List templates - HoopAI Help Center

GET

/

proposals

/

templates

List templates

curl --request GET \
  --url https://services.leadconnectorhq.com/proposals/templates \
  --header 'Authorization: Bearer <token>' \
  --header 'Version: <version>'

const options = {
  method: 'GET',
  headers: {Authorization: 'Bearer <token>', Version: '<version>'}
};

fetch('https://services.leadconnectorhq.com/proposals/templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://services.leadconnectorhq.com/proposals/templates"

headers = {
    "Authorization": "Bearer <token>",
    "Version": "<version>"
}

response = requests.get(url, headers=headers)

print(response.text)

{
  "data": [
    {
      "_id": "685d11c371c22e636e9c04b2",
      "deleted": false,
      "version": 2,
      "name": "New Template",
      "locationId": "5rORm9p7RtxWQPzBIbTG",
      "type": "proposal",
      "updatedBy": "K9PSPnWjfNoE8DCf5LJZ",
      "isPublicDocument": true,
      "createdAt": "2025-06-26T09:24:19.305Z",
      "updatedAt": "2025-06-26T09:27:32.119Z",
      "id": "685d11c371c22e636e9c04b2",
      "documentCount": 0,
      "docFormUrl": "https://sendlink.co/documents/doc-form/685d11c371c22e636e9c04b2?locale=en_US"
    }
  ],
  "total": 2,
  "traceId": "d5656876-86a5-46fb-84df-788f1da7937a"
}

{
  "statusCode": 400,
  "message": "Bad Request"
}

Authorizations

Authorization

string

header

required

Access Token or Private Integration Token

Headers

Authorization

string

required

Access Token

Example:

"Bearer 9c48df2694a849b6089f9d0d3513efe"

Version

enum<string>

required

API Version

Available options:

2021-07-28

Query Parameters

locationId

string

required

Location Id

Example:

"jhg64gjhb436fv"

dateFrom

string

Date start from (ISO 8601)

Example:

"2025-02-03T18:30:00.000Z"

dateTo

string

Date to (ISO 8601)

Example:

"2025-02-14T18:29:59.999Z"

type

string

Comma-separated template types. Valid values: proposal, estimate, contentLibrary

Example:

"proposal,estimate"

name

string

Template Name

Example:

"Template Name"

isPublicDocument

boolean

If the docForm is a DocForm

Example:

false

userId

string

User Id, required when isPublicDocument is true

Example:

"1234567890"

limit

string

Limit

Example:

"10"

skip

string

Skip

Example:

"0"

Response

Templates fetched successfully

data

object[]

required

Array of templates

Show child attributes

total

number

required

Total number of templates

Example:

2

traceId

string

Trace ID for request tracking

Example:

"d5656876-86a5-46fb-84df-788f1da7937a"

Last modified on March 7, 2026

List templates

curl --request GET \
  --url https://services.leadconnectorhq.com/proposals/templates \
  --header 'Authorization: Bearer <token>' \
  --header 'Version: <version>'

const options = {
  method: 'GET',
  headers: {Authorization: 'Bearer <token>', Version: '<version>'}
};

fetch('https://services.leadconnectorhq.com/proposals/templates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://services.leadconnectorhq.com/proposals/templates"

headers = {
    "Authorization": "Bearer <token>",
    "Version": "<version>"
}

response = requests.get(url, headers=headers)

print(response.text)

{
  "data": [
    {
      "_id": "685d11c371c22e636e9c04b2",
      "deleted": false,
      "version": 2,
      "name": "New Template",
      "locationId": "5rORm9p7RtxWQPzBIbTG",
      "type": "proposal",
      "updatedBy": "K9PSPnWjfNoE8DCf5LJZ",
      "isPublicDocument": true,
      "createdAt": "2025-06-26T09:24:19.305Z",
      "updatedAt": "2025-06-26T09:27:32.119Z",
      "id": "685d11c371c22e636e9c04b2",
      "documentCount": 0,
      "docFormUrl": "https://sendlink.co/documents/doc-form/685d11c371c22e636e9c04b2?locale=en_US"
    }
  ],
  "total": 2,
  "traceId": "d5656876-86a5-46fb-84df-788f1da7937a"
}

{
  "statusCode": 400,
  "message": "Bad Request"
}