New SalesEdge.io API Lets You Send & Manage Documents and Templates Programmatically

Great news! SalesEdge.io now offers a Public API for Documents & Contracts, making it easier than ever to streamline how you handle document workflows inside your business.Whether you're sending out agreements to clients or organizing your templates, this new update allows you to manage everything programmatically. It’s ideal for coaches, consultants, and small business owners who want to automate administrative tasks and focus more on serving their clients.Here’s what’s new:

• List Documents: Instantly pull up all documents you've created in your account.

• Send Document: Easily send existing documents to your contacts with just one command.

• List Templates: Access a full list of all your saved document templates.

• Send Template: Quickly generate and send a new document from a template — all in one step.

If you're working with external systems or building custom integrations, these features open up even more flexibility to tailor your workflows exactly how you want them.

Need the tech details? Check out the API documentation for each action below:

• List Documents

• Send Document

• List Templates

• Send Template

We built this update to help you save time and reduce manual work — so you can focus on what matters most: growing your business and supporting your clients.

For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.