proposals_list_documents_contracts_templates
Find and list templates for proposals, estimates, and content library. Filter by name, type, date range, and user ID to locate contracts and documents.
Instructions
List templates
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | Template Name | |
| skip | No | Skip | |
| type | No | Comma-separated template types. Valid values: proposal, estimate, contentLibrary | |
| limit | No | Limit | |
| dateTo | No | Date to (ISO 8601) | |
| userId | No | User Id, required when isPublicDocument is true | |
| dateFrom | No | Date start from (ISO 8601) | |
| locationId | No | Location Id Defaults to GHL_LOCATION_ID when omitted. | |
| isPublicDocument | No | If the docForm is a DocForm |