July 28th, 2025

New

Documents and Contracts

Documents & Contracts: Public APIs

We’re excited to announce the launch of the Documents & Contracts Public APIs! Now you can programmatically list, send, and manage your Documents and Templates with ease.

What's new?

  • List Documents: Retrieve all documents within your location.

  • Send Document: Send an existing document to contacts.

  • List Templates: Fetch all templates within your location.

  • Send Template: Create and send a document from a template in one call.

Documentation

List Documents

Send Document

List Templates

Send Template

Why we built it?

  • These APIs simplify integrating document workflows—whether you need to sync lists, automate sends, or generate on‑the‑fly documents from templates.