Sales · Proposals
Create a New Proposal
Draft and send business proposals to clients. This endpoint supports full HTML content for the proposal body, video attachments, and metadata for tracking revisions.
CREDENTIALS
HeaderYour API Key is sent in the request header.
Body Params
companyId string required
Your unique company identifier.clientId string required
ID of the target client.title string required
Proposal title.amount number
The financial value of the proposal.currency string
Currency code (e.g., USD, EUR).chargeType enum
FIXED or MILESTONE.body string
The full content of the proposal in HTML.status enum
DRAFT, SENT, or ACCEPTED.deadline string
Metadata: Proposal expiration date (YYYY-MM-DD).