PApandadoc
Templates

Template Update

Update a template. Currently supports updating template variables (tokens) and managing template roles.

🚧 Template status

You can only update a template in the PROCESSED status (template.PROCESSED).

After creating a new template, it usually retains a template.uploaded status for 3-5 seconds while the template syncs across PandaDoc servers. When the template is available for further API calls, the template moves to the template.PROCESSED state. Use Template Status or Webhooks to check template status.

Managing template roles

Pass a roles array to replace the full set of template roles in a single request:

  • Items with an existing id update that role (name, signing_order).
  • Items without an id create a new role.
  • Existing roles whose id is not in the array are deleted.

Role names must be unique within a template. Preassigned contacts and contact groups attached to roles in the template editor are preserved on updates and removed together with their role on deletion — they are not managed by this endpoint.

patch/public/v1/templates/{id}

Request

Path parameters

idstring required

Template ID

Request body

Example request

{
  "tokens": [
    {
      "name": "Favorite.Pet",
      "value": "Panda"
    }
  ],
  "roles": [
    {
      "id": "BqL3PVsB2tPLfaSqUiQQRf",
      "name": "Client",
      "signing_order": 1
    },
    {
      "name": "Manager",
      "signing_order": 2
    }
  ]
}

Response

No content

Changes

No recorded changes to this operation across all 2 revisions of this API.