable proposal and estimate templates.

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Base URL

https://services.leadconnectorhq.com

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Authentication

All endpoints require a Bearer token and an API version header. 
Authorization: Bearer <access_token>
Version: 2021-07-28
See OAuth 2.0 to obtain an access token.

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OAuth scopes

ScopeAccess
documents.readonlyRead documents and templates
documents.writeSend and manage documents

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Quick start

List all documents for a location: 
curl -X GET "https://services.leadconnectorhq.com/proposals/document?locationId=ve9EPM428h8vShlRW1KT"   -H "Authorization: Bearer <access_token>"   -H "Version: 2021-07-28"

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Endpoints

MethodPathDescription
GET/proposals/documentList documents for a location
POST/proposals/document/sendSend a document to a recipient
GET/proposals/templatesList document templates
POST/proposals/templates/sendSend a template to a recipient

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Document statuses

StatusDescription
draftDocument created but not yet sent
sentDocument delivered to recipient
viewedRecipient has opened the document
completedAll fields filled and signed
acceptedRecipient accepted the document
Last modified on March 7, 2026