Proposals are sales quotes attached to deals, presenting scope and pricing for client review and e-signature. A proposal mirrors the deal's sections and services in a client-facing layout with a pricing breakdown and acceptance workflow.
Track proposal status, send for signing, and record approvals through these endpoints.
URL of the audit trail PDF for this proposal, capturing signature and viewing history.
The total budget amount of this proposal in the proposal's currency.
The total budget amount of this proposal in the organization's default currency.
The total budget amount of this proposal in the normalized (reporting) currency.
The client company this proposal is addressed to.
ID of the client company associated with this proposal.
The contact person this proposal is addressed to.
Timestamp when this proposal was created.
The person who created this proposal.
ID of the person who created this proposal.
The currency code used for amounts in this proposal.
The organization's default currency code.
The normalized (reporting) currency code used across the organization.
Custom field values for this proposal.
Date when this proposal was issued.
The deal (sales opportunity) this proposal belongs to.
The person who created the deal associated with this proposal.
The ID of the deal this proposal belongs to.
The optional disclaimer text appended to the proposal.
When true, the disclaimer text is shown on the proposal.
The document type template applied to this proposal for PDF generation.
The end date of the proposal's validity or service period.
The date used to determine the exchange rate applied to this proposal.
The exchange rate used to convert proposal amounts to the billing currency.
The footer text template for the proposal, may contain interpolation variables.
The footer text with all interpolation variables resolved.
Unique identifier for the proposal.
The public sharing link status of the proposal (e.g. active, disabled).
active
inactive
The display name of the proposal.
The body text of the proposal note, may contain interpolation variables.
The proposal note with all interpolation variables resolved.
The organization this proposal belongs to.
The URL of the generated PDF for this proposal.
The project associated with this proposal.
The sender details (subsidiary contact) shown on the proposal.
The recipient details (client contact) shown on the proposal.
The unique public UUID used to generate the proposal's public sharing link.
The client's purchase order number associated with this proposal.
The email address of the person who responded to (signed) the proposal.
The name of the person who responded to (signed) the proposal.
The project manager responsible for this proposal.
ID of the person responsible for this proposal.
Timestamp when the proposal was sent to the client.
When true, the proposal has been signed by the client.
The current status of the proposal (e.g. draft, sent, approved, rejected).
draft
sent
accepted
rejected
Timestamp when the proposal status last changed.
The subsidiary (legal entity) issuing this proposal.
The tax rate applied to proposal line items.
Timestamp of the last update to this proposal.