Documents & Contracts Overview

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.

Base URL

https://services.leadconnectorhq.com

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.

OAuth scopes

Scope	Access
`documents.readonly`	Read documents and templates
`documents.write`	Send and manage documents

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"

Endpoints

Method	Path	Description
`GET`	`/proposals/document`	List documents for a location
`POST`	`/proposals/document/send`	Send a document to a recipient
`GET`	`/proposals/templates`	List document templates
`POST`	`/proposals/templates/send`	Send a template to a recipient

Document statuses

Status	Description
`draft`	Document created but not yet sent
`sent`	Document delivered to recipient
`viewed`	Recipient has opened the document
`completed`	All fields filled and signed
`accepted`	Recipient accepted the document

Invoices API — Create and send invoices to contacts
Payments API — Process payments linked to signed documents
Contacts API — Look up recipients by contact ID

Invoices

Payments

Products

Store

Documents & Contracts

Base URL

Authentication

OAuth scopes

Quick start

Endpoints

Document statuses

​Base URL

​Authentication

​OAuth scopes

​Quick start

​Endpoints

​Document statuses

​Related

Base URL

Authentication

OAuth scopes

Quick start

Endpoints

Document statuses

Related