Add a document to an offer
add_documentAdd a document to an offer. Needs bookings:write. Two calls. The first changes nothing: it checks the arguments as the change would (a field this tool does not take is refused, by name) and answers a summary and a confirm_token. Show the summary to the person; only after they agree, call again with the same arguments plus confirm_token.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | No | The document's name. Defaults: a template's title; an upload's file name. | |
| values | No | Template placeholder to value, such as { "{{LATE_FEE_PERCENTAGE}}": "10" }. | |
| file_id | No | A ready `proposal_document` upload of mine (a PDF). | |
| proposal_id | Yes | ||
| content_html | No | Custom text, as HTML (with `name`), or the text kept of an uploaded PDF (convert_document). | |
| template_key | No | A document template (list_document_templates), with `values` for its placeholders. | |
| confirm_token | No | Leave out on the first call. On the second call, the confirm_token the first call answered. | |
| acceptance_type | No | What the client does with it on DJfindr: view it, tick it, or sign it. |