# Send template POST https://services.leadconnectorhq.com/proposals/templates/send Send template to a client ## Authentication Send `Authorization: Bearer ` using any one of: - **Sub-Account token: OAuth access token or Private Integration Token.** No scopes required. - **Agency token: OAuth access token or Private Integration Token.** No scopes required. ## Parameters ### Header Parameters | Name | Type | Required | Description | |------|------|----------|-------------| | `Version` | string | Yes | API Version | ## OpenAPI Specification ```json { "openapi": "3.0.0", "info": { "title": "LeadConnector API", "version": "v3" }, "servers": [ { "url": "https://services.leadconnectorhq.com" } ], "paths": { "/proposals/templates/send": { "post": { "summary": "Send template", "operationId": "sendTemplate", "description": "Send template to a client", "parameters": [ { "name": "Version", "in": "header", "description": "API Version", "required": true, "schema": { "type": "string", "enum": [ "v3" ] } } ], "requestBody": { "required": true, "content": { "application/json": { "schema": { "$ref": "#/components/schemas/SendDocumentFromPublicApiBodyDto" } } } }, "responses": { "200": { "description": "Document sent successfully", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/SendTemplateResponseDto" } } } }, "400": { "description": "Unprocessable Entity", "content": { "application/json": { "schema": { "$ref": "#/components/schemas/BadRequestDTO" } } } } }, "security": [ { "Location-Access": [] }, { "Agency-Access": [] } ] } } }, "components": { "securitySchemes": { "bearer": { "scheme": "bearer", "bearerFormat": "JWT", "name": "Authorization", "in": "header", "description": "Use the Access Token generated with user type as Sub-Account (OR) Private Integration Token of Sub-Account.", "type": "http" }, "Location-Access": { "scheme": "bearer", "bearerFormat": "JWT", "name": "Authorization", "in": "header", "description": "Use the Access Token generated with user type as Sub-Account (OR) Private Integration Token of Sub-Account.", "type": "http" }, "Agency-Access": { "scheme": "bearer", "bearerFormat": "JWT", "name": "Authorization", "in": "header", "description": "Use the Access Token generated with user type as Agency (OR) Private Integration Token of Agency.", "type": "http" }, "Location-Access-Only": { "scheme": "bearer", "bearerFormat": "JWT", "name": "Authorization", "in": "header", "description": "Use the Access Token generated with user type as Sub-Account.", "type": "http" } }, "schemas": { "SendDocumentFromPublicApiBodyDto": { "type": "object", "properties": { "templateId": { "type": "string", "description": "Template Id", "example": "hTlkh7t8gujsahgg93" }, "userId": { "type": "string", "description": "User Id", "example": "hTlkh7t8gujsahgg93" }, "sendDocument": { "type": "boolean", "description": "Send Document", "example": true }, "locationId": { "type": "string", "description": "Location Id", "example": "hTlkh7t8gujsahgg93" }, "contactId": { "type": "string", "description": "Contact Id", "example": "hTlkh7t8gujsahgg93" }, "opportunityId": { "type": "string", "description": "Opportunity Id", "example": "hTlkh7t8gujsahgg93" } }, "required": [ "templateId", "userId", "locationId", "contactId" ], "title": "SendDocumentFromPublicApiBodyDto" }, "SendTemplateResponseDto": { "type": "object", "properties": { "success": { "type": "boolean", "description": "Success status", "example": true }, "links": { "description": "Links for all recipients", "type": "array", "items": { "type": "object", "properties": { "referenceId": { "type": "string", "description": "Reference ID", "example": "550e8400-e29b-41d4-a716-446655440000" }, "documentId": { "type": "string", "description": "Document ID", "example": "c1e87a91-93b2-4b78-821f-85cf0e1f925b" }, "recipientId": { "type": "string", "description": "Recipient ID", "example": "u240JcS0E5qE0ziHnwMm" }, "entityName": { "type": "string", "enum": [ "contacts", "users" ], "description": "Entity name that the recipient belongs to", "example": "contacts" }, "recipientCategory": { "type": "string", "enum": [ "recipient", "cc", "bcc" ], "description": "Recipient category (recipient, cc, or bcc)", "example": "recipient" }, "documentRevision": { "type": "number", "description": "Document revision number", "example": 1 }, "createdBy": { "type": "string", "description": "Created by user ID", "example": "b6d8fa28-1112-4dc7-b9d2-f22b75a477ea" }, "deleted": { "type": "boolean", "description": "Whether the document is deleted", "example": false } }, "required": [ "referenceId", "documentId", "recipientId", "entityName", "recipientCategory", "documentRevision", "createdBy", "deleted" ], "title": "ProposalEstimateLinksDto" } } }, "required": [ "success", "links" ], "title": "SendTemplateResponseDto" }, "BadRequestDTO": { "type": "object", "properties": { "statusCode": { "type": "number", "example": 400 }, "message": { "type": "string", "example": "Bad Request" } }, "title": "BadRequestDTO" } } } } ``` ## Code Examples **cURL** ```bash curl -L -X POST 'https://services.leadconnectorhq.com/proposals/templates/send' \ -H 'Authorization: Bearer ' \ -H 'Version: v3' \ -H 'Content-Type: application/json' \ --data-raw '{ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }' ``` **Node.js** ```javascript const options = { method: 'POST', headers: { Authorization: 'Bearer ', Version: 'v3', 'Content-Type': 'application/json' }, body: JSON.stringify({ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }) }; try { const response = await fetch('https://services.leadconnectorhq.com/proposals/templates/send', options); const data = await response.json(); console.log(data); } catch (error) { console.error(error); } ``` **Python** ```python import requests url = "https://services.leadconnectorhq.com/proposals/templates/send" headers = { "Authorization": "Bearer ", "Version": "v3" } payload = { "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" } response = requests.post(url, json=payload, headers=headers) print(response.json()) ``` **PHP** ```php 'https://services.leadconnectorhq.com/proposals/templates/send', CURLOPT_RETURNTRANSFER => true, CURLOPT_CUSTOMREQUEST => 'POST', CURLOPT_HTTPHEADER => [ 'Authorization: Bearer ', 'Version: v3', 'Content-Type: application/json', ], CURLOPT_POSTFIELDS => '{ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }', ]); $response = curl_exec($curl); curl_close($curl); echo $response; ``` **Java** ```java HttpResponse response = Unirest .post("https://services.leadconnectorhq.com/proposals/templates/send") .header("Authorization", "Bearer ") .header("Version", "v3") .header("Content-Type", "application/json") .body("{\"templateId\":\"hTlkh7t8gujsahgg93\",\"userId\":\"hTlkh7t8gujsahgg93\",\"sendDocument\":true,\"locationId\":\"hTlkh7t8gujsahgg93\",\"contactId\":\"hTlkh7t8gujsahgg93\",\"opportunityId\":\"hTlkh7t8gujsahgg93\"}") .asString(); ``` **Go** ```go package main import ( "fmt" "net/http" "io" "strings" ) func main() { url := "https://services.leadconnectorhq.com/proposals/templates/send" payload := strings.NewReader(`{ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }`) req, _ := http.NewRequest("POST", url, payload) req.Header.Add("Authorization", "Bearer ") req.Header.Add("Version", "v3") res, _ := http.DefaultClient.Do(req) defer res.Body.Close() body, _ := io.ReadAll(res.Body) fmt.Println(string(body)) } ``` **Ruby** ```ruby require 'uri' require 'net/http' url = URI("https://services.leadconnectorhq.com/proposals/templates/send") http = Net::HTTP.new(url.host, url.port) http.use_ssl = true request = Net::HTTP::Post.new(url) request["Authorization"] = "Bearer " request["Version"] = "v3" request["Content-Type"] = "application/json" request.body = '{ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }' response = http.request(request) puts response.read_body ``` **PowerShell** ```powershell $headers = @{ "Authorization" = "Bearer " "Version" = "v3" } $body = '{ "templateId": "hTlkh7t8gujsahgg93", "userId": "hTlkh7t8gujsahgg93", "sendDocument": true, "locationId": "hTlkh7t8gujsahgg93", "contactId": "hTlkh7t8gujsahgg93", "opportunityId": "hTlkh7t8gujsahgg93" }' $response = Invoke-RestMethod -Uri 'https://services.leadconnectorhq.com/proposals/templates/send' -Method 'POST' -Headers $headers -Body $body -ContentType 'application/json' $response | ConvertTo-Json ```