Templates

Reusable starting points for deal rooms, documents, proposals, mutual action plans and emails. The list holds the organization's own templates and Closepact's built-in library, which every organization shares.

Endpoints

GET/templates
POST/templates
GET/templates/{template}

List templates

GET/templates

Scope read

Active templates — the organization's own and Closepact's built-in library — most used first, a page at a time. Each carries a preview (how many content rows it holds, per section); add include_content=1 to get the full content as well, or fetch one with GET /templates/{template}.

curl 'https://api.closepact.com/v1/api/templates' \
  -H "Authorization: Bearer $CLOSEPACT_API_KEY"

Response · 200

{
  "data": [
    {
      "id": "01a14f90-5d2c-7a18-9e3b-4c6d8f0a2b71",
      "name": "Serviceavtal – fastighetsskötsel",
      "type": "room",
      "scope": "organization",
      "is_built_in": false,
      "description": "Rum för nya serviceavtal: offert, avtal för signering och tidplan för uppstart.",
      "is_active": true,
      "usage_count": 37,
      "last_used_at": "2026-10-12T08:10:55+00:00",
      "created_at": "2026-03-02T09:30:00+00:00",
      "preview": {
        "sections": {
          "overview": 1,
          "documents": 2,
          "pricing": 1
        },
        "content_count": 4,
        "has_branding": true
      }
    }
  ],
  "links": {
    "first": null,
    "last": null,
    "prev": null,
    "next": null
  },
  "meta": {
    "path": "https://api.closepact.com/v1/api/templates",
    "per_page": 25,
    "next_cursor": null,
    "prev_cursor": null
  }
}

Query parameters

filter[type]string
Only templates of this type. Repeat as filter[type][] for several.
One ofroomdocumentproposalmapemail
qstring
Case-insensitive match anywhere in the name.
Example Serviceavtal
include_contentboolean
Include each template's full content.
Default false
limitinteger
Items per page. Values outside 1–100 are clamped.
Default 251–100
cursorstring
Opaque cursor from meta.next_cursor or meta.prev_cursor of the previous page.

Responses

Headers
- X-RateLimit-Limit — Requests this key may make per minute.
- X-RateLimit-Remaining — Requests left in the current minute.
- dataarray of objectsrequired
  idstring(uuid)required
  namestringrequired
  is_built_inbooleanrequired
  True for a Closepact library template shared by every organization. It can be used but not deleted.
  typestringrequired
  What it makes: a deal room, a document, a proposal, a mutual action plan, or an email.
  One ofroomdocumentproposalmapemail
  scopestringrequired
  One ofpersonalteamorganization
  descriptionstringnullablerequired
  is_activebooleanrequired
  usage_countintegernullablerequired
  Times it has been used. Null in the response that creates it.
  last_used_atstring(date-time)nullablerequired
  created_atstring(date-time)required
  previewobjectrequired
  contentobject | array of valuesnullable
  The template's body; its shape depends on type. Only on GET /templates/{template}, or with include_content=1 on the list. Sent as an empty array [] when empty.
- linksobjectrequired
- metaobjectrequired
401No key, or the key is invalid, revoked or expired, or its creator no longer has access.
Errors
402The organization has not bought the module this endpoint belongs to, or it has lapsed to read-only, or its tier does not include what the operation needs: feature names the capability (the operation's x-feature) and required_tier the cheapest tier that grants it. Every operation answers this with "feature": "core.api" when no module the organization holds is on a tier that includes the API.
Errors
403The key lacks the scope, or the member it acts as lacks the permission or holds no seat in the module (module_seat_required — an administrator assigns seats under Settings → Users), or the organization is suspended.
Errors
429The key has made more requests this minute than its limit allows.
Errors

Create a template

POST/templates

Scope write Permission templates.create

Adds a template to the organization's library. content is stored as given and read by the part of Closepact the type belongs to; for a room template it holds contents — rows with a section (overview, documents, pricing, map, attachments), a kind (text, video, link, document, …), and title, body or url — and optionally brand_overrides. The easiest way to get a valid content is to copy it from an existing template (GET /templates/{template}).

scope defaults to organization.

curl -X POST 'https://api.closepact.com/v1/api/templates' \
  -H "Authorization: Bearer $CLOSEPACT_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
  "name": "Serviceavtal – fastighetsskötsel",
  "type": "room",
  "description": "Rum för nya serviceavtal: offert, avtal för signering och tidplan för uppstart.",
  "content": {
    "contents": [
      {
        "section": "overview",
        "kind": "text",
        "title": "Välkommen",
        "body": "Här samlar vi allt inför uppstarten av ert serviceavtal."
      },
      {
        "section": "documents",
        "kind": "link",
        "title": "Våra villkor",
        "url": "https://nordiskfastighet.se/villkor"
      }
    ]
  }
}'

Response · 201

{
  "data": {
    "id": "01a15c44-1f8e-7b3a-a2d5-6e9c0b4f7a12",
    "name": "Serviceavtal – fastighetsskötsel",
    "type": "room",
    "scope": "organization",
    "is_built_in": false,
    "description": "Rum för nya serviceavtal: offert, avtal för signering och tidplan för uppstart.",
    "is_active": true,
    "usage_count": null,
    "last_used_at": null,
    "created_at": "2026-10-18T09:02:11+00:00",
    "preview": {
      "sections": {
        "overview": 1,
        "documents": 1
      },
      "content_count": 2,
      "has_branding": false
    }
  }
}

Request body

application/json · required

namestringrequired
2–255 characters
typestringrequired
One ofroomdocumentproposalmapemail
scopestring
One ofpersonalteamorganization
Default "organization"
descriptionstringnullable
at most 5,000 characters
contentobject
The template's body; its shape depends on type. Defaults to empty.
team_idstring(uuid)nullable
The team a team template belongs to: one of this organization's teams. Any other id fails validation (422).

Responses

Headers
- X-RateLimit-Limit — Requests this key may make per minute.
- X-RateLimit-Remaining — Requests left in the current minute.
- dataobjectrequired
  A reusable starting point.
  idstring(uuid)required
  namestringrequired
  is_built_inbooleanrequired
  True for a Closepact library template shared by every organization. It can be used but not deleted.
  typestringrequired
  What it makes: a deal room, a document, a proposal, a mutual action plan, or an email.
  One ofroomdocumentproposalmapemail
  scopestringrequired
  One ofpersonalteamorganization
  descriptionstringnullablerequired
  is_activebooleanrequired
  usage_countintegernullablerequired
  Times it has been used. Null in the response that creates it.
  last_used_atstring(date-time)nullablerequired
  created_atstring(date-time)required
  previewobjectrequired
  contentobject | array of valuesnullable
  The template's body; its shape depends on type. Only on GET /templates/{template}, or with include_content=1 on the list. Sent as an empty array [] when empty.
401No key, or the key is invalid, revoked or expired, or its creator no longer has access.
Errors
402The organization has not bought the module this endpoint belongs to, or it has lapsed to read-only, or its tier does not include what the operation needs: feature names the capability (the operation's x-feature) and required_tier the cheapest tier that grants it. Every operation answers this with "feature": "core.api" when no module the organization holds is on a tier that includes the API.
Errors
403The key lacks the scope, or the member it acts as lacks the permission or holds no seat in the module (module_seat_required — an administrator assigns seats under Settings → Users), or the organization is suspended.
Errors
422The request body or query failed validation.
Errors
429The key has made more requests this minute than its limit allows.
Errors

Retrieve a template

GET/templates/{template}

Scope read

One template, always with its full content. Works for the organization's own templates and for Closepact's built-in library; another organization's template answers 404.

curl 'https://api.closepact.com/v1/api/templates/01a14f90-5d2c-7a18-9e3b-4c6d8f0a2b71' \
  -H "Authorization: Bearer $CLOSEPACT_API_KEY"

Response · 200

{
  "data": {
    "id": "01a14f90-5d2c-7a18-9e3b-4c6d8f0a2b71",
    "name": "Serviceavtal – fastighetsskötsel",
    "type": "room",
    "scope": "organization",
    "is_built_in": false,
    "description": "Rum för nya serviceavtal: offert, avtal för signering och tidplan för uppstart.",
    "is_active": true,
    "usage_count": 37,
    "last_used_at": "2026-10-12T08:10:55+00:00",
    "created_at": "2026-03-02T09:30:00+00:00",
    "preview": {
      "sections": {
        "overview": 1,
        "documents": 1
      },
      "content_count": 2,
      "has_branding": false
    },
    "content": {
      "contents": [
        {
          "section": "overview",
          "kind": "text",
          "title": "Välkommen",
          "body": "Här samlar vi allt inför uppstarten av ert serviceavtal."
        },
        {
          "section": "documents",
          "kind": "link",
          "title": "Våra villkor",
          "url": "https://nordiskfastighet.se/villkor"
        }
      ]
    }
  }
}

Path parameters

templatestring(uuid)required
The template's id.
Example 01a14f90-5d2c-7a18-9e3b-4c6d8f0a2b71

Responses

Headers
- X-RateLimit-Limit — Requests this key may make per minute.
- X-RateLimit-Remaining — Requests left in the current minute.
- dataobjectrequired
  A reusable starting point.
  idstring(uuid)required
  namestringrequired
  is_built_inbooleanrequired
  True for a Closepact library template shared by every organization. It can be used but not deleted.
  typestringrequired
  What it makes: a deal room, a document, a proposal, a mutual action plan, or an email.
  One ofroomdocumentproposalmapemail
  scopestringrequired
  One ofpersonalteamorganization
  descriptionstringnullablerequired
  is_activebooleanrequired
  usage_countintegernullablerequired
  Times it has been used. Null in the response that creates it.
  last_used_atstring(date-time)nullablerequired
  created_atstring(date-time)required
  previewobjectrequired
  contentobject | array of valuesnullable
  The template's body; its shape depends on type. Only on GET /templates/{template}, or with include_content=1 on the list. Sent as an empty array [] when empty.
401No key, or the key is invalid, revoked or expired, or its creator no longer has access.
Errors
402The organization has not bought the module this endpoint belongs to, or it has lapsed to read-only, or its tier does not include what the operation needs: feature names the capability (the operation's x-feature) and required_tier the cheapest tier that grants it. Every operation answers this with "feature": "core.api" when no module the organization holds is on a tier that includes the API.
Errors
403The key lacks the scope, or the member it acts as lacks the permission or holds no seat in the module (module_seat_required — an administrator assigns seats under Settings → Users), or the organization is suspended.
Errors
404No such record in this organization.
Errors
429The key has made more requests this minute than its limit allows.
Errors