Learn how Precisely's API reference feature can enhance your templates with pre-filled inputs so you can draft documents faster using your own data
Precisely's API reference feature allows you to send Precisely a structured dataset (like a .CSV file) which we map to your template references. This makes drafting contracts faster as you can reuse key information across contracts without needing to type it out each time. API references help you scale contract creation with accuracy and efficiency.
What Can API References Be Used For?
API references can be used for completing questionnaires based on any structured dataset, including but not limited to:
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Employee directories
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Client or vendor lists
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Product catalogs
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Pre-approved content or terms
How Can Our Organization Use API References in Precisely?
Here are the steps to use Precisely's API references:
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You send us your data
Provide a structured dataset in .CSV format containing the information you want to use such as contact lists, products, venues, or policies. -
We connect it to your selected templates
Our team maps your data to specific references in your Precisely templates, so your data can be used to automatically fill-in the questionnaire when drafting. -
You select the data from a dropdown menu when drafting
When drafting a document, simply choose an input (e.g., a customer name or product type) from a dropdown menu. -
Precisely fills in the rest
All related fields are automatically populated, saving time and reducing the risk of errors.
This ensures:
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Accurate, consistent data entry
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Less manual typing and fewer errors
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Faster document generation at scale
💡 Example #1: Auto-fill contracts with contact list data
If you are maintaining an address book of vendors or clients, you can use our API reference tool to send the data to our system. Simply select a contact name from the dropdown when creating a contract, and have the rest of the person's details automatically populate the questionnaire.
Step 1: Select a customer from the drop-down 
Step 2: All contact details are automatically filled-in
💡 Example #2: Create standard agreements with pre-defined terms
If you regularly create standardized agreements such as rental, licensing, or service contracts, you can use the API references feature to simplify the process. Select a single input such as a venue name or product type, and automatically populate all related terms in the agreement. This reduces manual work, ensures consistency across documents, and speeds up contract creation.
Step 1: Select a standard input e.g., venue name
Step 2: All related terms are automatically filled-in
🚀 How to Get Started
If you’re interested in setting up API References for your organization, we’re here to help.
Contact us here to start the process. Our team will assist you with structuring your data and getting it connected to your templates.