Contracts

The Contracts API provides CRUD access to contracts (signable documents), plus ancillary actions for tags and cloning.

New to the API? Start with Getting started (base URL, response envelope, errors, pagination) and Authentication (API keys). Those conventions apply to every endpoint below and are not repeated here.

Identifier note: contracts are addressed by their numeric doc_id. Wherever {id} appears below it is the doc_id.

Scope: signing (team/client/guest/in-person), publishing & emailing, automation, estimate generation and the rich document editor are managed in-app and are not part of this API. Signature/automation state is exposed read-only where relevant.

The contract object

{
  "id": 136,
  "title": "Service Agreement",
  "status": "draft",
  "value": "5000.00",
  "body": "<p>Agreement terms…</p>",
  "client": { "id": 12, "name": "Acme Inc" },
  "category": { "id": 6, "name": "Standard" },
  "project_id": null,
  "dates": {
    "start": "2026-06-01",
    "end": "2026-12-31",
    "created": "2026-06-17T09:30:00.000000Z",
    "published": null
  },
  "signing": { "client_status": "unsigned", "provider_status": "unsigned" },
  "tags": ["priority"]
}

Field	Type	Notes
`id`	integer	Contract id. Used in all URLs.
`title`	string	Contract title.
`status`	string	Read-only, system-derived: `draft`, `awaiting_signatures`, `active`, `expired` (driven by signatures + dates).
`value`	string\|null	Contract value.
`body`	string\|null	Contract body (HTML).
`client`	object	`{ id, name }`.
`category`	object	`{ id, name }`.
`project_id`	integer\|null	Attached project id (managed in-app).
`dates`	object	`start`, `end`, `created`, `published`.
`signing`	object	Read-only signing state: `client_status`, `provider_status`.
`tags`	array	Tag titles.

List / search contracts

GET /api/contracts

Query parameters

Parameter	Type	Description
`status`	string	Filter by status.
`client_id`	integer	Filter by client id.
`category_id`	integer	Filter by category id.
`search`	string	Free-text search on the title.
`sort`	string	`doc_title`, `doc_status`, `doc_date_start`, `doc_created`, `doc_value`.
`order`	string	`asc` or `desc` (default `desc`).
`limit`	integer	Results per page (max 100).
`page`	integer	Page number.

Example request

curl -G https://your-domain/api/contracts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d status=draft -d limit=25

<?php
$query = http_build_query(['status' => 'draft', 'limit' => 25]);
$ch = curl_init("https://your-domain/api/contracts?$query");
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `200 OK`

{
  "data": [ { "id": 136, "title": "Service Agreement", "status": "draft" } ],
  "meta": { "current_page": 1, "per_page": 25, "total": 1, "last_page": 1 },
  "message": "Contracts retrieved successfully."
}

Get a contract

GET /api/contracts/{id}

curl https://your-domain/api/contracts/136 \
  -H "Authorization: Bearer YOUR_API_KEY"

<?php
$ch = curl_init('https://your-domain/api/contracts/136');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the contract (200) with message “Contract retrieved successfully.”

Create a contract

POST /api/contracts

Creates a contract and its backing estimate record. Provide doc_body to set the content directly, or contract_template to seed the body from a template. (Automation is not configurable via the API; new contracts are created with automation disabled.)

Body parameters

Parameter	Type	Required	Notes
`doc_client_id`	integer	yes	Existing client id.
`doc_title`	string	yes
`doc_date_start`	date	yes	`YYYY-MM-DD`.
`doc_categoryid`	integer	yes	Existing (contract) category id.
`doc_date_end`	date	no	Must be on/after the start date.
`doc_value`	numeric	no
`doc_project_id`	integer	no	Existing project id.
`doc_lead_id`	integer	no	Existing lead id.
`doc_body`	string (HTML)	no	Contract content. Overrides `contract_template`.
`contract_template`	integer	no	Template id used to seed the body when `doc_body` is omitted.

Example request

curl -X POST https://your-domain/api/contracts \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d doc_client_id=12 \
  -d doc_title="Service Agreement" \
  -d doc_date_start=2026-06-01 \
  -d doc_categoryid=6

<?php
$ch = curl_init('https://your-domain/api/contracts');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_POST           => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'doc_client_id'  => 12,
        'doc_title'      => 'Service Agreement',
        'doc_date_start' => '2026-06-01',
        'doc_categoryid' => 6,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Example response — `201 Created`

{
  "data": { "id": 136, "title": "Service Agreement", "status": "draft" },
  "message": "Contract created successfully."
}

Update a contract

PATCH /api/contracts/{id}

Parameter	Type	Required	Notes
`doc_title`	string	yes
`doc_date_start`	date	yes
`doc_categoryid`	integer	yes	Existing category id.
`doc_date_end`	date	no	Must be on/after the start date.
`doc_value`	numeric	no
`doc_body`	string (HTML)	no	Replaces the contract content.

curl -X PATCH https://your-domain/api/contracts/136 \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d doc_title="Service Agreement v2" \
  -d doc_date_start=2026-06-01 \
  -d doc_categoryid=6

<?php
$ch = curl_init('https://your-domain/api/contracts/136');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PATCH',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'doc_title'      => 'Service Agreement v2',
        'doc_date_start' => '2026-06-01',
        'doc_categoryid' => 6,
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the contract (200) with message “Contract updated successfully.”

Delete a contract

DELETE /api/contracts/{id}

curl -X DELETE https://your-domain/api/contracts/136 \
  -H "Authorization: Bearer YOUR_API_KEY"

Example response — `200 OK`

{
  "data": { "id": 136 },
  "message": "Contract deleted successfully."
}

Set tags

PUT /api/contracts/{id}/tags

The tags array is the full set — it replaces existing tags; an empty array clears them.

Parameter	Type	Required	Notes
`tags`	array of strings	yes	Tag titles. Empty array clears all.

curl -X PUT https://your-domain/api/contracts/136/tags \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d "tags[]=priority"

<?php
$ch = curl_init('https://your-domain/api/contracts/136/tags');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_CUSTOMREQUEST  => 'PUT',
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query(['tags' => ['priority']]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the contract (200) with message “Contract tags updated successfully.”

Clone a contract

POST /api/contracts/{id}/clone

Creates a new contract from an existing one.

Parameter	Type	Required	Notes
`doc_title`	string	yes	Title of the new contract.
`doc_client_id`	integer	yes	Client for the new contract.
`doc_categoryid`	integer	yes	Category for the new contract.
`doc_date_start`	date	yes
`doc_date_end`	date	no
`doc_project_id`	integer	no
`doc_value`	numeric	no

curl -X POST https://your-domain/api/contracts/136/clone \
  -H "Authorization: Bearer YOUR_API_KEY" \
  -d doc_title="Service Agreement (copy)" \
  -d doc_client_id=12 \
  -d doc_categoryid=6 \
  -d doc_date_start=2026-06-01

<?php
$ch = curl_init('https://your-domain/api/contracts/136/clone');
curl_setopt_array($ch, [
    CURLOPT_RETURNTRANSFER => true,
    CURLOPT_POST           => true,
    CURLOPT_HTTPHEADER     => ['Authorization: Bearer YOUR_API_KEY'],
    CURLOPT_POSTFIELDS     => http_build_query([
        'doc_title'      => 'Service Agreement (copy)',
        'doc_client_id'  => 12,
        'doc_categoryid' => 6,
        'doc_date_start' => '2026-06-01',
    ]),
]);
$response = json_decode(curl_exec($ch), true);
curl_close($ch);

Returns the new contract (201) with message “Contract cloned successfully.”

Errors

See Getting started for the shared error format. Contract-specific:

Status	Meaning
`404 Not Found`	The contract id does not exist.
`422 Unprocessable Entity`	Validation failed (e.g. missing client/title/date/category, or an invalid status).

{
  "message": "The given data was invalid.",
  "errors": {
    "doc_client_id": ["The selected doc client id is invalid."],
    "doc_title": ["The doc title field is required."]
  }
}

Getting Started

Clients

Sales

Billing

Projects & Work

Support

Organization

Contracts

Contracts

The contract object

List / search contracts

Query parameters

Example request

Example response — `200 OK`

Get a contract

Create a contract

Body parameters

Example request

Example response — `201 Created`

Update a contract

Delete a contract

Example response — `200 OK`

Set tags

Clone a contract

Errors

​Contracts

​The contract object

​List / search contracts

​Query parameters

​Example request

​Example response — 200 OK

​Get a contract

​Create a contract

​Body parameters

​Example request

​Example response — 201 Created

​Update a contract

​Delete a contract

​Example response — 200 OK

​Set tags

​Clone a contract

​Errors

Contracts

The contract object

List / search contracts

Query parameters

Example request

Example response — `200 OK`

Get a contract

Create a contract

Body parameters

Example request

Example response — `201 Created`

Update a contract

Delete a contract

Example response — `200 OK`

Set tags

Clone a contract

Errors